Best TATA Equity Mutual Funds

Tata is one of the most trusted brands in India and has been successful in every field it has ventured to. Tata Mutual fund is known for its world-class service across the country and it has made a mark in the minds of investors.

It offers funds across various categories like, equity, debt, hybrid and sectoral. The motto of this AMC is to propel investing among the retail investors irrespective of their risk appetite, ideal investment duration, profession, salary or gender.

They believe in following a value-based investment methodology which enables them to attain consistent results over the years. They also believe in flexibility, by offering a large variety of funds across various market capitalization. Stability and integrity is one of the main pillar of business for Tata Mutual Fund and they believe in keeping an investor's money in the best possible hands.

Equity Savings Fund typically invests the total capital in three segments- pure equity, arbitrage and debt funds. Generally, one-third of the total capital in pure equity, one-third in debt funds and the balance in arbitrage funds. However, the composition varies from fund to fund. The equity component can vary from 20-40% approx and depends on the type of mutual fund.

These funds outperform debt funds over taxation and treated as equity funds for taxation. If sold before a year, short term capital gains are taxed at 15% and if sold after a year, no tax is levied on the gains.

Purpose: Invest here for your longer duration to get higher returns than debt funds.

Top 10 Tata Mutual Funds

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
Tata Equity P/E FundEquityModerately High-3.6%5star4,746
Tata India Consumer FundEquityHigh5.9%4star1,334
Tata Digital India FundEquityHigh35.5%4star370
Tata Infrastructure FundEquityHigh-10.8%4star517
Tata Banking And Financial Services FundEquityHigh-1.8%3star231
Tata India Tax Savings FundEquityModerately High-1.9%3star1,425
Tata Large and Midcap FundEquityModerately High-2.2%3star1,253
Tata Dividend Yield FundEquityModerately High4.8%3star296
Tata Value Fund Series - 1EquityModerately HighN.A3star0
Tata Value Fund Series - 2EquityModerately HighN.A3star0
Tata India Pharma And Healthcare FundEquityHigh8.2%2star185
Tata Ethical FundEquityModerately High-0.7%2star504
Tata Mid Cap Growth FundEquityModerately High-6.7%2star587
Tata Large Cap FundEquityModerately High-0.6%2star720
Tata Resources & Energy FundEquityHigh-10.8%1star37
View All Top 10 Tata Mutual Funds

Let's have a closer look

Now let us jump and check about these top 10 mutual fund schemes.

Tata Equity P/E Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Value segment and provided 16% annualized returns in the last 3 years. In the last 1 year, it gave -3.56% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -3.56% returns in the last 1 year. Groww rated this fund as 5 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Sonam Udasi

Launch Date31 Dec 2012
Min Investment Amt5,000
Groww Rating5star
AUM4,746Cr
1Y Returns-3.6%

Tata India Consumer Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided -100% annualized returns in the last 3 years. In the last 1 year, it gave 5.88% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 5.88% returns in the last 1 year. Groww rated this fund as 4 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Rupesh Patel, Sonam Udasi

Launch Date27 Dec 2015
Min Investment Amt5,000
Groww Rating4star
AUM1,334Cr
1Y Returns5.9%

Tata Digital India Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided -100% annualized returns in the last 3 years. In the last 1 year, it gave 35.46% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 35.46% returns in the last 1 year. Groww rated this fund as 4 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Danesh Mistry

Launch Date27 Dec 2015
Min Investment Amt5,000
Groww Rating4star
AUM370Cr
1Y Returns35.5%

Tata Infrastructure Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided 8.75% annualized returns in the last 3 years. In the last 1 year, it gave -10.81% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -10.81% returns in the last 1 year. Groww rated this fund as 4 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Rupesh Patel

Launch Date31 Dec 2012
Min Investment Amt5,000
Groww Rating4star
AUM517Cr
1Y Returns-10.8%

Tata Banking And Financial Services Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided -100% annualized returns in the last 3 years. In the last 1 year, it gave -1.77% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -1.77% returns in the last 1 year. Groww rated this fund as 3 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Pradeep Gokhale, Sonam Udasi

Launch Date27 Dec 2015
Min Investment Amt5,000
Groww Rating3star
AUM231Cr
1Y Returns-1.8%

Tata India Tax Savings Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in ELSS segment and provided 13.24% annualized returns in the last 3 years. In the last 1 year, it gave -1.87% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -1.87% returns in the last 1 year. Groww rated this fund as 3 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Rupesh Patel

Launch Date13 Oct 2014
Min Investment Amt500
Groww Rating3star
AUM1,425Cr
1Y Returns-1.9%

Tata Large and Midcap Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Large & Mid Cap segment and provided 10.5% annualized returns in the last 3 years. In the last 1 year, it gave -2.19% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -2.19% returns in the last 1 year. Groww rated this fund as 3 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Rupesh Patel

Launch Date31 Dec 2012
Min Investment Amt5,000
Groww Rating3star
AUM1,253Cr
1Y Returns-2.2%

Tata Large and Midcap Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Large & Mid Cap segment and provided 9.08% annualized returns in the last 3 years. In the last 1 year, it gave 4.76% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 4.76% returns in the last 1 year. Groww rated this fund as 3 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Rupesh Patel

Launch Date31 Dec 2012
Min Investment Amt5,000
Groww Rating3star
AUM296Cr
1Y Returns4.8%

Tata Value Fund Series - 1 - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Diversified segment and provided -100% annualized returns in the last 3 years. In the last 1 year, it gave -100% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -100% returns in the last 1 year. Groww rated this fund as 3 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Sonam Udasi

Launch Date15 Jul 2018
Min Investment Amt5,000
Groww Rating3star
AUM0Cr
1Y Returns-100.0%

Tata Value Fund Series - 2 - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Diversified segment and provided -100% annualized returns in the last 3 years. In the last 1 year, it gave -100% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -100% returns in the last 1 year. Groww rated this fund as 3 Star. This is one of the best Equity mutual fund in India.

Fund Manager: null

Launch Date12 Jul 2018
Min Investment Amt5,000
Groww Rating3star
AUM0Cr
1Y Returns-100.0%

Tata India Pharma And Healthcare Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided -100% annualized returns in the last 3 years. In the last 1 year, it gave 8.19% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 8.19% returns in the last 1 year. Groww rated this fund as 2 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Rupesh Patel, Sonam Udasi

Launch Date27 Dec 2015
Min Investment Amt5,000
Groww Rating2star
AUM185Cr
1Y Returns8.2%

Tata Ethical Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided 7.42% annualized returns in the last 3 years. In the last 1 year, it gave -0.74% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -0.74% returns in the last 1 year. Groww rated this fund as 2 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Rupesh Patel

Launch Date31 Dec 2012
Min Investment Amt5,000
Groww Rating2star
AUM504Cr
1Y Returns-0.7%

Tata Mid Cap Growth Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Mid Cap segment and provided 9.09% annualized returns in the last 3 years. In the last 1 year, it gave -6.73% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -6.73% returns in the last 1 year. Groww rated this fund as 2 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Rupesh Patel, Danesh Mistry

Launch Date31 Dec 2012
Min Investment Amt5,000
Groww Rating2star
AUM587Cr
1Y Returns-6.7%

Tata Large Cap Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Large Cap segment and provided 10.32% annualized returns in the last 3 years. In the last 1 year, it gave -0.61% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -0.61% returns in the last 1 year. Groww rated this fund as 2 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Gopal Agrawal

Launch Date31 Dec 2012
Min Investment Amt5,000
Groww Rating2star
AUM720Cr
1Y Returns-0.6%

Tata Resources & Energy Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided -100% annualized returns in the last 3 years. In the last 1 year, it gave -10.78% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -10.78% returns in the last 1 year. Groww rated this fund as 1 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Rupesh Patel, Sonam Udasi

Launch Date27 Dec 2015
Min Investment Amt5,000
Groww Rating1star
AUM37Cr
1Y Returns-10.8%

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What does investing in TATA Equity Mutual Funds actually mean?

Suppose a mutual fund invests in ten stocks and total current market value of these stocks is 1.1 Crore. Out of this, the AMC deducts say, 0.1 Crore for operating the fund (this is known as the expense ratio). So the net value is 1 crore. Now the AMC will divide this 1 Crore into say, 10,000 parts. These parts are known as units. The cost of one unit is 1Cr/10,000 = Rs. 1000. This is known as the Net Asset Value (NAV) of the mutual fund. Suppose the AMC has set a minimum investment requirement of Rs. 500. Then if you pay Rs. 500, you will get 0.5 units of the fund. Remember that the cost of one unit is the cost when you made the purchase. Suppose after one year, the NAV has fallen to Rs. 700 per unit and you wish to exit the fund (also known as redemption), then you sell your 0.5 units back to the AMC and get 0.5 x Rs. 700 = Rs. 350 back. Yes, you invested Rs. 500 and got back Rs. 350 – a loss of 150 over a year. The point is, that you buy units at current NAV and sell units (fully or partially) at current NAV. This is what investing in mutual fund actually means.

How to invest in TATA Mutual Funds on Groww?

One of the best ways to hedge against the small-cap volatility is to adopt a phased approach, also known as Systematic Investment Plan (SIP) approach. We are sure that you must be aware of SIP and its benefits. Buying in small quantity but buying regularly provides you with faster growth. On Groww.in, all transactions to and from AMC is done via BSE. When you decide to invest in a large cap mutual fund of your choice, you choose that mutual fund on the website and click ‘invest’. Following that, you are redirected to the BSE page where you make the payment. BSE then directs your money to the AMC managing your mutual fund. To be assured at your end, you can visit the individual AMC website after the payment. You would be able to see all your purchased units against your folio number.

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Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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