Best Tata SIP Mutual Funds 2019

1. TATA Banking and Financial Services Fund

The investment objective of the scheme is to seek long term capital appreciation by investing atleast 80% of its net assets in equity/equity related instruments of the companies in the Banking and Financial Services sector in India.

TATA Banking and Financial Services Fund is a Equity - Sectoral fund was launched on 28 Dec 15. It is a fund with High risk and has given a CAGR/Annualized return of 20.5% since its launch.  Return for 2018 was -0.1% , 2017 was 45% and 2016 was 17.8% .

Below is the key information for TATA Banking and Financial Services Fund

2. TATA India Consumer Fund

The investment objective of the scheme is to seek long term capital appreciation by investing atleast 80% of its assets in equity/equity related instruments of the companies in the Consumption Oriented sectors in India.However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.The Scheme does not assure or guarantee any returns.

TATA India Consumer Fund is a Equity - Sectoral fund was launched on 28 Dec 15. It is a fund with High risk and has given a CAGR/Annualized return of 14.8% since its launch.  Return for 2018 was -2.1% , 2017 was 73.3% and 2016 was 3.1% .

Below is the key information for TATA India Consumer Fund

3. TATA Digital India Fund

The investment objective of the scheme is to seek long term capital appreciation by investing atleast 80% of its net assets in equity/equity related instruments of the companies in Information Technology Sector in India.However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.The Scheme does not assure or guarantee any returns.

TATA Digital India Fund is a Equity - Sectoral fund was launched on 28 Dec 15. It is a fund with High risk and has given a CAGR/Annualized return of 10.6% since its launch.  Return for 2018 was 24.9% , 2017 was 19.6% and 2016 was -6% .

Below is the key information for TATA Digital India Fund

4. Tata India Tax Savings Fund

To provide medium to long term capital gains along with income tax relief to its Unitholders, while at all times emphasising the importance of capital appreciation..

Tata India Tax Savings Fund is a Equity - ELSS fund was launched on 13 Oct 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.2% since its launch.  Ranked 1 in ELSS category.  Return for 2018 was -8.4% , 2017 was 46% and 2016 was 2.1% .

Below is the key information for Tata India Tax Savings Fund

5. Tata Large and Midcap Fund

(Erstwhile Tata Equity Opportunities Fund)

To provide income distribution and / or medium to long term capital gains while at all times emphasizing the importance of capital appreciation.

Tata Large and Midcap Fund is a Equity - Large & Mid Cap fund was launched on 25 Feb 93. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.2% since its launch.  Ranked 51 in Large & Mid Cap category.  Return for 2018 was -5.3% , 2017 was 31.9% and 2016 was 1.5% .

Below is the key information for Tata Large and Midcap Fund

6. TATA Large Cap Fund

To provide income distribution and / or medium to long term capital gains while at all times emphasising the importance of capital appreciation.

TATA Large Cap Fund is a Equity - Large Cap fund was launched on 7 May 98. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19.9% since its launch.  Ranked 35 in Large Cap category.  Return for 2018 was -3.6% , 2017 was 29.5% and 2016 was 2.9% .

Below is the key information for TATA Large Cap Fund

7. TATA Mid Cap Growth Fund

To provide income distribution and / or medium to long term capital gains. Investments would be focused towards mid-cap stocks.

TATA Mid Cap Growth Fund is a Equity - Mid Cap fund was launched on 1 Jul 94. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10.9% since its launch.  Ranked 31 in Mid Cap category.  Return for 2018 was -13% , 2017 was 49.8% and 2016 was -2.2% .

Below is the key information for TATA Mid Cap Growth Fund

8. Tata Equity PE Fund

To provide reasonable and regular income and/ or possible capital appreciation to its Unitholder.

Tata Equity PE Fund is a Equity - Value fund was launched on 29 Jun 04. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.4% since its launch.  Ranked 7 in Value category.  Return for 2018 was -7.1% , 2017 was 39.4% and 2016 was 16.2% .

Below is the key information for Tata Equity PE Fund

9. Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%)

To provide reasonable and regular income and/ or possible capital appreciation to its Unitholder.

Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%) is a Equity - Value fund was launched on 5 Oct 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.2% since its launch.  Return for 2018 was -7.1% , 2017 was 39.4% and 2016 was 16.2% .

Below is the key information for Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%)

10. Tata Equity P/E Fund Regular Plan - Dividend Trigger B(10%)

To provide reasonable and regular income and/ or possible capital appreciation to its Unitholder.

Tata Equity P/E Fund Regular Plan - Dividend Trigger B(10%) is a Equity - Value fund was launched on 30 Jun 04. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.4% since its launch.  Return for 2018 was -7.1% , 2017 was 39.4% and 2016 was 16.2% .

Below is the key information for Tata Equity P/E Fund Regular Plan - Dividend Trigger B(10%)