+91-22-48913909ఉత్తమ టాటా SIP మ్యూచువల్ ఫండ్లు 2022
వ్యవస్థSIP పెట్టుబడిదారులు క్రమం తప్పకుండా డబ్బును పెట్టుబడి పెట్టడంలో సహాయపడే సులభమైన పద్ధతి. ఇది ఒక వంటిదిరికరింగ్ డిపాజిట్ (RD), ఇక్కడ మీరు ప్రతి నెలా నిర్ణీత మొత్తాన్ని పెట్టుబడి పెట్టండి. అందువలన, ఇది క్రమశిక్షణతో కూడిన అలవాటును పెంపొందించడానికి సహాయపడుతుందిపెట్టుబడి పెడుతున్నారు దీర్ఘకాలిక కోసం. SIP లేదా సిస్టమాటిక్లోపెట్టుబడి ప్రణాళిక మీరు పేర్కొన్న ఫ్రీక్వెన్సీలో INR 500 కంటే తక్కువ మొత్తాన్ని పొందవచ్చు, ఉదా- నెలవారీ/త్రైమాసికానికి. అలాగే, SIP మీ సాధించడానికి ఒక గొప్ప సాధనంఆర్థిక లక్ష్యాలు. ఇది మీ ఆర్థిక లక్ష్యాలను గుర్తించడంలో సహాయపడుతుందిపదవీ విరమణ, ఇల్లు/కారు కొనుగోలు, వివాహం మొదలైనవి. కాబట్టి, ఈ లక్ష్యాలను చేరుకోవడానికి మీరు స్థిరమైన మొత్తాన్ని క్రమం తప్పకుండా కేటాయించవచ్చు.
టాటా SIP మ్యూచువల్ ఫండ్స్లో ఎందుకు పెట్టుబడి పెట్టాలి?
వాటిలో కొన్నిపెట్టుబడి ప్రయోజనాలు టాటా SIPలో:
- రూపాయి ఖర్చు సగటు
- సమ్మేళనం యొక్క శక్తి
- దీర్ఘకాలిక పొదుపు అలవాటు
- సమయం అవసరం లేదుసంత
- సరసమైన & సౌకర్యవంతమైన
పెట్టుబడిదారులు ఆసక్తిగా ఉన్నారుSIPలో పెట్టుబడి పెట్టండి ప్లాన్, క్రింద పేర్కొన్న ఉత్తమ టాటా SIP నుండి ఎంచుకోవచ్చుమ్యూచువల్ ఫండ్స్. AUM వంటి నిర్దిష్ట పారామితులను చేపట్టడం ద్వారా ఈ నిధులు షార్ట్లిస్ట్ చేయబడ్డాయి,కాదు, గత ప్రదర్శనలు, పీర్ సగటు రాబడి మొదలైనవి.
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ఈక్విటీలలో ఉత్తమ టాటా SIP మ్యూచువల్ ఫండ్లు
To provide income distribution and / or medium to long term capital gains. Investments would be focused towards mid-cap stocks. Below is the key information for TATA Mid Cap Growth 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 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. Research Highlights for TATA India Pharma & Healthcare Fund Below is the key information for TATA India Pharma & Healthcare 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 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 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 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 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 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 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 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 Mid Cap Growth Fund Growth ₹434.374
↑ 4.37 ₹5,497 150 -2.2 -0.4 10.9 22.3 19.6 5.8 TATA India Pharma & Healthcare Fund Growth ₹28.5851
↓ -0.05 ₹1,311 150 -7.3 -7.7 -0.6 20.4 13.9 -4.9 Tata Equity PE Fund Growth ₹354.547
↑ 5.93 ₹9,061 150 -3 0.2 8.6 19.6 17.4 3.7 Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%) Normal Dividend, Reinvestment ₹131.884
↑ 2.21 ₹9,061 150 -3 0.2 8.6 19.6 17.4 3.7 Tata Equity P/E Fund Regular Plan - Dividend Trigger B(10%) Normal Dividend, Reinvestment ₹118.676
↑ 1.99 ₹9,061 150 -3 0.2 8.6 19.5 17.3 3.7 TATA Resources & Energy Fund Growth ₹44.9216
↑ 0.60 ₹1,222 150 -2.8 -1.6 13.4 17.7 18.1 10.6 TATA India Consumer Fund Growth ₹42.2059
↑ 0.04 ₹2,671 150 -9.2 -4.9 3 17.6 15.1 -2.1 TATA Banking and Financial Services Fund Growth ₹44.2674
↑ 0.52 ₹3,225 150 -1.1 1.9 22 17.3 15.4 17.5 TATA Infrastructure Fund Growth ₹157.479
↑ 3.11 ₹2,016 150 -9.9 -10.8 -2 17.2 20.2 -7.1 Tata India Tax Savings Fund Growth ₹44.0254
↑ 0.16 ₹4,748 500 -3.8 -0.2 8.9 15.4 15.3 4.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jan 26 Research Highlights & Commentary of 10 Funds showcased
Commentary TATA Mid Cap Growth Fund TATA India Pharma & Healthcare Fund Tata Equity PE Fund Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%) Tata Equity P/E Fund Regular Plan - Dividend Trigger B(10%) TATA Resources & Energy Fund TATA India Consumer Fund TATA Banking and Financial Services Fund TATA Infrastructure Fund Tata India Tax Savings Fund Point 1 Upper mid AUM (₹5,497 Cr). Bottom quartile AUM (₹1,311 Cr). Highest AUM (₹9,061 Cr). Top quartile AUM (₹9,061 Cr). Upper mid AUM (₹9,061 Cr). Bottom quartile AUM (₹1,222 Cr). Lower mid AUM (₹2,671 Cr). Lower mid AUM (₹3,225 Cr). Bottom quartile AUM (₹2,016 Cr). Upper mid AUM (₹4,748 Cr). Point 2 Oldest track record among peers (31 yrs). Established history (10+ yrs). Established history (21+ yrs). Established history (16+ yrs). Established history (21+ yrs). Established history (10+ yrs). Established history (10+ yrs). Established history (10+ yrs). Established history (21+ yrs). Established history (11+ yrs). Point 3 Rating: 2★ (upper mid). Not Rated. Top rated. Not Rated. Not Rated. Not Rated. Not Rated. Not Rated. Rating: 3★ (upper mid). Rating: 5★ (top quartile). Point 4 Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: Moderately High. Point 5 5Y return: 19.56% (top quartile). 5Y return: 13.91% (bottom quartile). 5Y return: 17.45% (upper mid). 5Y return: 17.39% (upper mid). 5Y return: 17.34% (lower mid). 5Y return: 18.14% (upper mid). 5Y return: 15.10% (bottom quartile). 5Y return: 15.42% (lower mid). 5Y return: 20.18% (top quartile). 5Y return: 15.34% (bottom quartile). Point 6 3Y return: 22.31% (top quartile). 3Y return: 20.40% (top quartile). 3Y return: 19.64% (upper mid). 3Y return: 19.60% (upper mid). 3Y return: 19.54% (upper mid). 3Y return: 17.75% (lower mid). 3Y return: 17.59% (lower mid). 3Y return: 17.33% (bottom quartile). 3Y return: 17.20% (bottom quartile). 3Y return: 15.41% (bottom quartile). Point 7 1Y return: 10.94% (upper mid). 1Y return: -0.62% (bottom quartile). 1Y return: 8.56% (lower mid). 1Y return: 8.56% (lower mid). 1Y return: 8.56% (upper mid). 1Y return: 13.39% (top quartile). 1Y return: 2.98% (bottom quartile). 1Y return: 22.01% (top quartile). 1Y return: -2.00% (bottom quartile). 1Y return: 8.93% (upper mid). Point 8 Alpha: -0.26 (top quartile). Alpha: -2.96 (upper mid). Alpha: -3.79 (lower mid). Alpha: -3.79 (lower mid). Alpha: -3.79 (bottom quartile). Alpha: -7.22 (bottom quartile). Alpha: -10.66 (bottom quartile). Alpha: -1.48 (upper mid). Alpha: 0.00 (top quartile). Alpha: -2.63 (upper mid). Point 9 Sharpe: 0.07 (upper mid). Sharpe: -0.58 (bottom quartile). Sharpe: -0.07 (upper mid). Sharpe: -0.07 (lower mid). Sharpe: -0.07 (lower mid). Sharpe: 0.32 (top quartile). Sharpe: -0.45 (bottom quartile). Sharpe: 0.82 (top quartile). Sharpe: -0.52 (bottom quartile). Sharpe: 0.00 (upper mid). Point 10 Information ratio: -0.48 (bottom quartile). Information ratio: -0.13 (lower mid). Information ratio: 0.96 (top quartile). Information ratio: 0.94 (top quartile). Information ratio: 0.93 (upper mid). Information ratio: -0.19 (bottom quartile). Information ratio: 0.03 (upper mid). Information ratio: 0.29 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: -0.26 (bottom quartile). TATA Mid Cap Growth Fund
TATA India Pharma & Healthcare Fund
Tata Equity PE Fund
Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%)
Tata Equity P/E Fund Regular Plan - Dividend Trigger B(10%)
TATA Resources & Energy Fund
TATA India Consumer Fund
TATA Banking and Financial Services Fund
TATA Infrastructure Fund
Tata India Tax Savings Fund
1. TATA Mid Cap Growth Fund
TATA Mid Cap Growth Fund
Growth Launch Date 1 Jul 94 NAV (28 Jan 26) ₹434.374 ↑ 4.37 (1.02 %) Net Assets (Cr) ₹5,497 on 31 Dec 25 Category Equity - Mid Cap AMC Tata Asset Management Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio 0.07 Information Ratio -0.48 Alpha Ratio -0.26 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 28 Jan 26 Duration Returns 1 Month -4.1% 3 Month -2.2% 6 Month -0.4% 1 Year 10.9% 3 Year 22.3% 5 Year 19.6% 10 Year 15 Year Since launch 12.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 5.8% 2023 22.7% 2022 40.5% 2021 0.6% 2020 40% 2019 24.3% 2018 6.5% 2017 -13% 2016 49.8% 2015 -2.2% Fund Manager information for TATA Mid Cap Growth Fund
Name Since Tenure Data below for TATA Mid Cap Growth Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. TATA India Pharma & Healthcare Fund
TATA India Pharma & Healthcare Fund
Growth Launch Date 28 Dec 15 NAV (27 Jan 26) ₹28.5851 ↓ -0.05 (-0.16 %) Net Assets (Cr) ₹1,311 on 31 Dec 25 Category Equity - Sectoral AMC Tata Asset Management Limited Rating Risk High Expense Ratio 2.17 Sharpe Ratio -0.58 Information Ratio -0.13 Alpha Ratio -2.96 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 28 Jan 26 Duration Returns 1 Month -5.5% 3 Month -7.3% 6 Month -7.7% 1 Year -0.6% 3 Year 20.4% 5 Year 13.9% 10 Year 15 Year Since launch 11% Historical performance (Yearly) on absolute basis
Year Returns 2024 -4.9% 2023 40.4% 2022 36.6% 2021 -8% 2020 19.1% 2019 64.4% 2018 5.5% 2017 -2.6% 2016 4.7% 2015 -14.7% Fund Manager information for TATA India Pharma & Healthcare Fund
Name Since Tenure Data below for TATA India Pharma & Healthcare Fund as on 31 Dec 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 (28 Jan 26) ₹354.547 ↑ 5.93 (1.70 %) Net Assets (Cr) ₹9,061 on 31 Dec 25 Category Equity - Value AMC Tata Asset Management Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.79 Sharpe Ratio -0.07 Information Ratio 0.96 Alpha Ratio -3.79 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 28 Jan 26 Duration Returns 1 Month -3.7% 3 Month -3% 6 Month 0.2% 1 Year 8.6% 3 Year 19.6% 5 Year 17.4% 10 Year 15 Year Since launch 17.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 3.7% 2023 21.7% 2022 37% 2021 5.9% 2020 28% 2019 12.5% 2018 5.3% 2017 -7.1% 2016 39.4% 2015 16.2% Fund Manager information for Tata Equity PE Fund
Name Since Tenure Data below for Tata Equity PE Fund as on 31 Dec 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 A (5%)
Tata Equity P/E Fund Regular Plan - Dividend Trigger A (5%)
Normal Dividend, Reinvestment Launch Date 5 Oct 09 NAV (28 Jan 26) ₹131.884 ↑ 2.21 (1.70 %) Net Assets (Cr) ₹9,061 on 31 Dec 25 Category Equity - Value AMC Tata Asset Management Limited Rating Risk Moderately High Expense Ratio 1.79 Sharpe Ratio -0.07 Information Ratio 0.94 Alpha Ratio -3.79 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 28 Jan 26 Duration Returns 1 Month -3.7% 3 Month -3% 6 Month 0.2% 1 Year 8.6% 3 Year 19.6% 5 Year 17.4% 10 Year 15 Year Since launch 13.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 3.7% 2023 21.6% 2022 36.9% 2021 5.9% 2020 27.9% 2019 12.5% 2018 5.3% 2017 -7.1% 2016 39.4% 2015 16.2% 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 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. 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 (28 Jan 26) ₹118.676 ↑ 1.99 (1.70 %) Net Assets (Cr) ₹9,061 on 31 Dec 25 Category Equity - Value AMC Tata Asset Management Limited Rating Risk Moderately High Expense Ratio 1.79 Sharpe Ratio -0.07 Information Ratio 0.93 Alpha Ratio -3.79 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 28 Jan 26 Duration Returns 1 Month -3.7% 3 Month -3% 6 Month 0.2% 1 Year 8.6% 3 Year 19.5% 5 Year 17.3% 10 Year 15 Year Since launch 17.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 3.7% 2023 21.6% 2022 36.8% 2021 5.9% 2020 27.8% 2019 12.4% 2018 5.3% 2017 -7.1% 2016 39.4% 2015 16.2% 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 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. TATA Resources & Energy Fund
TATA Resources & Energy Fund
Growth Launch Date 28 Dec 15 NAV (27 Jan 26) ₹44.9216 ↑ 0.60 (1.34 %) Net Assets (Cr) ₹1,222 on 31 Dec 25 Category Equity - Sectoral AMC Tata Asset Management Limited Rating Risk High Expense Ratio 2.22 Sharpe Ratio 0.32 Information Ratio -0.19 Alpha Ratio -7.22 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 28 Jan 26 Duration Returns 1 Month -1.5% 3 Month -2.8% 6 Month -1.6% 1 Year 13.4% 3 Year 17.7% 5 Year 18.1% 10 Year 15 Year Since launch 16.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 10.6% 2023 13.1% 2022 27.7% 2021 1.4% 2020 46.6% 2019 30.6% 2018 9.7% 2017 -15.6% 2016 32.3% 2015 21.3% Fund Manager information for TATA Resources & Energy Fund
Name Since Tenure Data below for TATA Resources & Energy Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 7. TATA India Consumer Fund
TATA India Consumer Fund
Growth Launch Date 28 Dec 15 NAV (27 Jan 26) ₹42.2059 ↑ 0.04 (0.09 %) Net Assets (Cr) ₹2,671 on 31 Dec 25 Category Equity - Sectoral AMC Tata Asset Management Limited Rating Risk High Expense Ratio 2.02 Sharpe Ratio -0.45 Information Ratio 0.03 Alpha Ratio -10.66 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 28 Jan 26 Duration Returns 1 Month -6.8% 3 Month -9.2% 6 Month -4.9% 1 Year 3% 3 Year 17.6% 5 Year 15.1% 10 Year 15 Year Since launch 15.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 -2.1% 2023 26.7% 2022 35.8% 2021 1% 2020 27.5% 2019 21% 2018 -2% 2017 -2.1% 2016 73.3% 2015 3.1% Fund Manager information for TATA India Consumer Fund
Name Since Tenure Data below for TATA India Consumer Fund as on 31 Dec 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 Jan 26) ₹44.2674 ↑ 0.52 (1.19 %) Net Assets (Cr) ₹3,225 on 31 Dec 25 Category Equity - Sectoral AMC Tata Asset Management Limited Rating Risk High Expense Ratio 1.98 Sharpe Ratio 0.82 Information Ratio 0.29 Alpha Ratio -1.48 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 28 Jan 26 Duration Returns 1 Month -1.7% 3 Month -1.1% 6 Month 1.9% 1 Year 22% 3 Year 17.3% 5 Year 15.4% 10 Year 15 Year Since launch 15.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 17.5% 2023 9% 2022 22% 2021 16.9% 2020 11.9% 2019 2.7% 2018 25.7% 2017 -0.1% 2016 45% 2015 17.8% 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 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 9. TATA Infrastructure Fund
TATA Infrastructure Fund
Growth Launch Date 31 Dec 04 NAV (28 Jan 26) ₹157.479 ↑ 3.11 (2.02 %) Net Assets (Cr) ₹2,016 on 31 Dec 25 Category Equity - Sectoral AMC Tata Asset Management Limited Rating ☆☆☆ Risk High Expense Ratio 2.07 Sharpe Ratio -0.52 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 28 Jan 26 Duration Returns 1 Month -7.1% 3 Month -9.9% 6 Month -10.8% 1 Year -2% 3 Year 17.2% 5 Year 20.2% 10 Year 15 Year Since launch 13.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 -7.1% 2023 22.9% 2022 45.1% 2021 7.6% 2020 53.5% 2019 11.1% 2018 2.8% 2017 -15.7% 2016 42.2% 2015 5.3% Fund Manager information for TATA Infrastructure Fund
Name Since Tenure Data below for TATA Infrastructure Fund as on 31 Dec 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 Jan 26) ₹44.0254 ↑ 0.16 (0.36 %) Net Assets (Cr) ₹4,748 on 31 Dec 25 Category Equity - ELSS AMC Tata Asset Management Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.83 Sharpe Ratio 0 Information Ratio -0.26 Alpha Ratio -2.63 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 28 Jan 26 Duration Returns 1 Month -4.5% 3 Month -3.8% 6 Month -0.2% 1 Year 8.9% 3 Year 15.4% 5 Year 15.3% 10 Year 15 Year Since launch 14% Historical performance (Yearly) on absolute basis
Year Returns 2024 4.9% 2023 19.5% 2022 24% 2021 5.9% 2020 30.4% 2019 11.9% 2018 13.6% 2017 -8.4% 2016 46% 2015 2.1% Fund Manager information for Tata India Tax Savings Fund
Name Since Tenure Data below for Tata India Tax Savings Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
SIP పెట్టుబడి ఎలా పెరుగుతుంది?
మీది ఎలాగో తెలుసుకోవాలనుకుంటున్నారుSIP పెట్టుబడి మీరు నిర్దిష్ట కాలానికి నెలవారీ కొంత మొత్తాన్ని పెట్టుబడి పెడితే పెరుగుతుందా? మేము మీకు ఒక ఉదాహరణతో వివరిస్తాము.
SIP కాలిక్యులేటర్ లేదా SIP రిటర్న్ కాలిక్యులేటర్
SIP కాలిక్యులేటర్లు సాధారణంగా SIP పెట్టుబడి మొత్తం (లక్ష్యం) పెట్టుబడి పెట్టాలని కోరుకునే ఇన్పుట్లను తీసుకుంటాయి, ఎన్ని సంవత్సరాల పెట్టుబడి అవసరం, ఊహించినవిద్రవ్యోల్బణం రేట్లు (దీనిని పరిగణనలోకి తీసుకోవాలి!) మరియు ఆశించిన రాబడి. అందువల్ల, ఒక లక్ష్యాన్ని సాధించడానికి అవసరమైన SIP రాబడిని లెక్కించవచ్చు!
మీరు INR 10 పెట్టుబడి పెడితే, అనుకుందాం.000 10 సంవత్సరాల పాటు, మీ SIP పెట్టుబడి ఎలా పెరుగుతుందో చూడండి-
నెలవారీ పెట్టుబడి: INR 10,000
పెట్టుబడి కాలం: 10 సంవత్సరాల
పెట్టుబడి పెట్టబడిన మొత్తం: INR 12,00,000
దీర్ఘకాలిక వృద్ధి రేటు (సుమారుగా): 15%
అంచనా ప్రకారం రాబడులుసిప్ కాలిక్యులేటర్: INR 27,86,573
నికర లాభం: INR 15,86,573 (సంపూర్ణ రాబడి= 132.2%)
మీరు 10 సంవత్సరాల పాటు నెలవారీ INR 10,000 పెట్టుబడి పెడితే (మొత్తం INR) అని పై లెక్కలు చూపిస్తున్నాయి12,00,000) మీరు సంపాదిస్తారుINR 27,86,573, అంటే మీరు చేసే నికర లాభంINR 15,86,573. ఇది గొప్పది కాదా!
టాటా మ్యూచువల్ ఫండ్ SIP ఆన్లైన్లో ఎలా పెట్టుబడి పెట్టాలి?
Fincash.comలో జీవితకాలం కోసం ఉచిత పెట్టుబడి ఖాతాను తెరవండి.
మీ రిజిస్ట్రేషన్ మరియు KYC ప్రక్రియను పూర్తి చేయండి
పత్రాలను అప్లోడ్ చేయండి (పాన్, ఆధార్, మొదలైనవి).మరియు, మీరు పెట్టుబడి పెట్టడానికి సిద్ధంగా ఉన్నారు!
ఇక్కడ అందించిన సమాచారం ఖచ్చితమైనదని నిర్ధారించడానికి అన్ని ప్రయత్నాలు చేయబడ్డాయి. అయినప్పటికీ, డేటా యొక్క ఖచ్చితత్వానికి సంబంధించి ఎటువంటి హామీలు ఇవ్వబడవు. దయచేసి ఏదైనా పెట్టుబడి పెట్టే ముందు పథకం సమాచార పత్రంతో ధృవీకరించండి.
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