Tata Mutual Fund |
Many Tata group companies are not only listed on the stock market, but many of them are also known for delivering high returns. Many of the group’s stocks have been wealth generators for investors for a long time. Tata group in equity market (Tata Mutual Fund login) Although offering direct investment options, the group is also in the mutual fund business.
Investors’ money increased 8 times in 10 years
Be it short term or long term, many schemes of Tata Mutual Fund have done very well on the return chart. Talking about long term there are many schemes which are getting returns at 20 to 23 percent CAGR in 10 years. Investors’ money in these schemes has increased 8 times in 10 years. Here we have given information about 5 funds which have given highest returns in 10 years on SIP and lump sum investment.
Tata Midcap Growth Fund
* Return on lump sum investment in 10 years : 23.57 percent
* Value of 1 lakh investment in 10 years : Rs 8.39 lakh
* Return on SIP investment in 10 years: 19.54 percent
* Value of SIP of Rs 5000 per month in 10 years : Rs 16.80 lakh
* Total Assets : Rs 2315 Crores (31 July 2023)
* Expense Ratio: 0.93% (July 31, 2023)
Tata Equity PE Fund
* Return on lump sum investment in 10 years : 20.53 percent
* Value of 1 lakh investment in 10 years : Rs 6.61 lakh
* Return on SIP investment in 10 years: 16.45 percent
* Value of SIP of Rs 5000 per month in 10 years : Rs 14.23 lakh
* Total Assets : Rs 6019 Crores (31 July 2023)
* Expense Ratio: 0.87% (31 July 2023)
Tata Infrastructure Fund
* Return on lump sum investment in 10 years : 20 percent
* Value of 1 lakh investment in 10 years : Rs 6.40 lakh
* Return on SIP investment in 10 years: 18.45 percent
* Value of Rs 5000 monthly SIP over 10 years : Rs 15.84 lakh
* Total Assets : Rs.1252 Crores (31 July 2023)
* Proof of expenditure: 1.43% (31 July 2023)
Tata Large and Midcap Fund
* Return on lump sum investment in 10 years : 18.37 percent
* Value of 1 lakh investment in 10 years : Rs 5.49 lakh
* Return on SIP investment in 10 years : 16.55 percent
* Value of SIP of Rs 5000 per month in 10 years : Rs 14.30 lakh
* Total Assets : Rs 4985 Crore (31 July 2023)
* Expense ratio: 0.86% (31 July 2023)
Tata Retirement Savings Fund
* Return on lump sum investment in 10 years : 18.23 percent
* Value of 1 lakh investment in 10 years : Rs 5.40 lakh
* Return on SIP investment in 10 years: 15.28 percent
* Value of SIP of Rs 5000 per month in 10 years : Rs 13.35 lakh
* Total Assets : Rs.1492 Crores (31 July 2023)
* Expense ratio: 0.62% (31 July 2023)
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