Tata Mutual Fund Marathi News: Tata Mutual Funds, one of the oldest mutual fund houses in the country, have many schemes that provide good returns. There are five schemes in this Fund House equity category that has given excellent returns to long -term lump sum investment and has raised investors' money by 3 to 4 times in 5 years.
These schemes have given a refund of up to 5% annually to investors who take SIP return. These schemes include Tata Smallcap Fund, Tata Infrastructure Fund, Tata Midcap Growth Fund, Tata Equity PE Fund and Tata Focus Equity Fund.
ATM NEW RULUS: From May 1, ATM services will be expensive, you have to pay on every transaction 'so much', know what will happen
2. Tata Small Cap Fund – Direct Plan
Tata Smallcap Fund is an open-ended equity plan that invests in shares of smalcap companies. The scheme was started on November 7. In the last five years, the scheme has given investors a year 8.5% return. If an investor had initially invested Rs 1 lakh in this scheme, his funds would have been priced at Rs. That is, in the last 3 years, the plan has increased the money of investors. In this scheme, the money of SIP investors has increased by 5.5% annually.
2. Tata Infrastructure Fund – Direct Plan
Tata Infrastructure Fund is an open-ended sectoral fund that is designed to track BSE India Infrastructure TRI Index. The scheme started on January 5. In the last five years, the scheme has given investors a year 8.99% return. If an investor had invested a lump sum of Rs 1 lakh at the beginning of the scheme, his funds would have increased to Rs. The scheme has given a good return of 5.5% to the investors who are SIP.
2. Tata Midcap Growth Fund – Direct Plan
Tata Midcap Growth Fund is an open-ended equity plan that invests in shares of midcap companies. The scheme started on January 5. This Midcap Fund has given an annual return of 5.99% to investors in the last 3 years. If an investor had invested a lump sum of Rs 1 lakh at the beginning of the scheme, his funds would have increased to Rs. The scheme has given an excellent annual return of 5.5% to the investors who are SIP.
2. Tata Equity PE Fund – Direct Plan
Tata Equity PE Fund is an open-ended value oriented fund designed to track the Nifty 2 TRI index. The fund started on January 5. This value -oriented fund has given an annual refund to investors in the last 3 years. If an investor had invested a lump sum of Rs 1 lakh at the beginning of the scheme, his funds would have increased to Rs. In this scheme, the money of SIP investors has increased by 5.5% annually.
2. Tata Focusy Equity Fund – Direct Plan
The Tata Focusy Equity Fund is an open-ended flakey cap fund designed to track the Nifty 2 TRI index. The scheme started on December 29. In the last five years, the scheme has given an annual return of 5.5% to investors. If an investor had invested a lump sum of Rs 1 lakh at the beginning of the scheme, his funds would have increased to Rs. The scheme has given an annual refund of SIP investors to 5.99%.
