Top 10 Tata Mutual Funds

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
Tata Retirement Savings Fund - Conservative PlanSolution OrientedModerately High7.0%5star130
Tata Retirement Savings Fund - Moderate PlanSolution OrientedModerately High4.8%5star1,072
Tata Balanced Advantage FundHybridModerately HighN.A4star601
Tata India Consumer FundEquityHigh-4.6%4star1,425
Tata Digital India FundEquityHigh6.4%4star449
Tata Banking And Financial Services FundEquityHigh15.3%4star284
Tata India Tax Savings FundEquityModerately High10.5%4star1,790
Tata Equity P/E FundEquityModerately High1.2%4star5,464
Tata Retirement Savings Fund - Progressive PlanSolution OrientedModerately High3.6%4star619
Tata Small Cap FundEquityModerately HighN.A3star231
Tata Ethical FundEquityModerately High1.8%3star549
Tata Mid Cap Growth FundEquityModerately High6.0%3star665
Tata Large Cap FundEquityModerately High12.9%3star791
Tata Dynamic Bond FundDebtModerate9.1%3star379
Tata Gilt Mid Term FundDebtModerate2.0%3star209
View All Top 10 Tata Mutual Funds

Tata Mutual Fund

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.

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

Tata Retirement Savings Fund - Conservative Plan - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Retirement segment and provided 10.55% annualized returns in the last 3 years. In the last 1 year, it gave 7.03% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 7.03% returns in the last 1 year. Groww rated this fund as 5 Star. This is one of the best Solution Oriented mutual fund in India.

Fund Manager: Murthy Nagarajan, Sonam Udasi

Launch Date8 Jan 2013
Min Investment Amt5,000
Groww Rating5star
AUM130Cr
1Y Returns7.0%

Tata Retirement Savings Fund - Moderate Plan - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Retirement segment and provided 15.65% annualized returns in the last 3 years. In the last 1 year, it gave 4.83% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 4.83% returns in the last 1 year. Groww rated this fund as 5 Star. This is one of the best Solution Oriented mutual fund in India.

Fund Manager: Murthy Nagarajan, Sonam Udasi

Launch Date8 Jan 2013
Min Investment Amt5,000
Groww Rating5star
AUM1,072Cr
1Y Returns4.8%

Tata Balanced Advantage Fund Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Dynamic Asset Allocation 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 4 Star. This is one of the best Hybrid mutual fund in India.

Fund Manager: Sailesh Jain

Launch Date22 Jan 2019
Min Investment Amt5,000
Groww Rating4star
AUM601Cr
1Y Returns-100.0%

Tata India Consumer Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided 21.66% annualized returns in the last 3 years. In the last 1 year, it gave -4.62% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -4.62% 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
AUM1,425Cr
1Y Returns-4.6%

Tata Digital India Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided 15.38% annualized returns in the last 3 years. In the last 1 year, it gave 6.36% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 6.36% 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
AUM449Cr
1Y Returns6.4%

Tata Banking And Financial Services Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided 25.18% annualized returns in the last 3 years. In the last 1 year, it gave 15.3% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 15.3% 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: Pradeep Gokhale, Sonam Udasi

Launch Date27 Dec 2015
Min Investment Amt5,000
Groww Rating4star
AUM284Cr
1Y Returns15.3%

Tata India Tax Savings Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in ELSS segment and provided 17.18% annualized returns in the last 3 years. In the last 1 year, it gave 10.51% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 10.51% 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 Date13 Oct 2014
Min Investment Amt500
Groww Rating4star
AUM1,790Cr
1Y Returns10.5%

Tata Equity P/E Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Value segment and provided 18.89% annualized returns in the last 3 years. In the last 1 year, it gave 1.18% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 1.18% 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: Sonam Udasi

Launch Date31 Dec 2012
Min Investment Amt5,000
Groww Rating4star
AUM5,464Cr
1Y Returns1.2%

Tata Retirement Savings Fund - Progressive Plan - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Retirement segment and provided 17.78% annualized returns in the last 3 years. In the last 1 year, it gave 3.58% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 3.58% returns in the last 1 year. Groww rated this fund as 4 Star. This is one of the best Solution Oriented mutual fund in India.

Fund Manager: Murthy Nagarajan, Sonam Udasi

Launch Date8 Jan 2013
Min Investment Amt5,000
Groww Rating4star
AUM619Cr
1Y Returns3.6%

Tata Small Cap Fund - 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: Chandraprakash Padiyar

Launch Date18 Oct 2018
Min Investment Amt5,000
Groww Rating3star
AUM231Cr
1Y Returns-100.0%

Tata Ethical Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided 9.38% annualized returns in the last 3 years. In the last 1 year, it gave 1.84% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 1.84% 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
AUM549Cr
1Y Returns1.8%

Tata Mid Cap Growth Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Mid Cap segment and provided 14.12% annualized returns in the last 3 years. In the last 1 year, it gave 5.97% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 5.97% 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, Danesh Mistry

Launch Date31 Dec 2012
Min Investment Amt5,000
Groww Rating3star
AUM665Cr
1Y Returns6.0%

Tata Large Cap Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Large Cap segment and provided 14.92% annualized returns in the last 3 years. In the last 1 year, it gave 12.92% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 12.92% 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: Gopal Agrawal

Launch Date31 Dec 2012
Min Investment Amt5,000
Groww Rating3star
AUM791Cr
1Y Returns12.9%

Tata Dynamic Bond Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Dynamic segment and provided 7.86% annualized returns in the last 3 years. In the last 1 year, it gave 9.08% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 9.08% returns in the last 1 year. Groww rated this fund as 3 Star. This is one of the best Debt mutual fund in India.

Fund Manager: Akhil Mittal

Launch Date31 Dec 2012
Min Investment Amt5,000
Groww Rating3star
AUM379Cr
1Y Returns9.1%

Tata Gilt Securities Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Gilt segment and provided 7.39% annualized returns in the last 3 years. In the last 1 year, it gave 2.03% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 2.03% returns in the last 1 year. Groww rated this fund as 3 Star. This is one of the best Debt mutual fund in India.

Fund Manager: Naresh Kumar

Launch Date31 Dec 2012
Min Investment Amt5,000
Groww Rating3star
AUM209Cr
1Y Returns2.0%

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Best Tata Tax Saving Mutual Funds

Under Section 80 C of the Income Act, these funds invest in equity and equity related instruments and hope to attain decent returns through investing in them. Tax saving funds provide an exemption up to Rs. 1,50,000, which means that it is a good investment opportunity for investors who want to save tax, as well as want decent returns

Best Tata Equity Mutual Funds

The fund targets to attain capital appreciation by investing in various equity and equity-related securities across various market capitalization. It provides a wide array of funds ranging from multi-cap, large-cap, small-cap and mid-cap. Its main aim is to keep returns constant for investors. Usually, equity funds are more risky than debt funds and therefore, they provide higher returns.

Best Tata Debt Mutual Funds

These debt funds mostly invest in debt and money market instruments and are relatively safer than equity funds. Being low risk funds, these funds attain comparatively less returns. Investors who are looking to attain stable returns and are unwilling to take a large amount of risk can opt for these funds.

Best Tata Hybrid Mutual Funds

A balance fund is a form of a hybrid fund and ideally suited for first-time investors. Its idea is to invest in multiple assets to shield the investor from volatility if one asset class is in red. Risk- averse investors are the ones who choose to invest in a balance fund.

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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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