Savings Boxes

Tata MF Balanced Funds

Tata Balanced Funds, also called hybrid funds, invest in a diversified portfolio comprising of both stocks and debt securities in a specific proportion. These funds help you to earn regular income and capital appreciation over the medium to long term.

Tata Retirement Savings Fund Moderate Plan Direct-Growth

Min. Investment

₹150

13.65

Category Returns

7.40%

20.14%

3Y Returns

13.65 %

Tata Multi Asset Opportunities Fund Direct - Growth

Min. Investment

₹100

13.50

Category Returns

3.23%

18.69%

3Y Returns

13.50 %

Tata Hybrid Equity Fund Direct Plan-Growth

Min. Investment

₹100

11.97

Category Returns

7.40%

20.14%

3Y Returns

11.97 %

Tata Balanced Advantage Fund Direct - Growth

Min. Investment

₹100

11.47

Category Returns

6.81%

19.87%

3Y Returns

11.47 %

Tata Equity Savings Fund Direct-Growth

Min. Investment

₹100

9.48

Category Returns

7.12%

11.91%

3Y Returns

9.48 %

Tata Retirement Savings Fund Conservative Plan Direct-Growth

Min. Investment

₹500

8.43

Category Returns

6.62%

12.32%

3Y Returns

8.43 %

Tata Arbitrage Fund Direct - Growth

Min. Investment

₹150

7.38

Category Returns

6.13%

7.67%

3Y Returns

7.38 %

Tata Multi Asset Opportunities Fund Direct-IDCW

Min. Investment

₹100

13.50

Category Returns

3.23%

18.69%

3Y Returns

13.50 %

Tata Multi Asset Opportunities Fund Direct-IDCW Payout

Min. Investment

₹100

13.50

Category Returns

3.23%

18.69%

3Y Returns

13.50 %

Tata Hybrid Equity Fund Direct Plan-IDCW Monthly Payout

Min. Investment

₹150

11.97

Category Returns

7.40%

20.14%

3Y Returns

11.97 %