Tata Mutual Fund
Tata Mutual Fund is a company of Tata Group, one of the largest industrial group in the country. Tata Mutual Fund Asset Management Company has several schemes in its portfolio, these include equity funds as well as debt funds.
Talking about the equity schemes of Tata Mutual Fund, investors have got great returns in them. The wealth of investors has increased by 4 times in just 5 years. In these schemes, there has been a tremendous growth in wealth even on investment through Systematic Investment Plan ie SIP.
Here we have selected 3 such schemes, in which investors have got double, triple or four times returns in the last 5 years. The special thing about these schemes is that investment can be started with a SIP of just Rs 150.
3 Strong funds of Tata Mutual Fund
Tata Digital India Fund
Investors got 37.22 percent annual return in the last 5 years in Tata Digital India Fund. A lump sum investment of Rs 1 lakh 5 years ago in this scheme is Rs 4.86 lakh today.
At the same time, the value of 10,000 monthly SIP has gone up to Rs 17.05 lakh. One can start investing in this scheme with a monthly SIP of Rs 150. The assets of this scheme are Rs 3,842 crore while the expense ratio is 0.43 per cent (as on 31 October 2021). This scheme was launched on 28 December 2015.
Tata Midcap Growth Fund
In the last 5 years, investors got 20.96 percent annual return in Tata Midcap Growth Fund. A lump sum investment of Rs 1 lakh 5 years ago in this scheme is Rs 2.59 lakh today.
At the same time, the value of 10,000 monthly SIP has gone up to Rs 10.97 lakh. One can start investing in this scheme with a monthly SIP of Rs 150. The assets of this scheme are Rs 1,460 crore while the expense ratio is 1.06 per cent (as on 31 October 2021). This scheme was launched on 1 January 2013.
ALSO READ
Tata India Consumer Fund
Investors got 23.59 percent annual return in the last 5 years in Tata India Consumer Fund. A lump sum investment of Rs 1 lakh 5 years ago in this scheme is Rs 2.88 lakh today.
At the same time, the value of 10,000 monthly SIP has gone up to Rs 10 lakh. One can start investing in this scheme with a monthly SIP of Rs 150. The assets of this scheme are Rs 1,344 crore while the expense ratio is 0.88 per cent (as on 31 October 2021). This scheme was launched on 28 December 2015.
DISCLAIMER
The information and material contained in these blog are subject to change without prior notice. Investments in debentures, equity shares etc, are not obligations of or guaranteed by TeknikalRaman.com, and are subject to investment risks.
The information contained in this website, graphics, links, including text or other items are provided on an ‘as is’, ‘as available’ basis. TeknikalRaman.com does not warrant the adequacy, accuracy, or completeness of this information and material and expressly disclaims liability for errors or omissions in this information and material. In no event will TeknikalRaman.com be liable for any damages, including without limitation direct or indirect, special, incidental, or consequential damages.
ALSO, READ-
