Tata Mutual Fund vs Trust 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

Trust Mutual Fund

Minimum Investment

5000

Average Return

12.6%

Top Schemes

Trust Flexi Cap Fund

Trust Small Cap Fund

Trust Multi Cap Fund

Key Features

Research-driven approach

Disciplined investing

Focused portfolios

Risk management focus

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 Trust MF

Investment Details

Monthly Investment

Expected Return Rate (p.a.)

Time Period

Expected Returns

Total Invested

₹6,00,000

Est. Returns

₹6,04,102

Total Value

₹12,04,102

Invested Amount: 6,00,000
Estimated Returns: 6,04,102
Total Value: 12,04,102

SIP Growth Projection

Tata Mutual Fund vs Trust 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.

Focused on delivering consistent returns through disciplined investment approach. Known for research-based stock selection and risk management.

Making Your Choice

Both Tata and Trust MF 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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