Tata is one brand which enjoys a substantial amount of trust in the Indian market as well as in the global market. Tata has managed to ace every segment in the market it has entered and established itself as a leader. Even in the mutual fund industry, it has funds spread across various categories like debt, equity, hybrid and, other sectoral funds. this fund house aims at providing a platform which initiates investing among the Indian investor taking into account all investors risk appetite, income, investment duration, gender, etc. Tata Mutual Funds are well-known for providing world class service and have made their place in the mind of Indian investor. This is a highly value-driven fund house which has helped them bag a great deal of consistency over the years. The large number of funds across various sectors in the market promises flexibility from this fund house. Their motto is to provide investors with stability and keep intact the integrity.
FUND NAME | CATEGORY | RISK | 3 YR RETURN | FUND AUM (IN CR) |
---|---|---|---|---|
Tata Banking & Financial Services Fund Direct | Sector - Financial Services | High | 22.46 | 278.43 |
Tata India Consumer Fund Direct | Equity - Consumption | High | 20.13 | 1454.24 |
Tata Retirement Savings Progressive Fund Direct Plan | Retirement | Moderately High | 16.69 | 610.21 |
Tata Digital India Fund Direct | Sector - Technology | High | 16.5 | 430.18 |
Tata India Tax Savings Fund Direct Plan | ELSS (Tax Savings) | Moderately High | 15.68 | 1769.96 |
Tata Equity P/E Fund Direct Plan | Value | Moderately High | 15.54 | 5538.94 |
Tata Retirement Savings Moderate Fund Direct Plan | Retirement | Moderately High | 14.17 | 1061.19 |
Tata Large Cap Fund Direct Plan | Large-Cap | Moderately High | 13.88 | 790.24 |
Tata Large & Mid Cap Fund Direct Plan | Large & Mid- Cap | Moderately High | 13.26 | 1369.85 |
Tata Mid Cap Growth Fund Direct Plan | Mid-Cap | Moderately High | 12.88 | 677.59 |
Tata Mutual Fund AMC offers some of the best mutual fund schemes in India. Some of the top-performing mutual funds of Tata Mutual Fund given below.
FUND NAME | CATEGORY | RISK | 3 YR RETURN | FUND AUM (IN CR) |
---|---|---|---|---|
Tata Equity P/E Fund Direct Plan | Value | Moderately High | 15.54 | 5538.94 |
Tata Digital India Fund Direct | Sector - Technology | High | 16.5 | 430.18 |
Tata India Tax Savings Fund Direct Plan | ELSS (Tax Savings) | Moderately High | 15.68 | 1769.96 |
Tata Mutual Fund targets to attain long-term capital appreciation by investing in the right equity securities, which can fetch good returns for its investors. In fact, most of its equity funds have been doing well in the market and has been giving consistent returns. Check out the list below to know which would suit your risk appetite.
FUND NAME | CATEGORY | RISK | 3 YR RETURN | FUND AUM (IN CR) |
---|---|---|---|---|
Tata Banking & Financial Services Fund Direct | Sector - Financial Services | High | 22.46 | 278.43 |
Tata India Consumer Fund Direct | Equity - Consumption | High | 20.13 | 1454.24 |
Tata Digital India Fund Direct | Sector - Technology | High | 16.5 | 430.18 |
Tata India Tax Savings Fund Direct Plan | ELSS (Tax Savings) | Moderately High | 15.68 | 1769.96 |
Tata Equity P/E Fund Direct Plan | Value | Moderately High | 15.54 | 5538.94 |
Hybrid Schemes or balanced schemes bridge the gap between equity and debt schemes. This category is characterized by a portfolio that is made up of a mix of equity stocks and bonds and will suit investors looking for debt plus returns with higher levels of risk than fixed income schemes.
FUND NAME | CATEGORY | RISK | 3 YR RETURN | FUND AUM (IN CR) |
---|---|---|---|---|
Tata Retirement Savings Progressive Fund Direct Plan | Retirement | Moderately High | 16.69 | 610.21 |
Tata Retirement Savings Moderate Fund Direct Plan | Retirement | Moderately High | 14.17 | 1061.19 |
Tata Retirement Savings Conservative Fund Direct Plan | Retirement | Moderately High | 10.27 | 129.97 |
Tata Hybrid Equity Fund Direct Plan | Aggressive Allocation | Moderately High | 9.69 | 4768.14 |
Tata Equity Savings Direct Plan | Equity Savings | Moderately High | 7.78 | 151.58 |
Tata Mutual Fund targets to attain long-term capital appreciation by investing in the right equity securities, which can fetch good returns for its investors. In fact, most of its equity funds have been doing well in the market and has been giving consistent returns. Check out the list below to know which would suit your risk appetite.
FUND NAME | CATEGORY | RISK | 3 YR RETURN | FUND AUM (IN CR) |
---|---|---|---|---|
Tata Gilt Securities Fund Direct Plan | Government Bond | Moderate | 8.75 | 233.03 |
Tata Dynamic Bond Fund Direct Plan | Dynamic Bond | Moderate | 7.76 | 386.57 |
Tata Liquid Fund Direct Plan | Liquid | Low | 7.17 | 16089.43 |
Tata Short Term Bond Fund Direct Plan | Short Duration | Moderately Low | 5.77 | 1996.34 |
Tata Treasury Advantage Fund Direct Plan | Low Duration | Moderately Low | 5.74 | 1700.06 |
RETURNS | 1 YEARS | 3 YEARS | 5 YEARS |
---|---|---|---|
Fund Returns | 11.4 | 12.69 | 15.57 |
Category Average Returns | 10.19 | 9.07 | 11.38 |
Benchmark Returns (S&P BSE 500 TRI) | 13.87 | 9.32 | 14.76 |
The fund seeks to provide a financial planning tool for long term financial security for investors based on their retirement planning goals
This product is suitable for investors who are seeking:
Due to better healthcare and progress in science, people are getting healthier and living longer. It would not be uncommon for people to live quite easily up to 85 years in the near future. Moreover the life span of fixed income paying jobs is on a decline. A reducing career span has resulted in a rise in entrepreneurship which means people would need an entrepreneurship corpus at some stage in their life.
RETURNS | 1 YEARS | 3 YEARS | 5 YEARS |
---|---|---|---|
Fund Returns | 8.68 | 13.37 | 11.34 |
Category Average Returns | 4.61 | 10.77 | 8.57 |
Benchmark Returns (S&P BSE 500 TRI) | 17.74 | 18.37 | 10.07 |
This Fund aims to provide long term capital appreciation/income from picking stocks available at below par valuations and holding them until their true value is met.
This product is suitable for investors who are seeking:
Tata Equity P/E Fund follows the value-conscious style of investing. The Scheme aims to invest at least 70% of its assets in companies which, at the time of investment, have a rolling twelve month P/E ratio lower as compared with the rolling twelve month P/E ratio of the BSE Sensex. Buying good companies at an attractive P/E ratio is a good discipline, but clearly not the only anchor. The Fund uses several other qualitative and quantitative screens to buy companies. The Fund strives to “buy good stocks at cheap valuations and not “cheap stocks”
RETURNS | 1 YEARS | 3 YEARS | 5 YEARS |
---|---|---|---|
Fund Returns | 17.23 | 17.5 | 13.76 |
Category Average Returns | 10.92 | 13.9 | 9.72 |
Benchmark Returns (S&P BSE 500 TRI) | 17.44 | 18.04 | 10.24 |
The scheme seeks long-term capital growth. Investments in equity would be at least 80 per cent of the corpus, while allocation to debt and money market instruments can go up to 20 per cent.
This product is suitable for investors who are seeking:
When invested for five years or above, capital gains comfortably beat the inflation rate and are also higher than fixed income options. In addition, tax exemption on the invested amount under Section 80C of the Indian income tax laws. As per this section, total investments of upto Rs 1.5 lakh in a financial year in eligible securities such as this fund are exempt from tax. Note that the capital cannot be withdrawn from this fund before completing three years from the date of investment.
RETURNS | 1 YEARS | 3 YEARS | 5 YEARS |
---|---|---|---|
Fund Returns | 10.78 | 20.26 | - |
Category Average Returns | 11.35 | 17.15 | - |
Benchmark Returns (S&P BSE 500 TRI) | 13.25 | 18.37 | - |
The investment objective of the scheme is to seek long term capital appreciation by investing at least 80% of its net assets in equity/equity related instruments of companies in the Information Technology (IT) sector in India viz: Software, ITeS, Hardware
This product is suitable for investors who are seeking:
RETURNS | 1 YEARS | 3 YEARS | 5 YEARS |
---|---|---|---|
Fund Returns | 30.71 | 25.31 | - |
Category Average Returns | 22.71 | 20.62 | 22.71 |
Benchmark Returns (S&P BSE 500 TRI) | 21.09 | 21.83 | 21.09 |
The investment objective of the scheme is to seek long term capital appreciation by investing at least 80% of its net assets in equity/equity related instruments of companies in the banking and financial services sector in India viz: Banks, NBCs, MFIs etc
This product is suitable for investors who are seeking:
RETURNS | 1 YEARS | 3 YEARS | 5 YEARS |
---|---|---|---|
Fund Returns | 14.04 | - | - |
Category Average Returns | 12.46 | - | - |
Benchmark Returns (S&P BSE 500 TRI) | 10.55 | - | - |
A Multicap Fund has the flexibility to straddle across market cap and sectors, spot capital appreciation opportunities and enable investors to benefit from the optimum return potential for their investments. Tata Multicap Fund aims to generate medium to long term capital growth by investing in a diversified portfolio consisting of equity and equity related instruments across market capitalization. The scheme is an open-ended equity scheme investing across large cap, midcap, small cap stocks.
This product is suitable for investors who are seeking:
Due to the campaign Mutual Funds Sahi hai launched by AMFI mutual funds investments have gained popularity, a lot of investors are now aware of the factors involved in selecting the right mutual fund to meet their financial goals. One of the most important factors among all the factors is the Fund Manager. TATA Mutual Fund has a management team that has consistently delivered value to its investors.
Other AMC's