+91-22-48913909बेस्ट टाटा एसआईपी म्यूचुअल फंड 2022
प्रणालीसिप एक आसान तरीका है जो निवेशकों को नियमित रूप से पैसा निवेश करने में मदद करता है। यह एक की तरह हैआवर्ती जमा (आरडी), जहां आप हर महीने एक निश्चित राशि का निवेश करते हैं। इस प्रकार, यह अनुशासित आदत को विकसित करने में मदद करता हैनिवेश लंबी अवधि के लिए। SIP या सिस्टमैटिक . मेंनिवेश योजना आप एक निर्दिष्ट आवृत्ति पर INR 500 जितनी कम राशि प्राप्त कर सकते हैं, उदाहरण के लिए- मासिक/तिमाही। साथ ही, एसआईपी आपकी उपलब्धि हासिल करने का एक बेहतरीन साधन हैवित्तीय लक्ष्यों. यह आपके वित्तीय लक्ष्यों की पहचान करने में मदद करता है जैसेनिवृत्ति, घर/कार की खरीद, शादी आदि। इसलिए, आप इन लक्ष्यों को पूरा करने के लिए नियमित रूप से एक निश्चित राशि अलग रख सकते हैं।
टाटा एसआईपी म्यूचुअल फंड में निवेश क्यों करें?
कुछ केनिवेश के लाभ टाटा एसआईपी में हैं:
- रुपया लागत औसत
- कंपाउंडिंग की शक्ति
- लंबी अवधि की बचत की आदत
- समय की आवश्यकता नहीं हैमंडी
- वहनीय और लचीला
निवेशक उत्सुक हैंSIP में निवेश करें योजना, नीचे दिए गए सर्वोत्तम टाटा एसआईपी में से चुन सकते हैंम्यूचुअल फंड्स. इन फंडों को एयूएम जैसे कुछ मानकों को पूरा करके शॉर्टलिस्ट किया गया है।नहीं हैं, पिछले प्रदर्शन, सहकर्मी औसत रिटर्न, आदि।
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इक्विटी में सर्वश्रेष्ठ टाटा एसआईपी म्युचुअल फंड
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 pharma & healthcare 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. Below is the key information for TATA India Pharma & Healthcare Fund Returns up to 1 year are on To provide income distribution and / or medium to long term capital gains. Investments would be focused towards mid-cap stocks. Research Highlights for TATA Mid Cap Growth Fund Below is the key information for TATA Mid Cap Growth Fund Returns up to 1 year are on To provide reasonable and regular income and/ or possible capital appreciation to its Unitholder. Research Highlights for Tata Equity PE Fund Below is the key information for Tata Equity PE Fund Returns up to 1 year are on To provide reasonable and regular income and/ or possible capital appreciation to its Unitholder. Research Highlights for Tata Equity P/E Fund Regular Plan - Dividend Trigger B(10%) Below is the key information for Tata Equity P/E Fund Regular Plan - Dividend Trigger B(10%) Returns up to 1 year are on 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. Research Highlights for TATA India Consumer Fund Below is the key information for TATA India Consumer Fund Returns up to 1 year are on To provide reasonable and regular income and/ or possible capital appreciation to its Unitholder. Research Highlights for Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%) Below is the key information for Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%) Returns up to 1 year are on 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. Research Highlights for TATA Infrastructure Fund Below is the key information for TATA Infrastructure Fund Returns up to 1 year are on 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. Research Highlights for TATA Banking and Financial Services Fund Below is the key information for TATA Banking and Financial Services Fund Returns up to 1 year are on "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." Research Highlights for TATA Resources & Energy Fund Below is the key information for TATA Resources & Energy Fund Returns up to 1 year are on 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.. Research Highlights for Tata India Tax Savings Fund Below is the key information for Tata India Tax Savings Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) TATA India Pharma & Healthcare Fund Growth ₹30.7402
↓ -0.10 ₹1,325 150 0 4.7 2.9 22 17.2 40.4 TATA Mid Cap Growth Fund Growth ₹450.42
↓ -1.01 ₹5,283 150 5.8 9.4 6 21.7 22.6 22.7 Tata Equity PE Fund Growth ₹362.427
↓ -1.11 ₹8,882 150 7.5 6.6 3.2 19.4 20 21.7 Tata Equity P/E Fund Regular Plan - Dividend Trigger B(10%) Normal Dividend, Reinvestment ₹121.314
↓ -0.37 ₹8,882 150 7.5 6.6 3.2 19.3 19.9 21.6 TATA India Consumer Fund Growth ₹45.987
↓ -0.42 ₹2,660 150 2.6 7.9 3.2 19.1 19.4 26.7 Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%) Normal Dividend, Reinvestment ₹134.816
↓ -0.41 ₹8,882 150 7.5 6.6 3.2 17.9 18.2 20.1 TATA Infrastructure Fund Growth ₹168.247
↓ -0.06 ₹2,136 150 0.2 -0.7 -6.5 17.7 25 22.9 TATA Banking and Financial Services Fund Growth ₹45.4929
↑ 0.03 ₹3,125 150 8.7 7.4 15.9 16.9 16.9 9 TATA Resources & Energy Fund Growth ₹45.2279
↓ -0.11 ₹1,232 150 1.5 2.2 6.8 16.5 19.9 13.1 Tata India Tax Savings Fund Growth ₹46.3904
↓ -0.03 ₹4,717 500 7 6.5 5.5 15.3 18.2 19.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Nov 25 Research Highlights & Commentary of 10 Funds showcased
Commentary TATA India Pharma & Healthcare Fund TATA Mid Cap Growth Fund Tata Equity PE Fund Tata Equity P/E Fund Regular Plan - Dividend Trigger B(10%) TATA India Consumer Fund Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%) TATA Infrastructure Fund TATA Banking and Financial Services Fund TATA Resources & Energy Fund Tata India Tax Savings Fund Point 1 Bottom quartile AUM (₹1,325 Cr). Upper mid AUM (₹5,283 Cr). Highest AUM (₹8,882 Cr). Top quartile AUM (₹8,882 Cr). Lower mid AUM (₹2,660 Cr). Upper mid AUM (₹8,882 Cr). Bottom quartile AUM (₹2,136 Cr). Lower mid AUM (₹3,125 Cr). Bottom quartile AUM (₹1,232 Cr). Upper mid AUM (₹4,717 Cr). Point 2 Established history (9+ yrs). Oldest track record among peers (31 yrs). Established history (21+ yrs). Established history (21+ yrs). Established history (9+ yrs). Established history (16+ yrs). Established history (20+ yrs). Established history (9+ yrs). Established history (9+ yrs). Established history (11+ yrs). Point 3 Not Rated. Rating: 2★ (upper mid). Top rated. Not Rated. Not Rated. Not Rated. Rating: 3★ (upper mid). Not Rated. Not Rated. Rating: 5★ (top quartile). Point 4 Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: Moderately High. Point 5 5Y return: 17.18% (bottom quartile). 5Y return: 22.56% (top quartile). 5Y return: 20.02% (upper mid). 5Y return: 19.89% (upper mid). 5Y return: 19.39% (lower mid). 5Y return: 18.18% (bottom quartile). 5Y return: 25.00% (top quartile). 5Y return: 16.89% (bottom quartile). 5Y return: 19.93% (upper mid). 5Y return: 18.23% (lower mid). Point 6 3Y return: 22.00% (top quartile). 3Y return: 21.70% (top quartile). 3Y return: 19.42% (upper mid). 3Y return: 19.31% (upper mid). 3Y return: 19.05% (upper mid). 3Y return: 17.89% (lower mid). 3Y return: 17.73% (lower mid). 3Y return: 16.89% (bottom quartile). 3Y return: 16.46% (bottom quartile). 3Y return: 15.30% (bottom quartile). Point 7 1Y return: 2.94% (bottom quartile). 1Y return: 6.04% (upper mid). 1Y return: 3.25% (lower mid). 1Y return: 3.25% (upper mid). 1Y return: 3.21% (bottom quartile). 1Y return: 3.25% (lower mid). 1Y return: -6.47% (bottom quartile). 1Y return: 15.94% (top quartile). 1Y return: 6.82% (top quartile). 1Y return: 5.53% (upper mid). Point 8 Alpha: 1.68 (top quartile). Alpha: -3.43 (lower mid). Alpha: -5.82 (bottom quartile). Alpha: -5.82 (bottom quartile). Alpha: -5.17 (lower mid). Alpha: -5.82 (bottom quartile). Alpha: 0.00 (top quartile). Alpha: -2.40 (upper mid). Alpha: -1.10 (upper mid). Alpha: -2.94 (upper mid). Point 9 Sharpe: -0.28 (lower mid). Sharpe: -0.12 (upper mid). Sharpe: -0.35 (lower mid). Sharpe: -0.35 (bottom quartile). Sharpe: -0.11 (upper mid). Sharpe: -0.35 (bottom quartile). Sharpe: -0.59 (bottom quartile). Sharpe: 0.47 (top quartile). Sharpe: 0.04 (top quartile). Sharpe: -0.18 (upper mid). Point 10 Information ratio: 0.56 (upper mid). Information ratio: -0.66 (bottom quartile). Information ratio: 0.81 (top quartile). Information ratio: 0.78 (top quartile). Information ratio: 0.14 (lower mid). Information ratio: 0.36 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.47 (upper mid). Information ratio: -0.07 (bottom quartile). Information ratio: -0.35 (bottom quartile). TATA India Pharma & Healthcare Fund
TATA Mid Cap Growth Fund
Tata Equity PE Fund
Tata Equity P/E Fund Regular Plan - Dividend Trigger B(10%)
TATA India Consumer Fund
Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%)
TATA Infrastructure Fund
TATA Banking and Financial Services Fund
TATA Resources & Energy Fund
Tata India Tax Savings Fund
1. TATA India Pharma & Healthcare Fund
TATA India Pharma & Healthcare Fund
Growth Launch Date 28 Dec 15 NAV (27 Nov 25) ₹30.7402 ↓ -0.10 (-0.34 %) Net Assets (Cr) ₹1,325 on 31 Oct 25 Category Equity - Sectoral AMC Tata Asset Management Limited Rating Risk High Expense Ratio 2.17 Sharpe Ratio -0.28 Information Ratio 0.56 Alpha Ratio 1.68 Min Investment 5,000 Min SIP Investment 150 Exit Load 0-3 Months (0.25%),3 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for TATA India Pharma & Healthcare Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 25 Duration Returns 1 Month -0.4% 3 Month 0% 6 Month 4.7% 1 Year 2.9% 3 Year 22% 5 Year 17.2% 10 Year 15 Year Since launch 12% Historical performance (Yearly) on absolute basis
Year Returns 2024 40.4% 2023 36.6% 2022 -8% 2021 19.1% 2020 64.4% 2019 5.5% 2018 -2.6% 2017 4.7% 2016 -14.7% 2015 Fund Manager information for TATA India Pharma & Healthcare Fund
Name Since Tenure Data below for TATA India Pharma & Healthcare Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. TATA Mid Cap Growth Fund
TATA Mid Cap Growth Fund
Growth Launch Date 1 Jul 94 NAV (27 Nov 25) ₹450.42 ↓ -1.01 (-0.22 %) Net Assets (Cr) ₹5,283 on 31 Oct 25 Category Equity - Mid Cap AMC Tata Asset Management Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio -0.12 Information Ratio -0.66 Alpha Ratio -3.43 Min Investment 5,000 Min SIP Investment 150 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for TATA Mid Cap Growth Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 25 Duration Returns 1 Month 3.5% 3 Month 5.8% 6 Month 9.4% 1 Year 6% 3 Year 21.7% 5 Year 22.6% 10 Year 15 Year Since launch 12.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 22.7% 2023 40.5% 2022 0.6% 2021 40% 2020 24.3% 2019 6.5% 2018 -13% 2017 49.8% 2016 -2.2% 2015 10.8% Fund Manager information for TATA Mid Cap Growth Fund
Name Since Tenure Data below for TATA Mid Cap Growth Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. Tata Equity PE Fund
Tata Equity PE Fund
Growth Launch Date 29 Jun 04 NAV (27 Nov 25) ₹362.427 ↓ -1.11 (-0.30 %) Net Assets (Cr) ₹8,882 on 31 Oct 25 Category Equity - Value AMC Tata Asset Management Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.79 Sharpe Ratio -0.35 Information Ratio 0.81 Alpha Ratio -5.82 Min Investment 5,000 Min SIP Investment 150 Exit Load 0-18 Months (1%),18 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Tata Equity PE Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 25 Duration Returns 1 Month 1.9% 3 Month 7.5% 6 Month 6.6% 1 Year 3.2% 3 Year 19.4% 5 Year 20% 10 Year 15 Year Since launch 18.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 21.7% 2023 37% 2022 5.9% 2021 28% 2020 12.5% 2019 5.3% 2018 -7.1% 2017 39.4% 2016 16.2% 2015 0.3% Fund Manager information for Tata Equity PE Fund
Name Since Tenure Data below for Tata Equity PE Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. Tata Equity P/E Fund Regular Plan - Dividend Trigger B(10%)
Tata Equity P/E Fund Regular Plan - Dividend Trigger B(10%)
Normal Dividend, Reinvestment Launch Date 30 Jun 04 NAV (27 Nov 25) ₹121.314 ↓ -0.37 (-0.30 %) Net Assets (Cr) ₹8,882 on 31 Oct 25 Category Equity - Value AMC Tata Asset Management Limited Rating Risk Moderately High Expense Ratio 1.79 Sharpe Ratio -0.35 Information Ratio 0.78 Alpha Ratio -5.82 Min Investment 5,000 Min SIP Investment 150 Exit Load 0-18 Months (1%),18 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Tata Equity P/E Fund Regular Plan - Dividend Trigger B(10%)
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 25 Duration Returns 1 Month 1.9% 3 Month 7.5% 6 Month 6.6% 1 Year 3.2% 3 Year 19.3% 5 Year 19.9% 10 Year 15 Year Since launch 18.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 21.6% 2023 36.8% 2022 5.9% 2021 27.8% 2020 12.4% 2019 5.3% 2018 -7.1% 2017 39.4% 2016 16.2% 2015 0.3% Fund Manager information for Tata Equity P/E Fund Regular Plan - Dividend Trigger B(10%)
Name Since Tenure Data below for Tata Equity P/E Fund Regular Plan - Dividend Trigger B(10%) as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. TATA India Consumer Fund
TATA India Consumer Fund
Growth Launch Date 28 Dec 15 NAV (27 Nov 25) ₹45.987 ↓ -0.42 (-0.90 %) Net Assets (Cr) ₹2,660 on 31 Oct 25 Category Equity - Sectoral AMC Tata Asset Management Limited Rating Risk High Expense Ratio 2.02 Sharpe Ratio -0.12 Information Ratio 0.14 Alpha Ratio -5.17 Min Investment 5,000 Min SIP Investment 150 Exit Load 0-18 Months (1%),18 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for TATA India Consumer Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 25 Duration Returns 1 Month 0.6% 3 Month 2.6% 6 Month 7.9% 1 Year 3.2% 3 Year 19.1% 5 Year 19.4% 10 Year 15 Year Since launch 16.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 26.7% 2023 35.8% 2022 1% 2021 27.5% 2020 21% 2019 -2% 2018 -2.1% 2017 73.3% 2016 3.1% 2015 Fund Manager information for TATA India Consumer Fund
Name Since Tenure Data below for TATA India Consumer Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%)
Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%)
Normal Dividend, Reinvestment Launch Date 5 Oct 09 NAV (27 Nov 25) ₹134.816 ↓ -0.41 (-0.30 %) Net Assets (Cr) ₹8,882 on 31 Oct 25 Category Equity - Value AMC Tata Asset Management Limited Rating Risk Moderately High Expense Ratio 1.79 Sharpe Ratio -0.35 Information Ratio 0.36 Alpha Ratio -5.82 Min Investment 5,000 Min SIP Investment 150 Exit Load 0-18 Months (1%),18 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%)
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 25 Duration Returns 1 Month 1.9% 3 Month 7.5% 6 Month 6.6% 1 Year 3.2% 3 Year 17.9% 5 Year 18.2% 10 Year 15 Year Since launch 13.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 20.1% 2023 35.2% 2022 4.6% 2021 24.8% 2020 11% 2019 5.3% 2018 -7.1% 2017 39.4% 2016 16.2% 2015 0.3% Fund Manager information for Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%)
Name Since Tenure Data below for Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%) as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 7. TATA Infrastructure Fund
TATA Infrastructure Fund
Growth Launch Date 31 Dec 04 NAV (27 Nov 25) ₹168.247 ↓ -0.06 (-0.04 %) Net Assets (Cr) ₹2,136 on 31 Oct 25 Category Equity - Sectoral AMC Tata Asset Management Limited Rating ☆☆☆ Risk High Expense Ratio 2.07 Sharpe Ratio -0.59 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 150 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for TATA Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 25 Duration Returns 1 Month -1.3% 3 Month 0.2% 6 Month -0.7% 1 Year -6.5% 3 Year 17.7% 5 Year 25% 10 Year 15 Year Since launch 14.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 22.9% 2023 45.1% 2022 7.6% 2021 53.5% 2020 11.1% 2019 2.8% 2018 -15.7% 2017 42.2% 2016 5.3% 2015 -0.2% Fund Manager information for TATA Infrastructure Fund
Name Since Tenure Data below for TATA Infrastructure Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 8. TATA Banking and Financial Services Fund
TATA Banking and Financial Services Fund
Growth Launch Date 28 Dec 15 NAV (27 Nov 25) ₹45.4929 ↑ 0.03 (0.06 %) Net Assets (Cr) ₹3,125 on 31 Oct 25 Category Equity - Sectoral AMC Tata Asset Management Limited Rating Risk High Expense Ratio 1.98 Sharpe Ratio 0.47 Information Ratio 0.47 Alpha Ratio -2.4 Min Investment 5,000 Min SIP Investment 150 Exit Load 0-3 Months (0.25%),3 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for TATA Banking and Financial Services Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 25 Duration Returns 1 Month 1.9% 3 Month 8.7% 6 Month 7.4% 1 Year 15.9% 3 Year 16.9% 5 Year 16.9% 10 Year 15 Year Since launch 16.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 9% 2023 22% 2022 16.9% 2021 11.9% 2020 2.7% 2019 25.7% 2018 -0.1% 2017 45% 2016 17.8% 2015 Fund Manager information for TATA Banking and Financial Services Fund
Name Since Tenure Data below for TATA Banking and Financial Services Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 9. TATA Resources & Energy Fund
TATA Resources & Energy Fund
Growth Launch Date 28 Dec 15 NAV (27 Nov 25) ₹45.2279 ↓ -0.11 (-0.25 %) Net Assets (Cr) ₹1,232 on 31 Oct 25 Category Equity - Sectoral AMC Tata Asset Management Limited Rating Risk High Expense Ratio 2.22 Sharpe Ratio 0.04 Information Ratio -0.07 Alpha Ratio -1.1 Min Investment 5,000 Min SIP Investment 150 Exit Load 0-3 Months (0.25%),3 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for TATA Resources & Energy Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 25 Duration Returns 1 Month -1.2% 3 Month 1.5% 6 Month 2.2% 1 Year 6.8% 3 Year 16.5% 5 Year 19.9% 10 Year 15 Year Since launch 16.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 13.1% 2023 27.7% 2022 1.4% 2021 46.6% 2020 30.6% 2019 9.7% 2018 -15.6% 2017 32.3% 2016 21.3% 2015 Fund Manager information for TATA Resources & Energy Fund
Name Since Tenure Data below for TATA Resources & Energy Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 10. Tata India Tax Savings Fund
Tata India Tax Savings Fund
Growth Launch Date 13 Oct 14 NAV (27 Nov 25) ₹46.3904 ↓ -0.03 (-0.06 %) Net Assets (Cr) ₹4,717 on 31 Oct 25 Category Equity - ELSS AMC Tata Asset Management Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.83 Sharpe Ratio -0.18 Information Ratio -0.35 Alpha Ratio -2.94 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value Returns for Tata India Tax Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 25 Duration Returns 1 Month 2.2% 3 Month 7% 6 Month 6.5% 1 Year 5.5% 3 Year 15.3% 5 Year 18.2% 10 Year 15 Year Since launch 14.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 19.5% 2023 24% 2022 5.9% 2021 30.4% 2020 11.9% 2019 13.6% 2018 -8.4% 2017 46% 2016 2.1% 2015 13.3% Fund Manager information for Tata India Tax Savings Fund
Name Since Tenure Data below for Tata India Tax Savings Fund as on 31 Oct 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
एसआईपी निवेश कैसे बढ़ता है?
जानना चाहते हैं कि कैसे आपकाएसआईपी निवेश यदि आप एक निश्चित अवधि के लिए मासिक रूप से एक निश्चित राशि का निवेश करते हैं तो वृद्धि होगी? हम आपको एक उदाहरण के साथ समझाएंगे।
एसआईपी कैलकुलेटर या एसआईपी रिटर्न कैलकुलेटर
एसआईपी कैलकुलेटर आमतौर पर एसआईपी निवेश राशि (लक्ष्य) जैसे इनपुट लेते हैं, जो निवेश करना चाहता है, निवेश के वर्षों की संख्या, अपेक्षितमुद्रास्फीति दरों (इसके लिए एक खाते की जरूरत है!) और अपेक्षित रिटर्न। इसलिए, कोई लक्ष्य प्राप्त करने के लिए आवश्यक एसआईपी रिटर्न की गणना कर सकता है!
मान लीजिए, यदि आप INR 10 का निवेश करते हैं,000 10 साल के लिए देखें आपका SIP निवेश कैसे बढ़ता है-
मासिक निवेश: INR 10,000
निवेश अवधि: 10 वर्ष
निवेश की गई कुल राशि: INR 12,00,000
दीर्घकालिक विकास दर (लगभग): 15%
के अनुसार अपेक्षित रिटर्नघूंट कैलकुलेटर: INR 27,86,573
शुद्ध लाभ: INR 15,86,573 (निरपेक्ष रिटर्न= 132.2%)
उपरोक्त गणनाओं से पता चलता है कि यदि आप 10 वर्षों के लिए 10,000 रुपये मासिक निवेश करते हैं (कुल INR12,00,000) आप कामाएंगेINR 27,86,573, जिसका अर्थ है कि आप जो शुद्ध लाभ कमाते हैं वह हैINR 15,86,573. बढ़िया है ना!
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