Tata Mutual Fund has been growing consistently in the Indian mutual fund industry, offering diverse investment avenues. The brand has gained the trust of investors with its consistent performance and world-class service.
Here is a list of the top 7 Tata Mutual Funds to invest your hard-earned money in 2022:
Category: ELSS
Net Asset Value: Rs. 26.7117 (as on 19.07.22)
Allocation:
The fund invests 97.17 per cent of its assets in domestic equities, with 56.76 per cent in large-cap companies, 12.09 per cent in mid-cap stocks, and 14.04 per cent in small-cap equities.
Who should invest?
Investors wishing to invest funds for at least three years and who want the added benefit of income tax savings in addition to greater expected profits. Simultaneously, the investors should be prepared for the risk of moderate to low losses in their investments and a three-year lock-in period.
Category: Value Fund
Net Asset Value: Rs. 188.7626 (as on 19.07.22)
Allocation:
The fund invests 97.93 per cent of its assets in domestic equities, with 64.84 per cent in large-cap companies, 13.69 per cent in mid-cap stocks, and 6.14 per cent in small-cap equities.
Who should invest?
Investors with excellent awareness of macro trends in the market and a preference for taking selected bets for better returns than other Equity funds. However, these investors need to be prepared for moderate to large losses in their mutual fund investments, even if the general market is performing well.
Category: Retirement
Net Asset Value: Rs. 40.1708 (as on 19.07.22)
Allocation:
The fund invests 79.64 per cent of its assets in domestic equities, with 47.35 per cent in large-cap companies, 11.32 per cent in mid-cap stocks, and 7.4 per cent in small-cap stocks. The fund invests 13.94 per cent of its assets in debt, including 4.18 per cent in government securities and 9.76 per cent in low-risk securities.
Who should invest?
Investors can stay invested for at least five years and are ready to face little highs and lows during the period.
Category: Retirement
Net Asset Value: Rs. 39.6511 (as on 19.07.22)
Allocation:
The fund invests 94.05 per cent of its assets in domestic equities, with 55.52 per cent in large-cap companies, 13.05 per cent in mid-cap stocks, and 8.6 per cent in small-cap stocks.
Who should invest?
Investors can stay invested for at least five years and are ready to face little highs and lows during the period.
Category: Liquid
Net Asset Value: Rs. 3373.5902 (as on 19.07.22)
Allocation:
The fund invests 101.98 per cent of its assets in debt, with 43.29 per cent in government securities and 58.69 per cent in low-risk securities.
Who should invest?
Investors searching for a short-term investment alternative to bank deposits or bank accounts.
Category: Low Duration
Net Asset Value: Rs. 2112.88 (as on 19.07.22)
Allocation:
The fund invests 93.37 per cent of its assets in debt, with 16.84 per cent in government securities and 76.53 per cent in low-risk securities.
Who should invest?
Suitable for: Investors searching for a 1-3 year investment alternative to bank savings.
Category: Retirement
Net Asset Value: Rs. 24.2632 (as on 19.07.22)
Allocation:
The fund invests 27.89 per cent of its assets in domestic equities, including 16.75 per cent in large-cap companies, 4.08 per cent in mid-cap stocks, and 2.41 per cent in small-cap stocks. This fund invests 61.34 per cent of its assets in debt, 32.65 per cent in government securities, and 28.69 per cent in low-risk securities.
Who should invest?
Investors can stay invested for at least five years and are ready to face little highs and lows during the period.
The Bottom Line
As outlined above, it is clear that Tata Mutual Fund is a great option for those who wish to invest in mutual funds and earn a profit on their investment. Whether you are looking for a short-term or long-term investment opportunity, Tata MF has an option to fit your needs. So, if you're interested in joining other investors by using the services of this brand, check out what they have available today!
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