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 November 3, 2024 , 47520 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	₹357.049 ↑ 2.63	₹9,173	5,000	150	0.6	9.9	44.4	20.9	21.2	19.2	37
Tata India Tax Savings Fund Growth	₹44.4075 ↑ 0.37	₹4,926	500	500	4.7	13.8	36	15.7	18.7	16	24
Tata Retirement Savings Fund - Progressive Growth	₹64.9794 ↑ 0.07	₹2,182	5,000	150	1.9	12.5	33.4	13.5	16.1	15.5	29
Tata Retirement Savings Fund-Moderate Growth	₹63.1253 ↑ 0.11	₹2,233	5,000	150	2	11.9	29	12.7	15.1	15.2	25.3
Tata Retirement Savings Fund - Conservative Growth	₹30.6857 ↑ 0.03	₹177	5,000	500	1.4	6.1	14	7	8.2	9	12.1
Tata Treasury Advantage Fund Growth	₹3,743.16 ↑ 0.57	₹2,532	5,000	500	1.8	3.8	7.5	6	5.8	7.1	6.9
Tata Liquid Fund Growth	₹3,932.09 ↑ 0.92	₹23,053	5,000	500	1.8	3.6	7.4	6.2	5.2	7	7
TATA Infrastructure Fund Growth	₹186.748 ↑ 0.68	₹2,606	5,000	150	-4.1	5.5	47.3	26.6	27.5	15.9	45.1
Tata Large and Midcap Fund Growth	₹532.367 ↑ 3.51	₹8,677	5,000	150	2.9	10.7	32.7	17	19.9	13.4	22.9
TATA Large Cap Fund Growth	₹491.58 ↑ 4.21	₹2,531	5,000	150	-1.1	7.4	32.2	12.8	16.5	19.3	24.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 Nov 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 19.2% 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 (05 Nov 24)	₹357.049 ↑ 2.63 (0.74 %)
Net Assets (Cr)	₹9,173 on 30 Sep 24
Category	Equity - Value
AMC	Tata Asset Management Limited
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	0
Sharpe Ratio	3.15
Information Ratio	1.88
Alpha Ratio	7.46
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
31 Oct 19	₹10,000
31 Oct 20	₹9,882
31 Oct 21	₹14,645
31 Oct 22	₹15,283
31 Oct 23	₹17,846
31 Oct 24	₹26,084

Tata Equity PE Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033 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 5 Nov 24

Duration	Returns
1 Month	-3%
3 Month	0.6%
6 Month	9.9%
1 Year	44.4%
3 Year	20.9%
5 Year	21.2%
10 Year
15 Year
Since launch	19.2%

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	8.51 Yr.
Amey Sathe	18 Jun 18	6.29 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	32.7%
Consumer Cyclical	11.39%
Energy	10.76%
Utility	7.82%
Basic Materials	7.09%
Consumer Defensive	6.5%
Health Care	5.37%
Communication Services	4.93%
Technology	4.68%
Industrials	2.5%

Asset Allocation

Asset Class	Value
Cash	6.26%
Equity	93.74%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Jun 18 \| HDFCBANK	7%	₹642 Cr	3,705,000
Bharat Petroleum Corp Ltd (Energy) Equity, Since 31 Dec 23 \| 500547	5%	₹476 Cr	12,870,000 ↑ 270,000
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 Jul 24 \| KOTAKBANK	4%	₹371 Cr	2,000,000
Coal India Ltd (Energy) Equity, Since 31 Mar 22 \| COALINDIA	4%	₹367 Cr	7,200,000
NTPC Ltd (Utilities) Equity, Since 30 Apr 22 \| 532555	4%	₹364 Cr	8,215,000
ITC Ltd (Consumer Defensive) Equity, Since 31 Jul 18 \| ITC	4%	₹327 Cr	6,310,000
Wipro Ltd (Technology) Equity, Since 31 Dec 23 \| 507685	4%	₹322 Cr	5,940,000 ↑ 80,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Dec 18 \| ICICIBANK	3%	₹293 Cr	2,300,000
Indus Towers Ltd Ordinary Shares (Communication Services) Equity, Since 30 Apr 24 \| 534816	3%	₹290 Cr	7,381,809 ↑ 270,000
Shriram Finance Ltd (Financial Services) Equity, Since 30 Jun 24 \| SHRIRAMFIN	3%	₹287 Cr	801,000

2. 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 16% 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 (05 Nov 24)	₹44.4075 ↑ 0.37 (0.85 %)
Net Assets (Cr)	₹4,926 on 30 Sep 24
Category	Equity - ELSS
AMC	Tata Asset Management Limited
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	0
Sharpe Ratio	2.36
Information Ratio	0.15
Alpha Ratio	-1.92
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
31 Oct 19	₹10,000
31 Oct 20	₹9,592
31 Oct 21	₹14,951
31 Oct 22	₹15,678
31 Oct 23	₹17,115
31 Oct 24	₹23,489

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 5 Nov 24

Duration	Returns
1 Month	-2.4%
3 Month	4.7%
6 Month	13.8%
1 Year	36%
3 Year	15.7%
5 Year	18.7%
10 Year
15 Year
Since launch	16%

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	2.79 Yr.
Tejas Gutka	9 Mar 21	3.57 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	29.58%
Consumer Cyclical	16.44%
Industrials	14.78%
Basic Materials	7.53%
Technology	7.11%
Energy	5.55%
Communication Services	5.01%
Utility	3.9%
Real Estate	3.3%
Health Care	3.2%
Consumer Defensive	1.62%

Asset Allocation

Asset Class	Value
Cash	1.99%
Equity	98.01%

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	5%	₹271 Cr	2,125,000
Infosys Ltd (Technology) Equity, Since 30 Sep 18 \| INFY	4%	₹218 Cr	1,160,000
Reliance Industries Ltd (Energy) Equity, Since 31 Jan 18 \| RELIANCE	4%	₹199 Cr	675,000
State Bank of India (Financial Services) Equity, Since 30 Nov 18 \| SBIN	3%	₹171 Cr	2,175,000
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Sep 19 \| BHARTIARTL	3%	₹161 Cr	940,000
Axis Bank Ltd (Financial Services) Equity, Since 31 Aug 18 \| 532215	3%	₹160 Cr	1,300,000
NTPC Ltd (Utilities) Equity, Since 30 Jun 21 \| 532555	3%	₹153 Cr	3,451,000
Samvardhana Motherson International Ltd (Consumer Cyclical) Equity, Since 30 Nov 22 \| MOTHERSON	3%	₹144 Cr	6,800,000
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Nov 16 \| LT	3%	₹129 Cr	352,147

3. 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 (05 Nov 24)	₹64.9794 ↑ 0.07 (0.10 %)
Net Assets (Cr)	₹2,182 on 30 Sep 24
Category	Solutions - Retirement Fund
AMC	Tata Asset Management Limited
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	0
Sharpe Ratio	2.6
Information Ratio	-0.53
Alpha Ratio	1.94
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
31 Oct 19	₹10,000
31 Oct 20	₹10,107
31 Oct 21	₹14,207
31 Oct 22	₹13,842
31 Oct 23	₹15,502
31 Oct 24	₹21,122

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 5 Nov 24

Duration	Returns
1 Month	-2.9%
3 Month	1.9%
6 Month	12.5%
1 Year	33.4%
3 Year	13.5%
5 Year	16.1%
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	7.51 Yr.
Sonam Udasi	1 Apr 16	8.51 Yr.

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

Asset Allocation

Asset Class	Value
Cash	6.38%
Equity	93.62%

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%	₹90 Cr	1,728,000
Zomato Ltd (Consumer Cyclical) Equity, Since 31 Mar 24 \| 543320	3%	₹74 Cr	2,718,000 ↑ 198,000
Reliance Industries Ltd (Energy) Equity, Since 30 Apr 18 \| RELIANCE	3%	₹64 Cr	218,000 ↓ -103,000
Solar Industries India Ltd (Basic Materials) Equity, Since 31 Oct 22 \| SOLARINDS	3%	₹62 Cr	53,755
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Aug 20 \| TCS	3%	₹61 Cr	144,000 ↑ 21,411
BSE Ltd (Financial Services) Equity, Since 31 May 24 \| BSE	2%	₹54 Cr	146,000
Radico Khaitan Ltd (Consumer Defensive) Equity, Since 30 Nov 17 \| RADICO	2%	₹51 Cr	249,600 ↓ -5,000
Mahanagar Gas Ltd (Utilities) Equity, Since 29 Feb 24 \| MGL	2%	₹51 Cr	261,000
DOMS Industries Ltd (Industrials) Equity, Since 31 Dec 23 \| DOMS	2%	₹45 Cr	165,996

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 (05 Nov 24)	₹63.1253 ↑ 0.11 (0.17 %)
Net Assets (Cr)	₹2,233 on 30 Sep 24
Category	Solutions - Retirement Fund
AMC	Tata Asset Management Limited
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	0
Sharpe Ratio	2.41
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
31 Oct 19	₹10,000
31 Oct 20	₹10,305
31 Oct 21	₹13,924
31 Oct 22	₹13,824
31 Oct 23	₹15,403
31 Oct 24	₹20,230

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 5 Nov 24

Duration	Returns
1 Month	-1.8%
3 Month	2%
6 Month	11.9%
1 Year	29%
3 Year	12.7%
5 Year	15.1%
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	7.51 Yr.
Sonam Udasi	1 Apr 16	8.51 Yr.

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

Asset Allocation

Asset Class	Value
Cash	12.88%
Equity	78.98%
Debt	8.14%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Nov 11 \| HDFCBANK	5%	₹119 Cr	687,500
ITC Ltd (Consumer Defensive) Equity, Since 30 Apr 18 \| ITC	4%	₹82 Cr	1,576,000
Zomato Ltd (Consumer Cyclical) Equity, Since 31 Mar 24 \| 543320	3%	₹65 Cr	2,367,000 ↑ 117,000
Reliance Industries Ltd (Energy) Equity, Since 30 Apr 18 \| RELIANCE	2%	₹55 Cr	187,000 ↓ -110,000
Solar Industries India Ltd (Basic Materials) Equity, Since 31 Oct 22 \| SOLARINDS	2%	₹55 Cr	47,400
Radico Khaitan Ltd (Consumer Defensive) Equity, Since 30 Nov 17 \| RADICO	2%	₹55 Cr	266,500 ↓ -8,000
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Aug 20 \| TCS	2%	₹54 Cr	126,000 ↑ 14,436
BSE Ltd (Financial Services) Equity, Since 31 May 24 \| BSE	2%	₹49 Cr	132,000
Mahanagar Gas Ltd (Utilities) Equity, Since 29 Feb 24 \| MGL	2%	₹45 Cr	234,000
Kirloskar Pneumatic Co Ltd (Industrials) Equity, Since 31 Aug 22 \| 505283	2%	₹40 Cr	305,000

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 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 (05 Nov 24)	₹30.6857 ↑ 0.03 (0.08 %)
Net Assets (Cr)	₹177 on 15 Oct 24
Category	Solutions - Retirement Fund
AMC	Tata Asset Management Limited
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	0
Sharpe Ratio	2.21
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
31 Oct 19	₹10,000
31 Oct 20	₹10,716
31 Oct 21	₹12,041
31 Oct 22	₹12,059
31 Oct 23	₹12,903
31 Oct 24	₹14,802

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 5 Nov 24

Duration	Returns
1 Month	-0.7%
3 Month	1.4%
6 Month	6.1%
1 Year	14%
3 Year	7%
5 Year	8.2%
10 Year
15 Year
Since launch	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	7.51 Yr.
Sonam Udasi	1 Apr 16	8.51 Yr.

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

Asset Allocation

Asset Class	Value
Cash	28.03%
Equity	29.17%
Debt	42.8%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
7.17% Govt Stock 2030 Sovereign Bonds \| -	9%	₹15 Cr	1,500,000
7.38% Govt Stock 2027 Sovereign Bonds \| -	9%	₹15 Cr	1,500,000
7.36% Govt Stock 2052 Sovereign Bonds \| -	6%	₹11 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 And Power Pvt Limited Debentures \| -	5%	₹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 (05 Nov 24)	₹3,743.16 ↑ 0.57 (0.02 %)
Net Assets (Cr)	₹2,532 on 15 Oct 24
Category	Debt - Low Duration
AMC	Tata Asset Management Limited
Rating	☆☆☆☆
Risk	Moderately Low
Expense Ratio	0
Sharpe Ratio	0.91
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	500
Exit Load	NIL
Yield to Maturity	7.53%
Effective Maturity	11 Years 10 Months 13 Days
Modified Duration	9 Months 7 Days

Growth of 10,000 investment over the years.

Date	Value
31 Oct 19	₹10,000
31 Oct 20	₹10,762
31 Oct 21	₹11,168
31 Oct 22	₹11,578
31 Oct 23	₹12,362
31 Oct 24	₹13,284

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 5 Nov 24

Duration	Returns
1 Month	0.6%
3 Month	1.8%
6 Month	3.8%
1 Year	7.5%
3 Year	6%
5 Year	5.8%
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	10.34 Yr.
Abhishek Sonthalia	6 Feb 20	4.65 Yr.

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

Asset Allocation

Asset Class	Value
Cash	36.69%
Debt	63%
Other	0.32%

Debt Sector Allocation

Sector	Value
Corporate	38.46%
Cash Equivalent	36.69%
Government	24.53%

Credit Quality

Rating	Value
AAA	100%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Housing And Urban Development Corporation Ltd. Debentures \| -	4%	₹95 Cr	950
182 DTB 14112024 Sovereign Bonds \| -	3%	₹74 Cr	7,500,000
Rec Limited Debentures \| -	3%	₹73 Cr	750
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
06.69 MP Sdl 2025 Sovereign Bonds \| -	2%	₹50 Cr	5,000,000
National Housing Bank Debentures \| -	2%	₹50 Cr	5,000
Sundaram Finance Limited Debentures \| -	2%	₹50 Cr	500
National Bank For Agriculture And Rural Development Debentures \| -	2%	₹50 Cr	5,000

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 (05 Nov 24)	₹3,932.09 ↑ 0.92 (0.02 %)
Net Assets (Cr)	₹23,053 on 15 Oct 24
Category	Debt - Liquid Fund
AMC	Tata Asset Management Limited
Rating	☆☆☆☆
Risk	Low
Expense Ratio	0
Sharpe Ratio	2.7
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	500
Exit Load	NIL
Yield to Maturity	7.34%
Effective Maturity	1 Year 11 Months 19 Days
Modified Duration	1 Month 29 Days

Growth of 10,000 investment over the years.

Date	Value
31 Oct 19	₹10,000
31 Oct 20	₹10,467
31 Oct 21	₹10,794
31 Oct 22	₹11,252
31 Oct 23	₹12,026
31 Oct 24	₹12,909

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 5 Nov 24

Duration	Returns
1 Month	0.6%
3 Month	1.8%
6 Month	3.6%
1 Year	7.4%
3 Year	6.2%
5 Year	5.2%
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	10.97 Yr.
Abhishek Sonthalia	6 Feb 20	4.65 Yr.
Harsh Dave	1 Aug 24	0.17 Yr.

Data below for Tata Liquid Fund as on 15 Oct 24

Asset Allocation

Asset Class	Value
Cash	99.62%
Other	0.38%

Debt Sector Allocation

Sector	Value
Cash Equivalent	64.49%
Corporate	35.13%

Credit Quality

Rating	Value
AAA	100%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Cash / Net Current Asset CBLO \| -	11%	-₹1,678 Cr
Punjab National Bank Certificate of Deposit \| -	6%	₹990 Cr	20,000
National Bank For Agriculture And Rural Development Commercial Paper \| -	5%	₹741 Cr	15,000
Punjab National Bank Certificate of Deposit \| -	5%	₹716 Cr	14,500
Bank Of Baroda Certificate of Deposit \| -	5%	₹716 Cr	14,500 ↓ -500
Bank Of India Certificate of Deposit \| -	4%	₹691 Cr	14,000
HDFC Bank Limited Certificate of Deposit \| -	4%	₹597 Cr	12,000 ↑ 12,000
191 DTB 12/12/2024 Sovereign Bonds \| -	4%	₹593 Cr	60,000,000
Govt Stock Sovereign Bonds \| -	3%	₹505 Cr	50,500,000
National Bank For Agriculture And Rural Development Commercial Paper \| -	3%	₹497 Cr	10,000

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 15.9% 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 (05 Nov 24)	₹186.748 ↑ 0.68 (0.37 %)
Net Assets (Cr)	₹2,606 on 30 Sep 24
Category	Equity - Sectoral
AMC	Tata Asset Management Limited
Rating	☆☆☆
Risk	High
Expense Ratio	0
Sharpe Ratio	2.91
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
31 Oct 19	₹10,000
31 Oct 20	₹8,687
31 Oct 21	₹16,082
31 Oct 22	₹18,223
31 Oct 23	₹22,361
31 Oct 24	₹33,668

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 5 Nov 24

Duration	Returns
1 Month	-4.4%
3 Month	-4.1%
6 Month	5.5%
1 Year	47.3%
3 Year	26.6%
5 Year	27.5%
10 Year
15 Year
Since launch	15.9%

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	3.57 Yr.

Data below for TATA Infrastructure Fund as on 30 Sep 24

Equity Sector Allocation

Sector	Value
Industrials	49.09%
Basic Materials	17.35%
Utility	15.12%
Real Estate	7.35%
Consumer Cyclical	3.31%
Technology	2.31%
Communication Services	1.36%
Energy	1.13%

Asset Allocation

Asset Class	Value
Cash	2.36%
Equity	97.01%
Debt	0.63%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Jan 05 \| LT	5%	₹129 Cr	349,889
NTPC Ltd (Utilities) Equity, Since 30 Jun 21 \| 532555	4%	₹103 Cr	2,325,000
Adani Ports & Special Economic Zone Ltd (Industrials) Equity, Since 31 Jan 21 \| ADANIPORTS	3%	₹67 Cr	460,000
G R Infraprojects Ltd (Industrials) Equity, Since 30 Nov 23 \| 543317	2%	₹64 Cr	377,647
Ramco Cements Ltd (Basic Materials) Equity, Since 31 Dec 22 \| RAMCOCEM	2%	₹60 Cr	696,000
Torrent Power Ltd (Utilities) Equity, Since 31 Jan 22 \| 532779	2%	₹60 Cr	320,000
DLF Ltd (Real Estate) Equity, Since 30 Sep 20 \| 532868	2%	₹57 Cr	640,000
Siemens Ltd (Industrials) Equity, Since 30 Nov 18 \| 500550	2%	₹57 Cr	78,880
UltraTech Cement Ltd (Basic Materials) Equity, Since 31 Jan 14 \| 532538	2%	₹56 Cr	47,300
Adani Energy Solutions Ltd (Utilities) Equity, Since 31 May 24 \| ADANIENSOL	2%	₹53 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 13.4% 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 (05 Nov 24)	₹532.367 ↑ 3.51 (0.66 %)
Net Assets (Cr)	₹8,677 on 30 Sep 24
Category	Equity - Large & Mid Cap
AMC	Tata Asset Management Limited
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	0
Sharpe Ratio	2.17
Information Ratio	-0.51
Alpha Ratio	-3.97
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
31 Oct 19	₹10,000
31 Oct 20	₹10,047
31 Oct 21	₹15,299
31 Oct 22	₹16,718
31 Oct 23	₹18,452
31 Oct 24	₹24,821

Tata Large and Midcap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520 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 5 Nov 24

Duration	Returns
1 Month	-1.6%
3 Month	2.9%
6 Month	10.7%
1 Year	32.7%
3 Year	17%
5 Year	19.9%
10 Year
15 Year
Since launch	13.4%

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	6.08 Yr.
Meeta Shetty	1 Nov 19	4.92 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	28.76%
Industrials	12.51%
Basic Materials	12.14%
Consumer Cyclical	9.51%
Consumer Defensive	7.08%
Health Care	6.38%
Communication Services	5.47%
Technology	4.9%
Energy	4.25%
Utility	2.3%
Real Estate	1.09%

Asset Allocation

Asset Class	Value
Cash	5.59%
Equity	94.41%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Nov 10 \| HDFCBANK	9%	₹774 Cr	4,466,799 ↑ 83,627
Varun Beverages Ltd (Consumer Defensive) Equity, Since 30 Jun 18 \| VBL	5%	₹411 Cr	6,786,250
Reliance Industries Ltd (Energy) Equity, Since 30 Nov 17 \| RELIANCE	4%	₹369 Cr	1,250,000
PI Industries Ltd (Basic Materials) Equity, Since 30 Sep 18 \| PIIND	4%	₹349 Cr	750,000
State Bank of India (Financial Services) Equity, Since 30 Apr 14 \| SBIN	4%	₹339 Cr	4,300,000 ↑ 200,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Mar 11 \| ICICIBANK	4%	₹325 Cr	2,550,000
IDFC First Bank Ltd (Financial Services) Equity, Since 31 Jan 21 \| IDFCFIRSTB	3%	₹286 Cr	38,500,000 ↑ 1,000,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Mar 20 \| BHARTIARTL	3%	₹269 Cr	1,573,632
Cummins India Ltd (Industrials) Equity, Since 31 Dec 20 \| 500480	3%	₹240 Cr	630,000
Fortis Healthcare Ltd (Healthcare) Equity, Since 30 Jun 21 \| 532843	3%	₹234 Cr	3,801,700

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 19.3% 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 (05 Nov 24)	₹491.58 ↑ 4.21 (0.86 %)
Net Assets (Cr)	₹2,531 on 30 Sep 24
Category	Equity - Large Cap
AMC	Tata Asset Management Limited
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	0
Sharpe Ratio	2.26
Information Ratio	0.09
Alpha Ratio	-2.38
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
31 Oct 19	₹10,000
31 Oct 20	₹9,172
31 Oct 21	₹14,706
31 Oct 22	₹14,874
31 Oct 23	₹16,000
31 Oct 24	₹21,463

TATA Large Cap Fund 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 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 5 Nov 24

Duration	Returns
1 Month	-3.3%
3 Month	-1.1%
6 Month	7.4%
1 Year	32.2%
3 Year	12.8%
5 Year	16.5%
10 Year
15 Year
Since launch	19.3%

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	1.49 Yr.
Kapil Malhotra	19 Dec 23	0.79 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	28.46%
Industrials	12.42%
Consumer Defensive	10.17%
Technology	9.66%
Utility	8.91%
Health Care	7.62%
Energy	6.97%
Consumer Cyclical	6.19%
Basic Materials	5.01%
Real Estate	1.06%
Communication Services	0.74%

Asset Allocation

Asset Class	Value
Cash	2.79%
Equity	97.21%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Apr 07 \| HDFCBANK	8%	₹214 Cr	1,235,950
Reliance Industries Ltd (Energy) Equity, Since 30 Apr 05 \| RELIANCE	6%	₹163 Cr	553,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Mar 11 \| ICICIBANK	4%	₹110 Cr	865,300
Infosys Ltd (Technology) Equity, Since 31 Jan 09 \| INFY	4%	₹105 Cr	558,000
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Dec 20 \| LT	4%	₹100 Cr	270,784
Sun Pharmaceuticals Industries Ltd (Healthcare) Equity, Since 30 Jun 23 \| SUNPHARMA	3%	₹86 Cr	445,000
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 31 May 23 \| M&M	3%	₹70 Cr	225,000
Axis Bank Ltd (Financial Services) Equity, Since 31 Aug 18 \| 532215	3%	₹68 Cr	555,000
NTPC Ltd (Utilities) Equity, Since 30 Jun 21 \| 532555	3%	₹67 Cr	1,505,000
Hindustan Unilever Ltd (Consumer Defensive) Equity, Since 30 Sep 20 \| HINDUNILVR	3%	₹65 Cr	220,000

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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.