Tata Mutual Fund vs Edelweiss Mutual Fund SIP Comparison

Compare SIP returns, minimum investments, and top schemes to make an informed decision

Tata Mutual Fund

Minimum Investment

500

Average Return

12.4%

Top Schemes

Tata Small Cap Fund

Tata Digital India Fund

Tata Ethical Fund

Key Features

Tata Group backing

Ethical investment focus

Strong digital presence

Transparent operations

Edelweiss Mutual Fund

Minimum Investment

500

Average Return

12.7%

Top Schemes

Edelweiss Mid Cap Fund

Edelweiss Small Cap Fund

Edelweiss Large Cap Fund

Key Features

Strong small & mid cap expertise

Quality-focused investing

Bottom-up stock selection

Diversified financial group

Calculate SIP Returns for Both

Calculate with Tata

Investment Details

Monthly Investment

Expected Return Rate (p.a.)

Time Period

Expected Returns

Total Invested

₹60,000

Est. Returns

₹58,976

Total Value

₹1,18,976

Invested Amount: 60,000
Estimated Returns: 58,976
Total Value: 1,18,976

SIP Growth Projection

Calculate with Edelweiss

Investment Details

Monthly Investment

Expected Return Rate (p.a.)

Time Period

Expected Returns

Total Invested

₹60,000

Est. Returns

₹61,135

Total Value

₹1,21,135

Invested Amount: 60,000
Estimated Returns: 61,135
Total Value: 1,21,135

SIP Growth Projection

Tata Mutual Fund vs Edelweiss Mutual Fund: Which is Better for SIP?

Backed by the trusted Tata Group, Tata Mutual Fund offers a range of well-managed schemes. Known for ethical investing and consistent performance across market cycles.

Part of Edelweiss Group, known for strong mid and small cap funds. Focus on quality stocks and bottom-up stock selection approach.

Making Your Choice

Both Tata and Edelweiss are reputable mutual fund houses in India. Your choice should depend on your investment goals, minimum investment capacity, and preference for specific fund categories. Consider factors like minimum investment amount, average returns, fund options, and the institution's track record.

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