Best Tata SIP Mutual Funds 2023

1. TATA Infrastructure Fund

To provide income distribution and / or medium to long term capital gains by investing predominantly in equity / equity related instruments of the companies in the infrastructure sector.

TATA Infrastructure Fund is a Equity - Sectoral fund was launched on 31 Dec 04. It is a fund with High risk and has given a CAGR/Annualized return of 14.5% since its launch.  Ranked 15 in Sectoral category.  Return for 2022 was 7.6% , 2021 was 53.5% and 2020 was 11.1% .

Below is the key information for TATA Infrastructure Fund

2. 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 12.4% since its launch.  Ranked 31 in Mid Cap category.  Return for 2022 was 0.6% , 2021 was 40% and 2020 was 24.3% .

Below is the key information for TATA Mid Cap Growth 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 17.8% since its launch.  Return for 2022 was -23.3% , 2021 was 74.4% and 2020 was 54.8% .

Below is the key information for TATA Digital India Fund

4. 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 12.9% since its launch.  Ranked 51 in Large & Mid Cap category.  Return for 2022 was 11.2% , 2021 was 28.5% and 2020 was 15.5% .

Below is the key information for Tata Large and Midcap Fund

5. 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 16.4% since its launch.  Return for 2022 was 16.9% , 2021 was 11.9% and 2020 was 2.7% .

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

6. TATA Resources & Energy Fund

"The investment objective of the scheme is to seek long term capital appreciation by investing at least 80% of it's net assets in equity/equity related instruments of the companies in the Resources & Energy 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 Resources & Energy 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 16.2% since its launch.  Return for 2022 was 1.4% , 2021 was 46.6% and 2020 was 30.6% .

Below is the key information for TATA Resources & Energy Fund

7. 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 14.4% since its launch.  Ranked 1 in ELSS category.  Return for 2022 was 5.9% , 2021 was 30.4% and 2020 was 11.9% .

Below is the key information for Tata India Tax Savings Fund

8. TATA Ethical Fund

To provide medium to long- term capital gains by investing in Shariah compliant equity and equity related instruments of well-researched value and growth - oriented companies.

TATA Ethical Fund is a Equity - Sectoral fund was launched on 24 May 96. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.3% since its launch.  Ranked 59 in Sectoral category.  Return for 2022 was -6.5% , 2021 was 44.9% and 2020 was 26.2% .

Below is the key information for TATA Ethical Fund

9. 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 18.1% since its launch.  Ranked 7 in Value category.  Return for 2022 was 5.9% , 2021 was 28% and 2020 was 12.5% .

Below is the key information for Tata Equity PE Fund

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 18.1% since its launch.  Return for 2022 was 5.9% , 2021 was 27.8% and 2020 was 12.4% .

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