Tata Mutual Fund: One of the oldest mutual fund houses in the country, Tata Mutual Fund has several schemes that give good returns. There are five schemes in the equity category of this fund house, which have given excellent returns on long -term lump sum investment and have increased investors’ money by 3 to 4 times in 5 years.
These schemes have given returns up to 26% per year to investors taking SIP returns. These schemes include Tata Smallcap Fund, Tata Infrastructure Fund, Tata Midcap Growth Fund, Tata Equity PE Fund and Tata Focus Equity Fund.
1. Tata Small Cap Fund – Direct Plan
The Tata Smallcap Fund is an open-ended equity scheme that invests in shares of smallcap companies. The scheme was launched on 12 November 2018. In the last five years, the scheme has given an annual return of 36.16% to investors. If an investor had initially invested a lump sum of Rs 1 lakh in this scheme, today the value of his fund would have been Rs 4.68 lakh. This means that in the last 5 years, the money of investors has increased 4 times due to this scheme. In this scheme, the money of investors doing SIPs has increased at the rate of 26.35% annually.
2. Tata Infrastructure Fund – Direct Plan
The Tata Infrastructure Fund is an open-ended sectoral fund designed to track BSE India Infrastructure TRI Index. The scheme started on 1 January 2013. In the last five years, the scheme has given an annual return of 31.09% to investors. If an investor had invested a lump sum of Rs 1 lakh at the beginning of this scheme, then the price of his fund would have increased to Rs 3.87 lakh today. The scheme has given good returns of 23.83% per year to investors doing SIPs.
3. Tata Midcap Growth Fund – Direct Plan
Tata Midcap Growth Fund is an open-ended equity scheme that invests in shares of midcap companies. The scheme started on 1 January 2013. This midcap fund has given investors an annual return of 28.69% in the last 5 years. If an investor had invested a lump sum of Rs 1 lakh at the beginning of this scheme, then the price of his fund would have increased to Rs 3.53 lakh today. The scheme has given a spectacular annual return of 21.53% to investors doing SIPs.
4. Tata Equity PE Fund – Direct Plan
The Tata Equity PE Fund is an open-ended value oriented fund designed to track the Nifty 500 TRI index. The fund was launched on 1 January 2013. This price-oriented fund has given investors an annual return of 26.26% in the last 5 years. If an investor had invested a lump sum of Rs 1 lakh at the beginning of this scheme, then the price of his fund would have increased to Rs 3.21 lakh today. In this scheme, the money of investors doing SIPs has increased at the rate of 20.66% annually.
5. Tata Focused Equity Fund – Direct Plan
The Tata Focused Equity Fund is an open-end flexi-cap fund designed to track the Nifty 500 TRI index. The scheme was launched on 5 December 2019. In the last five years, the scheme has given annual returns of 25.13% to investors. If an investor had invested a lump sum of Rs 1 lakh at the beginning of this scheme, today the price of his fund would have increased to Rs 3.7 lakh. The scheme has given an annual return of 17.89% to investors doing SIPs.
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