Tata Group Mutual Funds: Many companies of Tata Group are listed in the stock market. Tata Group shares are often in the news. There is also a mutual fund business of Tata Group. Tata Mutual Fund is one of the oldest mutual fund houses in the country.
Some schemes of Tata Group are present in the market for 20 years or more. Tata Mutual Fund has the option of investing in almost every category, be it largecap or midcap or ELSS.
Talking about the return charts of the last 5 years, 10 years, 15 years or 20 years, many funds of Tata Group are at the top in terms of giving returns. In these, investors have got a one-time return of up to 21 percent annually or about 4400 percent for 20 years. Tata Group Fund has given returns of up to 45 times to investors in 20 years. Here we have given information about 5 such funds.
Total Return: 4381%
Value of investment of 1 lakh: 44.81 lakh
Value of 10 thousand monthly SIP: 1.61 crores
Minimum investment: Rs 5000
Minimum SIP: Rs 150
Total Assets: 3102 Cr (31-Jul-2022)
Expense Ratio: 2.12% (30-Jun-2022)
Tata Midcap Growth
– 20 Year Return: 20% CAGR
– Total Return: 3900%
– Value of investment of 1 lakh: 40 lakhs
– Minimum investment: Rs 5000
– Minimum SIP: Rs 150
– Total Assets: 1625 Cr (Jul 31, 2022)
– Expense Ratio: 2.34% (Jun 30, 2022)
Tata Ethical Fund
– 20 Year Return: 20% CAGR
– Total Return: 3600%
– Value of investment of 1 lakh: 37 lakhs
– Value of 10 thousand SIP: Rs 1.58 crore
– Minimum investment: Rs 5000
– Minimum SIP: 150
– Total Assets: 1321 Cr (Jul 31, 2022)
– Expense Ratio: 2.29% (June 30, 2022)
Tata Large Cap Fund
– 20 Year Return: 19.55% CAGR
– Total Return: 3457%
– Value of investment of 1 lakh: 35.57 lakh
– Value of 10 thousand SIP: Rs 1.37 crore
– Minimum investment: Rs 5000
– Minimum SIP: 150
– Total Assets: 1258 Cr (July 31, 2022)
– Expense Ratio: 2.49% (30-Jun-2022)
Tata Hybrid Equity Fund
– 20 Year Return: 18% CAGR
– Total Return: 2498%
– Value of investment of 1 lakh: 25.98 lakh
– Value of 10 thousand SIP: Rs 1.28 crore
– Minimum investment: Rs 5000
– Minimum SIP: 150
– Total Assets: 3190 Crore (July 31, 2022) Expense Ratio: 2% (June 30, 2022)
