Tata Mutual Fund

Being part of one of the best brands in India, the Tata Group, Tata Mutual Fund has occupied a resounding position in the mutual fund industry. The consistency, flexibility, and stability offered by the schemes of Tata AMC in India have made them among the must-have mutual fund plans in India. Tata Mutual funds are classified as equity, debt and balanced fund which have different investment style, objective, and benefits which investors can avail as per their choice of scheme. It aims to fulfill the financial goals of the investors for which they have varied goal-based funds as well.

Incorporated
Jun-30-1995

CEO / MD
Mr. Prathit Bhobe

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Trusted by more than 10+ lakh Indians.

Top 10 Mutual Fund Schemes To Invest

The funds listed below are among the top ranking mutual funds based on the ratings given by the top rating agencies which takes hundreds of criteria into account before rating the scheme. This list allows you to see top rated funds at a glance so that you can make wiser decisions about your investments. This recommendation helps you list down top ranked mutual funds in India before making investments via SIP or Lumpsum. It is reviewed & updated quarterly to provide the best to our investors.

Fund Name Latest NAV Rating Return (%) Double Money In 1 Lac Grew To (₹)
Tata Retirement Savings Fund - Moderate Plan (G)
MODERATE RISK | RETIREMENT FUND
31.95 4.9 7Y 9M 1.15 L
Tata India Tax Saving Fund (G)
MODERATE LOW RISK | ELSS
18.33 3.5 7Y 11M 1.11 L
Tata Retirement Savings Fund - Progressive Plan
MODERATE RISK | RETIREMENT FUND
30.98 5.03 6Y 11M 1.16 L
Tata Equity P/E Fund (G)
HIGH RISK| VALUE/CONTRA
133.69 1.17 7Y 7M 1.04 L
Tata Liquid Fund (G)
LOW RISK | LIQUID
3167.06 6.48 10Y 6M 1.21 L
Tata Retirement Savings Fund - Conservative Plan
MODERATE LOW RISK | RETIREMENT FUND
21.86 5.54 9Y 1M 1.18 L
Tata Banking & Financial Services Fund (G)
MODERATE RISK | SECTORAL - THEMATIC
17.83 1.18 59Y 2M 1.04 L
Tata Infrastructure Fund (G)
MODERATE RISK | THEMATIC-INFRASTRUCTURE
50.14 -2.78 20Y 4M 91.88 K
Tata Treasury Advantage Fund (G)
MODERATE RISK | LOW DURATION
2994.7 5.65 10Y 11M 1.18 L
Tata Large & Mid Cap Fund (G)
MODERATE LOW RISK | LARGE & MID CAP
218.01 5.59 8Y 12M 1.18 L

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Tata Mutual Fund: Catering to the Needs of All Investors

If you are on the hunt for best online investment solutions, Tata Mutual Fund is here at MF planner to achieve financial objectives of every investor online. Our website is one of most promising one, which would pacify your needs. Tata Mutual Fund is amongst one of our top performing funds. With the onset of online investing, each and every AMC(Asset Management Company), is providing online mutual fund solutions. This is just following the pursuit. You can invest in the variegated schemes that it offers online. You can invest through SIP (Systematic Investment Plan) or lump sum.

Why invest in Tata Mutual Funds?

You cannot dump your hard-earned money just like that. You should be quite vigilant, so as to select proper investing option. Tata Mutual Fund can serve your requirements effectively and efficiently, because of the following:

  • Uniformity: Holding up to the vision of Late Mr. J.R.D Tata, reciprocating the funds invested by people manifolds, the Tata AMC, thrives not only to attract people into investing, but being consistence in giving good returns.
  • Diversification: By offering diversified capitalization schemes, the company is targeting to suit to each and every person’s need. The best of its kind, this mutual fund company, offers investing solutions in all fields (namely balanced, equity, gilt, etc).
  • Nucleus of business ethics: Being the one of the oldest business house, Tata Group, has incorporated the same ethics in its new venture . Following the suit of the parent company it follows all the visions of Late Mr. J.R.D. Tata.
  • Trusted brand: Tata, a widely known and trusted brand, extends the promise of maintaining the same level of perfection with its new diversification.

Tata Mutual Fund : Mixed Bag of Schemes:

Tata Mutual Fund Company provides across the board funds for all

1. Equity funds: These are the funds generally adopted regarding the tax saving aspect. These are very volatile and have higher returns. Tata Mutual Funds can be invested in either one of the following: Large-Cap, Mid-Cap, Small-Cap, an so on. As for example, Tata Pure Equity Fund, Tata Equity Opportunities Fund, etc.

2. Debt Funds: Debt funds, are the funds which are taken up by the investors, who want fixed returns with low cost. As the risk is low, the returns also decrease. It provides a wide range of debt funds, as for example, Tata Dynamic Bond Funds.

3. Hybrid funds: As evident, from the name itself, hybrid funds are a mixture of balanced funds, MIP, etc. Tata MF Company provides varied such funds. As these funds provide a balance of equity and debt funds, it is quite popular amongst the investors. A few hybrid funds provided by Tata Company are, Tata Balanced Fund.

Some of the best tata mutual funds which have performed significantly well in recent times are:

  • Tata Equity PE Fund
  • Tata Digital India Fund
  • Tata Retirement Savings Fund
  • Tata India Tax Savings Fund
  • Tata Treasury Advantage Fund
  • Tata Liquid Fund

Tata Mutual Fund provides a large number of beneficial schemes which have allowed millions of investors to enjoy a pleasurable investment experience. Our website provides customer-friendly support to all types of investors. We aim to offer the most suitable scheme for every investor from a wide variety of tata investment plans available on our website. We have partnered with Tata MF to provide the online investment support formutual funds by aiding every investor with the best in class services. To assist the investors in a better way and to simplify the investment process, we also provide some tools and services which will ease out the complexity involved in online mutual fund investment. The SIP calculator allows an investor to know the future value of periodic SIP investment, and the user-friendly dashboard allows the investor to keep track of the investments daily, investors are also provided with regular market updates, news, and learning. We also have an experienced research team which considers every need and aim of the investor before recommending schemes to the investors. The aim is to fulfil the financial goals of the investor in the most convenient manner.

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Best Performing Tata Mutual Funds

Why Invest in Tata Mutual Funds

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