Tata Mutual Fund vs Zerodha 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

Zerodha Mutual Fund


Minimum Investment

₹250

Average Return

11.8%

Top Schemes

  • Zerodha Nifty 50 Index Fund
  • Zerodha Nifty Next 50 Index Fund
  • Zerodha Nifty Bank Index Fund

Key Features

  • Ultra-low expense ratios
  • Index fund specialists
  • Zerodha platform integration
  • Transparent pricing

Calculate SIP Returns for Both

Calculate with Tata

Investment Details

Expected Returns

₹1,18,976

estimated value

Invested₹60,000
Returns₹58,976

Growth Projection

Calculate with Zerodha

Investment Details

Expected Returns

₹57,398

estimated value

Invested₹30,000
Returns₹27,398

Growth Projection


Tata Mutual Fund vs Zerodha 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.

From India's largest stock broker, Zerodha Fund House offers passive index funds with minimal expenses. Focus on low-cost investing through index funds.

Making Your Choice

Both Tata and Zerodhaare 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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