ಟಾಪ್ 10 ಅತ್ಯುತ್ತಮ ಟಾಟಾ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಯೋಜನೆಗಳು 2022 - Fincash.com

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ಟಾಟಾ ಮ್ಯೂಚುವಲ್ ಫಂಡ್‌ನಲ್ಲಿ ಏಕೆ ಹೂಡಿಕೆ ಮಾಡಬೇಕು?
ಅತ್ಯುತ್ತಮ ಟಾಟಾ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಯೋಜನೆಗಳು
ಟಾಟಾ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಆನ್‌ಲೈನ್‌ನಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವುದು ಹೇಗೆ?
Top 10 Funds

2022 ರ ಟಾಪ್ 10 ಅತ್ಯುತ್ತಮ ಟಾಟಾ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಯೋಜನೆಗಳು

Updated on December 22, 2024 , 47708 views

ಭಾರತದಲ್ಲಿನ ಅತ್ಯಂತ ಮೌಲ್ಯಯುತವಾದ ಬ್ರ್ಯಾಂಡ್‌ಗಳಿಂದ ಬೆಂಬಲಿತವಾಗಿದೆ,ಟಾಟಾ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ತನ್ನ ಸ್ಥಿರವಾದ ಕಾರ್ಯಕ್ಷಮತೆ ಮತ್ತು ವಿಶ್ವ ದರ್ಜೆಯ ಸೇವೆಯೊಂದಿಗೆ ಹೂಡಿಕೆದಾರರ ವಿಶ್ವಾಸವನ್ನು ಗಳಿಸಿದೆ. ಆಕ್ರಮಣಕಾರಿಯಿಂದ ಬಲಹೂಡಿಕೆದಾರ ಸಂಪ್ರದಾಯವಾದಿಗೆಬಂಡವಾಳ ಬಿಲ್ಡರ್, ಉದ್ಯಮಿ ಅಥವಾ ಸಂಬಳ ಪಡೆಯುವ ವೃತ್ತಿಪರ, ಟಾಟಾಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಪ್ರತಿ ಗ್ರಾಹಕರಿಗೆ ಹೂಡಿಕೆ ಆಯ್ಕೆಯನ್ನು ನೀಡುತ್ತದೆ.

ದಿAMC ಸ್ಥಿರವಾದ ದೀರ್ಘಕಾಲೀನ ಫಲಿತಾಂಶಗಳನ್ನು ಪಡೆಯುವ ಗುರಿಯನ್ನು ಹೊಂದಿದೆ. ಪೂರೈಸುವ ಸಲುವಾಗಿಹಣಕಾಸಿನ ಗುರಿಗಳು ಹೂಡಿಕೆದಾರರಲ್ಲಿ, ಫಂಡ್ ಹೌಸ್ ವಿವಿಧ ಗುರಿ ಆಧಾರಿತ ನಿಧಿಗಳನ್ನು ನೀಡುತ್ತದೆ. ಹೂಡಿಕೆದಾರರು ವಿವಿಧ ಯೋಜನೆಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಬಹುದು- ಈಕ್ವಿಟಿ, ಸಾಲ, ಸಮತೋಲನ,ದ್ರವ ನಿಧಿಗಳು, ತೆರಿಗೆ ಉಳಿತಾಯ, ಇತ್ಯಾದಿ. ಹೂಡಿಕೆ ಮಾಡಲು ಯೋಜಿಸಿರುವ ಒಬ್ಬರು ಕೆಳಗೆ ಪಟ್ಟಿ ಮಾಡಲಾದ ಟಾಪ್ 10 ಅತ್ಯುತ್ತಮ ಟಾಟಾ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಯೋಜನೆಗಳಿಂದ ನಿಧಿಯನ್ನು ಆಯ್ಕೆ ಮಾಡಬಹುದು.

AUM ನಂತಹ ಕೆಲವು ನಿಯತಾಂಕಗಳನ್ನು ಕೈಗೊಳ್ಳುವ ಮೂಲಕ ಈ ಹಣವನ್ನು ಶಾರ್ಟ್‌ಲಿಸ್ಟ್ ಮಾಡಲಾಗಿದೆ,ಅವು ಅಲ್ಲ, ಹಿಂದಿನ ಪ್ರದರ್ಶನಗಳು, ಪೀರ್ ಸರಾಸರಿ ಆದಾಯ, ಇತ್ಯಾದಿ.

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ಟಾಟಾ ಮ್ಯೂಚುವಲ್ ಫಂಡ್‌ನಲ್ಲಿ ಏಕೆ ಹೂಡಿಕೆ ಮಾಡಬೇಕು?

ಟಾಟಾ ಎಂಬ ಹೆಸರು ದೊಡ್ಡ ಮೌಲ್ಯ, ನಂಬಿಕೆ ಮತ್ತು ವಿಶ್ವಾಸಾರ್ಹತೆಯೊಂದಿಗೆ ಬರುತ್ತದೆ. ಇದು ದೇಶದಲ್ಲಿ ಹೆಚ್ಚಿನ ಇಕ್ವಿಟಿಯನ್ನು ಹೊಂದಿದೆ.
ನಿಧಿ ನಿರ್ವಹಣೆಯ ಜೊತೆಗೆ, ಟಾಟಾ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಪರಿಣಿತ ಹಣಕಾಸು ಸೇವೆಗಳನ್ನು ನೀಡುತ್ತದೆ. ಹೂಡಿಕೆದಾರರು ಕಂಪನಿಯ ನಂಬಿಕೆ ಮತ್ತು ಸ್ಥಿರ ದಾಖಲೆಯಿಂದ ಆಕರ್ಷಿತರಾಗುತ್ತಾರೆ.
ಕಂಪನಿಯ ಕಾರ್ಯಕ್ಷಮತೆಯು ಹೂಡಿಕೆದಾರರಲ್ಲಿ ತಮ್ಮ ಹಣದ ಸುರಕ್ಷತೆಯ ಬಗ್ಗೆ ವಿಶ್ವಾಸವನ್ನು ಮೂಡಿಸಿದೆ. ಹೆಚ್ಚಿನ ಅಪಾಯಗಳಿದ್ದರೂ ಸಹ, ಹೂಡಿಕೆದಾರರು ಹಣವನ್ನು ದುರುಪಯೋಗಪಡಿಸಿಕೊಳ್ಳುವುದಿಲ್ಲ ಎಂಬ ಬಲವಾದ ನಂಬಿಕೆಯನ್ನು ಹೊಂದಿದ್ದಾರೆ.
ಸಮಯದ ಅವಧಿಯಲ್ಲಿ ಕ್ರಮೇಣ ಸಂಪತ್ತು ಸೃಷ್ಟಿಗೆ ಇದು ಉತ್ತಮ ಆಯ್ಕೆಯಾಗಿದೆ.

ಅತ್ಯುತ್ತಮ ಟಾಟಾ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಯೋಜನೆಗಳು

Fund	NAV	Net Assets (Cr)	Min Investment	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	Since launch (%)	2023 (%)
Tata Equity PE Fund Growth	₹347.801 ↑ 0.05	₹8,640	5,000	150	-8.6	0.4	23.6	21.3	20.3	18.9	37
Tata Retirement Savings Fund - Progressive Growth	₹66.2211 ↑ 0.09	₹2,108	5,000	150	-4.4	5.4	23.6	15.5	16.2	15.5	29
Tata India Tax Savings Fund Growth	₹44.111 ↑ 0.05	₹4,663	500	500	-6.2	4.4	21.3	17.2	18.1	15.7	24
Tata Retirement Savings Fund-Moderate Growth	₹64.221 ↑ 0.07	₹2,177	5,000	150	-3.1	5.6	21	14.4	15.2	15.2	25.3
Tata Retirement Savings Fund - Conservative Growth	₹30.8588 ↑ 0.01	₹176	5,000	500	-1.1	3	10.6	7.4	8.2	8.9	12.1
Tata Treasury Advantage Fund Growth	₹3,774.08 ↓ -0.20	₹2,460	5,000	500	1.7	3.6	7.4	6.1	5.9	7.1	6.9
Tata Liquid Fund Growth	₹3,967.16 ↑ 0.38	₹23,123	5,000	500	1.7	3.5	7.3	6.3	5.3	7	7
TATA Infrastructure Fund Growth	₹179.261 ↓ -0.30	₹2,404	5,000	150	-10.9	-8.7	25.2	25.3	27.2	15.5	45.1
Tata Large and Midcap Fund Growth	₹515.828 ↑ 0.31	₹8,342	5,000	150	-8.2	0.2	18	17.6	18.7	13.2	22.9
TATA Large Cap Fund Growth	₹482.789 ↓ -0.97	₹2,436	5,000	150	-8.3	-0.8	15	14	15.8	19.1	24.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Dec 24

1. Tata Equity PE Fund

To provide reasonable and regular income and/ or possible capital appreciation to its Unitholder.

Tata Equity PE Fund is a Equity - Value fund was launched on 29 Jun 04. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.9% since its launch. Ranked 7 in Value category. Return for 2023 was 37% , 2022 was 5.9% and 2021 was 28% .

Below is the key information for Tata Equity PE Fund

Tata Equity PE Fund Growth
Launch Date	29 Jun 04
NAV (24 Dec 24)	₹347.801 ↑ 0.05 (0.01 %)
Net Assets (Cr)	₹8,640 on 30 Nov 24
Category	Equity - Value
AMC	Tata Asset Management Limited
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	0
Sharpe Ratio	1.7
Information Ratio	1.56
Alpha Ratio	4.06
Min Investment	5,000
Min SIP Investment	150
Exit Load	0-18 Months (1%),18 Months and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Nov 19	₹10,000
30 Nov 20	₹10,638
30 Nov 21	₹14,100
30 Nov 22	₹15,649
30 Nov 23	₹19,236
30 Nov 24	₹25,625

Tata Equity PE Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644 Invest Now

Returns for Tata Equity PE Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 24

Duration	Returns
1 Month	0.3%
3 Month	-8.6%
6 Month	0.4%
1 Year	23.6%
3 Year	21.3%
5 Year	20.3%
10 Year
15 Year
Since launch	18.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	37%
2022	5.9%
2021	28%
2020	12.5%
2019	5.3%
2018	-7.1%
2017	39.4%
2016	16.2%
2015	0.3%
2014	69.5%

Fund Manager information for Tata Equity PE Fund

Name	Since	Tenure
Sonam Udasi	1 Apr 16	8.67 Yr.
Amey Sathe	18 Jun 18	6.46 Yr.

Data below for Tata Equity PE Fund as on 30 Nov 24

Equity Sector Allocation

Sector	Value
Financial Services	33.98%
Consumer Cyclical	11.51%
Energy	10.17%
Consumer Defensive	7.16%
Utility	6.74%
Health Care	5.73%
Technology	4.8%
Basic Materials	4.51%
Communication Services	4.19%
Industrials	2.43%

Asset Allocation

Asset Class	Value
Cash	8.79%
Equity	91.21%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Jun 18 \| HDFCBANK	7%	₹643 Cr	3,705,000
Bharat Petroleum Corp Ltd (Energy) Equity, Since 31 Dec 23 \| 500547	5%	₹400 Cr	12,870,000
Coal India Ltd (Energy) Equity, Since 31 Mar 22 \| COALINDIA	4%	₹358 Cr	7,920,000 ↑ 720,000
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 Jul 24 \| KOTAKBANK	4%	₹346 Cr	2,000,000
Wipro Ltd (Technology) Equity, Since 31 Dec 23 \| 507685	4%	₹328 Cr	5,940,000
Radico Khaitan Ltd (Consumer Defensive) Equity, Since 30 Nov 17 \| RADICO	4%	₹314 Cr	1,317,971
ITC Ltd (Consumer Defensive) Equity, Since 31 Jul 18 \| ITC	4%	₹308 Cr	6,310,000
NTPC Ltd (Utilities) Equity, Since 30 Apr 22 \| 532555	4%	₹307 Cr	7,515,000 ↓ -700,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Dec 18 \| ICICIBANK	3%	₹297 Cr	2,300,000
UTI Asset Management Co Ltd (Financial Services) Equity, Since 30 Jun 21 \| UTIAMC	3%	₹274 Cr	2,053,547

2. Tata Retirement Savings Fund - Progressive

To provide a financial planning tool for long term financial security for investors based on their retirement planning goals. However, there can be no assurance that the investment objective of the fund will be realized, as actual market movements may be at variance with anticipated trends.

Tata Retirement Savings Fund - Progressive is a Solutions - Retirement Fund fund was launched on 1 Nov 11. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.5% since its launch. Ranked 6 in Retirement Fund category. Return for 2023 was 29% , 2022 was -3.9% and 2021 was 23.3% .

Below is the key information for Tata Retirement Savings Fund - Progressive

Tata Retirement Savings Fund - Progressive Growth
Launch Date	1 Nov 11
NAV (24 Dec 24)	₹66.2211 ↑ 0.09 (0.14 %)
Net Assets (Cr)	₹2,108 on 30 Nov 24
Category	Solutions - Retirement Fund
AMC	Tata Asset Management Limited
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	0
Sharpe Ratio	1.7
Information Ratio	-0.34
Alpha Ratio	3.82
Min Investment	5,000
Min SIP Investment	150
Exit Load	0-60 Years (1%),60 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Nov 19	₹10,000
30 Nov 20	₹10,772
30 Nov 21	₹13,907
30 Nov 22	₹13,961
30 Nov 23	₹16,645
30 Nov 24	₹21,238

Tata Retirement Savings Fund - Progressive SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689 Invest Now

Returns for Tata Retirement Savings Fund - Progressive

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 24

Duration	Returns
1 Month	3.9%
3 Month	-4.4%
6 Month	5.4%
1 Year	23.6%
3 Year	15.5%
5 Year	16.2%
10 Year
15 Year
Since launch	15.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	29%
2022	-3.9%
2021	23.3%
2020	14.4%
2019	11.5%
2018	-6.1%
2017	49.1%
2016	3.1%
2015	7.8%
2014	47.4%

Fund Manager information for Tata Retirement Savings Fund - Progressive

Name	Since	Tenure
Murthy Nagarajan	1 Apr 17	7.67 Yr.
Sonam Udasi	1 Apr 16	8.67 Yr.

Data below for Tata Retirement Savings Fund - Progressive as on 30 Nov 24

Asset Allocation

Asset Class	Value
Cash	8.54%
Equity	91.46%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Nov 11 \| HDFCBANK	6%	₹131 Cr	754,000
ITC Ltd (Consumer Defensive) Equity, Since 30 Apr 18 \| ITC	4%	₹84 Cr	1,728,000
Zomato Ltd (Consumer Cyclical) Equity, Since 31 Mar 24 \| 543320	3%	₹66 Cr	2,718,000
BSE Ltd (Financial Services) Equity, Since 31 May 24 \| BSE	3%	₹65 Cr	146,000
Radico Khaitan Ltd (Consumer Defensive) Equity, Since 30 Nov 17 \| RADICO	3%	₹59 Cr	249,600
Reliance Industries Ltd (Energy) Equity, Since 30 Apr 18 \| RELIANCE	3%	₹58 Cr	436,000
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Aug 20 \| TCS	3%	₹57 Cr	144,000
Solar Industries India Ltd (Basic Materials) Equity, Since 31 Oct 22 \| SOLARINDS	3%	₹55 Cr	53,755
Mahanagar Gas Ltd (Utilities) Equity, Since 29 Feb 24 \| MGL	2%	₹51 Cr	351,000 ↑ 90,000
Karur Vysya Bank Ltd (Financial Services) Equity, Since 31 Dec 22 \| 590003	2%	₹47 Cr	2,088,000 ↑ 280,649

3. Tata India Tax Savings Fund

To provide medium to long term capital gains along with income tax relief to its Unitholders, while at all times emphasising the importance of capital appreciation..

Tata India Tax Savings Fund is a Equity - ELSS fund was launched on 13 Oct 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.7% since its launch. Ranked 1 in ELSS category. Return for 2023 was 24% , 2022 was 5.9% and 2021 was 30.4% .

Below is the key information for Tata India Tax Savings Fund

Tata India Tax Savings Fund Growth
Launch Date	13 Oct 14
NAV (24 Dec 24)	₹44.111 ↑ 0.05 (0.11 %)
Net Assets (Cr)	₹4,663 on 30 Nov 24
Category	Equity - ELSS
AMC	Tata Asset Management Limited
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	0
Sharpe Ratio	1.54
Information Ratio	0.2
Alpha Ratio	1.9
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
30 Nov 19	₹10,000
30 Nov 20	₹10,480
30 Nov 21	₹14,176
30 Nov 22	₹15,926
30 Nov 23	₹17,897
30 Nov 24	₹23,026

Tata India Tax Savings Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656 Invest Now

Returns for Tata India Tax Savings Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 24

Duration	Returns
1 Month	1.7%
3 Month	-6.2%
6 Month	4.4%
1 Year	21.3%
3 Year	17.2%
5 Year	18.1%
10 Year
15 Year
Since launch	15.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	24%
2022	5.9%
2021	30.4%
2020	11.9%
2019	13.6%
2018	-8.4%
2017	46%
2016	2.1%
2015	13.3%
2014

Fund Manager information for Tata India Tax Savings Fund

Name	Since	Tenure
Sailesh Jain	16 Dec 21	2.96 Yr.
Tejas Gutka	9 Mar 21	3.73 Yr.

Data below for Tata India Tax Savings Fund as on 30 Nov 24

Equity Sector Allocation

Sector	Value
Financial Services	29.61%
Consumer Cyclical	16.1%
Industrials	14.02%
Basic Materials	7.52%
Technology	7.17%
Energy	5.24%
Communication Services	4.97%
Utility	3.77%
Health Care	3.2%
Real Estate	2.93%
Consumer Defensive	1.77%

Asset Allocation

Asset Class	Value
Cash	3.69%
Equity	96.31%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 28 Feb 10 \| HDFCBANK	6%	₹299 Cr	1,725,000
ICICI Bank Ltd (Financial Services) Equity, Since 30 Nov 16 \| ICICIBANK	6%	₹275 Cr	2,125,000
Infosys Ltd (Technology) Equity, Since 30 Sep 18 \| INFY	4%	₹204 Cr	1,160,000
Reliance Industries Ltd (Energy) Equity, Since 31 Jan 18 \| RELIANCE	4%	₹180 Cr	1,350,000
State Bank of India (Financial Services) Equity, Since 30 Nov 18 \| SBIN	4%	₹178 Cr	2,175,000
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Sep 19 \| BHARTIARTL	3%	₹152 Cr	940,000
Axis Bank Ltd (Financial Services) Equity, Since 31 Aug 18 \| 532215	3%	₹151 Cr	1,300,000
NTPC Ltd (Utilities) Equity, Since 30 Jun 21 \| 532555	3%	₹141 Cr	3,451,000
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Nov 16 \| LT	3%	₹128 Cr	352,147
Samvardhana Motherson International Ltd (Consumer Cyclical) Equity, Since 30 Nov 22 \| MOTHERSON	3%	₹123 Cr	6,800,000

4. Tata Retirement Savings Fund-Moderate

Tata Retirement Savings Fund-Moderate is a Solutions - Retirement Fund fund was launched on 1 Nov 11. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.2% since its launch. Ranked 2 in Retirement Fund category. Return for 2023 was 25.3% , 2022 was -1.9% and 2021 was 20.5% .

Below is the key information for Tata Retirement Savings Fund-Moderate

Tata Retirement Savings Fund-Moderate Growth
Launch Date	1 Nov 11
NAV (24 Dec 24)	₹64.221 ↑ 0.07 (0.11 %)
Net Assets (Cr)	₹2,177 on 30 Nov 24
Category	Solutions - Retirement Fund
AMC	Tata Asset Management Limited
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	0
Sharpe Ratio	1.76
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	150
Exit Load	0-60 Years (1%),60 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Nov 19	₹10,000
30 Nov 20	₹10,907
30 Nov 21	₹13,676
30 Nov 22	₹13,947
30 Nov 23	₹16,321
30 Nov 24	₹20,376

Tata Retirement Savings Fund-Moderate SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579 Invest Now

Returns for Tata Retirement Savings Fund-Moderate

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 24

Duration	Returns
1 Month	3%
3 Month	-3.1%
6 Month	5.6%
1 Year	21%
3 Year	14.4%
5 Year	15.2%
10 Year
15 Year
Since launch	15.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	25.3%
2022	-1.9%
2021	20.5%
2020	15.1%
2019	8.6%
2018	-3.6%
2017	38.8%
2016	6.7%
2015	7.7%
2014	55.1%

Fund Manager information for Tata Retirement Savings Fund-Moderate

Name	Since	Tenure
Murthy Nagarajan	1 Apr 17	7.67 Yr.
Sonam Udasi	1 Apr 16	8.67 Yr.

Data below for Tata Retirement Savings Fund-Moderate as on 30 Nov 24

Asset Allocation

Asset Class	Value
Cash	14.96%
Equity	77.66%
Debt	7.38%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Nov 11 \| HDFCBANK	6%	₹119 Cr	687,500
ITC Ltd (Consumer Defensive) Equity, Since 30 Apr 18 \| ITC	4%	₹77 Cr	1,576,000
Radico Khaitan Ltd (Consumer Defensive) Equity, Since 30 Nov 17 \| RADICO	3%	₹63 Cr	266,500
BSE Ltd (Financial Services) Equity, Since 31 May 24 \| BSE	3%	₹59 Cr	132,000
Zomato Ltd (Consumer Cyclical) Equity, Since 31 Mar 24 \| 543320	3%	₹57 Cr	2,367,000
Kirloskar Pneumatic Co Ltd (Industrials) Equity, Since 31 Aug 22 \| 505283	2%	₹51 Cr	305,000
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Aug 20 \| TCS	2%	₹50 Cr	126,000
Reliance Industries Ltd (Energy) Equity, Since 30 Apr 18 \| RELIANCE	2%	₹50 Cr	374,000
Solar Industries India Ltd (Basic Materials) Equity, Since 31 Oct 22 \| SOLARINDS	2%	₹48 Cr	47,400
Mahanagar Gas Ltd (Utilities) Equity, Since 29 Feb 24 \| MGL	2%	₹45 Cr	315,000 ↑ 81,000

5. Tata Retirement Savings Fund - Conservative

Tata Retirement Savings Fund - Conservative is a Solutions - Retirement Fund fund was launched on 1 Nov 11. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 8.9% since its launch. Ranked 7 in Retirement Fund category. Return for 2023 was 12.1% , 2022 was 0.1% and 2021 was 7.6% .

Below is the key information for Tata Retirement Savings Fund - Conservative

Tata Retirement Savings Fund - Conservative Growth
Launch Date	1 Nov 11
NAV (24 Dec 24)	₹30.8588 ↑ 0.01 (0.03 %)
Net Assets (Cr)	₹176 on 15 Dec 24
Category	Solutions - Retirement Fund
AMC	Tata Asset Management Limited
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	0
Sharpe Ratio	1.44
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-60 Years (1%),60 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Nov 19	₹10,000
30 Nov 20	₹10,934
30 Nov 21	₹11,940
30 Nov 22	₹12,109
30 Nov 23	₹13,181
30 Nov 24	₹14,799

Tata Retirement Savings Fund - Conservative SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357 Invest Now

Returns for Tata Retirement Savings Fund - Conservative

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 24

Duration	Returns
1 Month	1.1%
3 Month	-1.1%
6 Month	3%
1 Year	10.6%
3 Year	7.4%
5 Year	8.2%
10 Year
15 Year
Since launch	8.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	12.1%
2022	0.1%
2021	7.6%
2020	11.8%
2019	7.6%
2018	0.8%
2017	15.1%
2016	10.6%
2015	6.4%
2014	20.6%

Fund Manager information for Tata Retirement Savings Fund - Conservative

Name	Since	Tenure
Murthy Nagarajan	1 Apr 17	7.67 Yr.
Sonam Udasi	1 Apr 16	8.67 Yr.

Data below for Tata Retirement Savings Fund - Conservative as on 15 Dec 24

Asset Allocation

Asset Class	Value
Cash	28.48%
Equity	27.92%
Debt	43.6%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
7.38% Govt Stock 2027 Sovereign Bonds \| -	9%	₹15 Cr	1,500,000
7.17% Govt Stock 2030 Sovereign Bonds \| -	9%	₹15 Cr	1,500,000
7.36% Govt Stock 2052 Sovereign Bonds \| -	6%	₹10 Cr	1,000,000
7.27% Govt Stock 2026 Sovereign Bonds \| -	6%	₹10 Cr	1,000,000
Power Finance Corporation Limited Debentures \| -	6%	₹10 Cr	100
Jamnagar Utilities & Power Private Limited Debentures \| -	6%	₹10 Cr	100
8.24% Govt Stock 2027 Sovereign Bonds \| -	3%	₹5 Cr	500,000
8.2% Govt Stock 2025 Sovereign Bonds \| -	3%	₹5 Cr	500,000
Bharti Telecom Limited Debentures \| -	3%	₹5 Cr	50
HDFC Bank Ltd (Financial Services) Equity, Since 30 Nov 11 \| HDFCBANK	2%	₹4 Cr	20,750

6. Tata Treasury Advantage Fund

(Erstwhile Tata Ultra Short Term Fund)

The investment objective of the scheme is to generate regular income & capital appreciation by investing in a portfolio of debt & money market instruments with relatively lower interest rate risk. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

Tata Treasury Advantage Fund is a Debt - Low Duration fund was launched on 6 Sep 05. It is a fund with Moderately Low risk and has given a CAGR/Annualized return of 7.1% since its launch. Ranked 26 in Low Duration category. Return for 2023 was 6.9% , 2022 was 4.1% and 2021 was 3.6% .

Below is the key information for Tata Treasury Advantage Fund

Tata Treasury Advantage Fund Growth
Launch Date	6 Sep 05
NAV (24 Dec 24)	₹3,774.08 ↓ -0.20 (-0.01 %)
Net Assets (Cr)	₹2,460 on 15 Dec 24
Category	Debt - Low Duration
AMC	Tata Asset Management Limited
Rating	☆☆☆☆
Risk	Moderately Low
Expense Ratio	0
Sharpe Ratio	2.36
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	500
Exit Load	NIL
Yield to Maturity	7.36%
Effective Maturity	11 Months 8 Days
Modified Duration	9 Months 22 Days

Growth of 10,000 investment over the years.

Date	Value
30 Nov 19	₹10,000
30 Nov 20	₹10,755
30 Nov 21	₹11,144
30 Nov 22	₹11,574
30 Nov 23	₹12,358
30 Nov 24	₹13,275

Tata Treasury Advantage Fund SIP Returns

Total investment amount is ₹180,000
expected amount after 3 Years is ₹197,169.
Net Profit of ₹17,169 Invest Now

Returns for Tata Treasury Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 24

Duration	Returns
1 Month	0.5%
3 Month	1.7%
6 Month	3.6%
1 Year	7.4%
3 Year	6.1%
5 Year	5.9%
10 Year
15 Year
Since launch	7.1%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	6.9%
2022	4.1%
2021	3.6%
2020	7.5%
2019	2.2%
2018	7.5%
2017	6.9%
2016	8.5%
2015	8.6%
2014	9.2%

Fund Manager information for Tata Treasury Advantage Fund

Name	Since	Tenure
Akhil Mittal	2 Jun 14	10.51 Yr.
Abhishek Sonthalia	6 Feb 20	4.82 Yr.

Data below for Tata Treasury Advantage Fund as on 15 Dec 24

Asset Allocation

Asset Class	Value
Cash	45.8%
Debt	53.93%
Other	0.26%

Debt Sector Allocation

Sector	Value
Corporate	44.85%
Cash Equivalent	32.88%
Government	22%

Credit Quality

Rating	Value
AAA	100%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
National Bank For Agriculture And Rural Development Debentures \| -	4%	₹101 Cr	10,000 ↑ 5,000
182 DTB 27022025 Sovereign Bonds \| -	2%	₹64 Cr	6,500,000 ↑ 6,500,000
Rural Electrification Corporation Limited Debentures \| -	2%	₹62 Cr	620
Power Finance Corporation Limited Debentures \| -	2%	₹55 Cr	550
Smfg India Credit Company Limited Debentures \| -	2%	₹55 Cr	550
Smfg India Credit Company Limited Debentures \| -	2%	₹50 Cr	5,000
National Bank For Agriculture And Rural Development Debentures \| -	2%	₹50 Cr	5,000
Rural Electrification Corporation Limited Debentures \| -	2%	₹50 Cr	5,000
National Housing Bank Debentures \| -	2%	₹50 Cr	5,000
06.69 MP Sdl 2025 Sovereign Bonds \| -	2%	₹50 Cr	5,000,000

7. Tata Liquid Fund

(Erstwhile TATA Money Market Fund )

To create a highly liquid portfolio of money market instruments so as to provide reasonable returns and high liquidity to the unitholders.

Tata Liquid Fund is a Debt - Liquid Fund fund was launched on 1 Sep 04. It is a fund with Low risk and has given a CAGR/Annualized return of 7% since its launch. Ranked 18 in Liquid Fund category. Return for 2023 was 7% , 2022 was 4.8% and 2021 was 3.2% .

Below is the key information for Tata Liquid Fund

Tata Liquid Fund Growth
Launch Date	1 Sep 04
NAV (24 Dec 24)	₹3,967.16 ↑ 0.38 (0.01 %)
Net Assets (Cr)	₹23,123 on 15 Dec 24
Category	Debt - Liquid Fund
AMC	Tata Asset Management Limited
Rating	☆☆☆☆
Risk	Low
Expense Ratio	0
Sharpe Ratio	4.76
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	500
Exit Load	NIL
Yield to Maturity	7.18%
Effective Maturity	1 Month 18 Days
Modified Duration	1 Month 18 Days

Growth of 10,000 investment over the years.

Date	Value
30 Nov 19	₹10,000
30 Nov 20	₹10,451
30 Nov 21	₹10,781
30 Nov 22	₹11,265
30 Nov 23	₹12,044
30 Nov 24	₹12,928

Tata Liquid Fund SIP Returns

Total investment amount is ₹180,000
expected amount after 3 Years is ₹197,169.
Net Profit of ₹17,169 Invest Now

Returns for Tata Liquid Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 24

Duration	Returns
1 Month	0.5%
3 Month	1.7%
6 Month	3.5%
1 Year	7.3%
3 Year	6.3%
5 Year	5.3%
10 Year
15 Year
Since launch	7%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	7%
2022	4.8%
2021	3.2%
2020	4.3%
2019	6.6%
2018	7.4%
2017	6.7%
2016	7.7%
2015	8.4%
2014	9.1%

Fund Manager information for Tata Liquid Fund

Name	Since	Tenure
Amit Somani	16 Oct 13	11.13 Yr.
Abhishek Sonthalia	6 Feb 20	4.82 Yr.
Harsh Dave	1 Aug 24	0.33 Yr.

Data below for Tata Liquid Fund as on 15 Dec 24

Asset Allocation

Asset Class	Value
Cash	99.79%
Other	0.21%

Debt Sector Allocation

Sector	Value
Cash Equivalent	77.93%
Corporate	19.24%
Government	2.61%

Credit Quality

Rating	Value
AAA	100%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
6.89% Govt Stock 2025 Sovereign Bonds \| -	5%	₹1,300 Cr	130,000,000 ↑ 96,000,000
Adani Ports And Special Economic Zone Limited Commercial Paper \| -	3%	₹992 Cr	20,000 ↑ 20,000
Canara Bank Certificate of Deposit \| -	3%	₹983 Cr	20,000 ↑ 20,000
(C) Treps CBLO/Reverse Repo \| -	3%	₹860 Cr
Export-Import Bank Of India Commercial Paper \| -	3%	₹717 Cr	14,500 ↑ 14,500
National Bank For Agriculture And Rural Development Debentures \| -	2%	₹642 Cr	6,450 ↑ 6,450
National Bank For Agriculture And Rural Development Commercial Paper \| -	2%	₹598 Cr	12,000 ↑ 12,000
191 DTB 12/12/2024 Sovereign Bonds \| -	2%	₹597 Cr	60,000,000
364 DTB 09012025 Sovereign Bonds \| -	2%	₹530 Cr	53,500,000
D) Repo CBLO/Reverse Repo \| -	2%	₹508 Cr

8. TATA Infrastructure Fund

To provide income distribution and / or medium to long term capital gains by investing predominantly in equity / equity related instruments of the companies in the infrastructure sector.

TATA Infrastructure Fund is a Equity - Sectoral fund was launched on 31 Dec 04. It is a fund with High risk and has given a CAGR/Annualized return of 15.5% since its launch. Ranked 15 in Sectoral category. Return for 2023 was 45.1% , 2022 was 7.6% and 2021 was 53.5% .

Below is the key information for TATA Infrastructure Fund

TATA Infrastructure Fund Growth
Launch Date	31 Dec 04
NAV (24 Dec 24)	₹179.261 ↓ -0.30 (-0.17 %)
Net Assets (Cr)	₹2,404 on 30 Nov 24
Category	Equity - Sectoral
AMC	Tata Asset Management Limited
Rating	☆☆☆
Risk	High
Expense Ratio	0
Sharpe Ratio	1.66
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	150
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
30 Nov 19	₹10,000
30 Nov 20	₹10,191
30 Nov 21	₹16,266
30 Nov 22	₹18,941
30 Nov 23	₹24,590
30 Nov 24	₹33,700

TATA Infrastructure Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹598,181.
Net Profit of ₹298,181 Invest Now

Returns for TATA Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 24

Duration	Returns
1 Month	1.3%
3 Month	-10.9%
6 Month	-8.7%
1 Year	25.2%
3 Year	25.3%
5 Year	27.2%
10 Year
15 Year
Since launch	15.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	45.1%
2022	7.6%
2021	53.5%
2020	11.1%
2019	2.8%
2018	-15.7%
2017	42.2%
2016	5.3%
2015	-0.2%
2014	63.1%

Fund Manager information for TATA Infrastructure Fund

Name	Since	Tenure
Abhinav Sharma	9 Mar 21	3.73 Yr.

Data below for TATA Infrastructure Fund as on 30 Nov 24

Equity Sector Allocation

Sector	Value
Industrials	47.37%
Basic Materials	17.5%
Utility	14.9%
Real Estate	7.1%
Technology	3.4%
Consumer Cyclical	3.07%
Communication Services	1.26%
Energy	1.04%

Asset Allocation

Asset Class	Value
Cash	3.68%
Equity	95.63%
Debt	0.69%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Jan 05 \| LT	5%	₹127 Cr	349,889
NTPC Ltd (Utilities) Equity, Since 30 Jun 21 \| 532555	4%	₹95 Cr	2,325,000
Adani Ports & Special Economic Zone Ltd (Industrials) Equity, Since 31 Jan 21 \| ADANIPORTS	3%	₹63 Cr	460,000
Ramco Cements Ltd (Basic Materials) Equity, Since 31 Dec 22 \| RAMCOCEM	3%	₹62 Cr	696,000
G R Infraprojects Ltd (Industrials) Equity, Since 30 Nov 23 \| 543317	2%	₹61 Cr	377,647
Torrent Power Ltd (Utilities) Equity, Since 31 Jan 22 \| 532779	2%	₹58 Cr	320,000
Siemens Ltd (Industrials) Equity, Since 30 Nov 18 \| 500550	2%	₹55 Cr	78,880
DLF Ltd (Real Estate) Equity, Since 30 Sep 20 \| 532868	2%	₹52 Cr	640,000
UltraTech Cement Ltd (Basic Materials) Equity, Since 31 Jan 14 \| 532538	2%	₹52 Cr	47,300
Adani Energy Solutions Ltd (Utilities) Equity, Since 31 May 24 \| ADANIENSOL	2%	₹51 Cr	522,143

9. Tata Large and Midcap Fund

(Erstwhile Tata Equity Opportunities Fund)

To provide income distribution and / or medium to long term capital gains while at all times emphasizing the importance of capital appreciation.

Tata Large and Midcap Fund is a Equity - Large & Mid Cap fund was launched on 25 Feb 93. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.2% since its launch. Ranked 51 in Large & Mid Cap category. Return for 2023 was 22.9% , 2022 was 11.2% and 2021 was 28.5% .

Below is the key information for Tata Large and Midcap Fund

Tata Large and Midcap Fund Growth
Launch Date	25 Feb 93
NAV (24 Dec 24)	₹515.828 ↑ 0.31 (0.06 %)
Net Assets (Cr)	₹8,342 on 30 Nov 24
Category	Equity - Large & Mid Cap
AMC	Tata Asset Management Limited
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	0
Sharpe Ratio	1.44
Information Ratio	-0.38
Alpha Ratio	0.06
Min Investment	5,000
Min SIP Investment	150
Exit Load	0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Nov 19	₹10,000
30 Nov 20	₹11,065
30 Nov 21	₹14,789
30 Nov 22	₹16,998
30 Nov 23	₹19,245
30 Nov 24	₹24,092

Tata Large and Midcap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656 Invest Now

Returns for Tata Large and Midcap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 24

Duration	Returns
1 Month	0.6%
3 Month	-8.2%
6 Month	0.2%
1 Year	18%
3 Year	17.6%
5 Year	18.7%
10 Year
15 Year
Since launch	13.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	22.9%
2022	11.2%
2021	28.5%
2020	15.5%
2019	13.9%
2018	-5.3%
2017	31.9%
2016	1.5%
2015	6.6%
2014	48.5%

Fund Manager information for Tata Large and Midcap Fund

Name	Since	Tenure
Chandraprakash Padiyar	3 Sep 18	6.25 Yr.
Meeta Shetty	1 Nov 19	5.09 Yr.

Data below for Tata Large and Midcap Fund as on 30 Nov 24

Equity Sector Allocation

Sector	Value
Financial Services	31.47%
Basic Materials	12.43%
Industrials	11.87%
Consumer Cyclical	8.89%
Consumer Defensive	7.16%
Health Care	5.66%
Communication Services	5.08%
Technology	4.86%
Energy	3.97%
Utility	2.25%
Real Estate	1.03%

Asset Allocation

Asset Class	Value
Cash	5.34%
Equity	94.66%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Nov 10 \| HDFCBANK	9%	₹775 Cr	4,466,799
Varun Beverages Ltd (Consumer Defensive) Equity, Since 30 Jun 18 \| VBL	5%	₹406 Cr	6,786,250
State Bank of India (Financial Services) Equity, Since 30 Apr 14 \| SBIN	4%	₹353 Cr	4,300,000
PI Industries Ltd (Basic Materials) Equity, Since 30 Sep 18 \| PIIND	4%	₹337 Cr	750,000
Reliance Industries Ltd (Energy) Equity, Since 30 Nov 17 \| RELIANCE	4%	₹333 Cr	2,500,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Mar 11 \| ICICIBANK	4%	₹330 Cr	2,550,000
IDFC First Bank Ltd (Financial Services) Equity, Since 31 Jan 21 \| IDFCFIRSTB	3%	₹280 Cr	42,500,000 ↑ 4,000,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Mar 20 \| BHARTIARTL	3%	₹254 Cr	1,573,632
Fortis Healthcare Ltd (Healthcare) Equity, Since 30 Jun 21 \| 532843	3%	₹237 Cr	3,801,700
HDFC Asset Management Co Ltd (Financial Services) Equity, Since 31 Jul 23 \| HDFCAMC	3%	₹226 Cr	525,000

10. TATA Large Cap Fund

To provide income distribution and / or medium to long term capital gains while at all times emphasising the importance of capital appreciation.

TATA Large Cap Fund is a Equity - Large Cap fund was launched on 7 May 98. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19.1% since its launch. Ranked 35 in Large Cap category. Return for 2023 was 24.5% , 2022 was 3.3% and 2021 was 32.7% .

Below is the key information for TATA Large Cap Fund

TATA Large Cap Fund Growth
Launch Date	7 May 98
NAV (24 Dec 24)	₹482.789 ↓ -0.97 (-0.20 %)
Net Assets (Cr)	₹2,436 on 30 Nov 24
Category	Equity - Large Cap
AMC	Tata Asset Management Limited
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	0
Sharpe Ratio	1.37
Information Ratio	0.16
Alpha Ratio	1.12
Min Investment	5,000
Min SIP Investment	150
Exit Load	0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Nov 19	₹10,000
30 Nov 20	₹10,037
30 Nov 21	₹14,070
30 Nov 22	₹15,329
30 Nov 23	₹16,979
30 Nov 24	₹21,325

TATA Large Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579 Invest Now

Returns for TATA Large Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 24

Duration	Returns
1 Month	0.3%
3 Month	-8.3%
6 Month	-0.8%
1 Year	15%
3 Year	14%
5 Year	15.8%
10 Year
15 Year
Since launch	19.1%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	24.5%
2022	3.3%
2021	32.7%
2020	8.3%
2019	12.1%
2018	-3.6%
2017	29.5%
2016	2.9%
2015	1.3%
2014	36%

Fund Manager information for TATA Large Cap Fund

Name	Since	Tenure
Abhinav Sharma	5 Apr 23	1.66 Yr.
Kapil Malhotra	19 Dec 23	0.95 Yr.

Data below for TATA Large Cap Fund as on 30 Nov 24

Equity Sector Allocation

Sector	Value
Financial Services	29.74%
Industrials	12.77%
Technology	10.04%
Utility	8.51%
Consumer Defensive	8.28%
Health Care	7.72%
Consumer Cyclical	6.61%
Energy	6.57%
Basic Materials	5.03%
Real Estate	1.02%
Communication Services	0.67%

Asset Allocation

Asset Class	Value
Cash	3.04%
Equity	96.96%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Apr 07 \| HDFCBANK	9%	₹215 Cr	1,235,950
Reliance Industries Ltd (Energy) Equity, Since 30 Apr 05 \| RELIANCE	6%	₹147 Cr	1,106,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Mar 11 \| ICICIBANK	5%	₹112 Cr	865,300
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Dec 20 \| LT	4%	₹98 Cr	270,784
Infosys Ltd (Technology) Equity, Since 31 Jan 09 \| INFY	4%	₹98 Cr	558,000
Sun Pharmaceuticals Industries Ltd (Healthcare) Equity, Since 30 Jun 23 \| SUNPHARMA	3%	₹82 Cr	445,000
Axis Bank Ltd (Financial Services) Equity, Since 31 Aug 18 \| 532215	3%	₹64 Cr	555,000
NTPC Ltd (Utilities) Equity, Since 30 Jun 21 \| 532555	3%	₹61 Cr	1,505,000
Hindustan Unilever Ltd (Consumer Defensive) Equity, Since 30 Sep 20 \| HINDUNILVR	2%	₹56 Cr	220,000
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 Oct 16 \| KOTAKBANK	2%	₹54 Cr	314,000

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ಇಲ್ಲಿ ಒದಗಿಸಲಾದ ಮಾಹಿತಿಯು ನಿಖರವಾಗಿದೆ ಎಂದು ಖಚಿತಪಡಿಸಿಕೊಳ್ಳಲು ಎಲ್ಲಾ ಪ್ರಯತ್ನಗಳನ್ನು ಮಾಡಲಾಗಿದೆ. ಆದಾಗ್ಯೂ, ಡೇಟಾದ ನಿಖರತೆಯ ಬಗ್ಗೆ ಯಾವುದೇ ಗ್ಯಾರಂಟಿಗಳನ್ನು ನೀಡಲಾಗುವುದಿಲ್ಲ. ಯಾವುದೇ ಹೂಡಿಕೆ ಮಾಡುವ ಮೊದಲು ದಯವಿಟ್ಟು ಸ್ಕೀಮ್ ಮಾಹಿತಿ ದಾಖಲೆಯೊಂದಿಗೆ ಪರಿಶೀಲಿಸಿ.