Tata Mutual Fund vs Yes Bank 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

Yes Bank Mutual Fund

Minimum Investment

1000

Average Return

12.1%

Top Schemes

Yes Flexi Cap Fund

Yes Equity Fund

Yes Balanced Advantage Fund

Key Features

Bank-backed AMC

Balanced fund expertise

Wide distribution network

Systematic approach

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 Yes Bank

Investment Details

Monthly Investment

Expected Return Rate (p.a.)

Time Period

Expected Returns

Total Invested

₹1,20,000

Est. Returns

₹1,13,727

Total Value

₹2,33,727

Invested Amount: 1,20,000
Estimated Returns: 1,13,727
Total Value: 2,33,727

SIP Growth Projection

Tata Mutual Fund vs Yes Bank 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.

Yes Bank's mutual fund arm offers systematic investment solutions with focus on balanced growth. Backed by banking expertise and strong distribution network.

Making Your Choice

Both Tata and Yes Bank 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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