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 April 21, 2025 , 48028 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 Retirement Savings Fund-Moderate Growth	₹61.8383 ↑ 0.24	₹2,008	5,000	150	0.7	-2.4	11	14.1	17.9	14.5	19.5
Tata India Tax Savings Fund Growth	₹42.364 ↑ 0.23	₹4,335	500	500	1.1	-4.1	10.2	15.2	23.1	14.7	19.5
Tata Retirement Savings Fund - Progressive Growth	₹62.4219 ↑ 0.35	₹1,914	5,000	150	-0.3	-4.4	10	14.8	19.3	14.6	21.7
Tata Equity PE Fund Growth	₹335.892 ↑ 0.12	₹8,004	5,000	150	0.9	-6	6.7	19.8	25.3	18.4	21.7
Tata Retirement Savings Fund - Conservative Growth	₹31.0935 ↑ 0.04	₹172	5,000	500	2.1	1.2	8.1	8.1	8.7	8.8	9.9
Tata Treasury Advantage Fund Growth	₹3,884.9 ↑ 1.22	₹2,324	5,000	500	2.3	4	7.9	6.7	6	7.2	7.4
Tata Liquid Fund Growth	₹4,065.07 ↑ 0.72	₹19,074	5,000	500	1.9	3.6	7.3	6.8	5.4	7	7.3
TATA Gilt Securities Fund Growth	₹78.7888 ↑ 0.03	₹1,003	5,000	500	4.6	5.9	10.9	8	5.6	8.4	8.3
TATA Short Term Bond Fund Growth	₹47.553 ↑ 0.02	₹2,834	5,000	500	3.1	4.7	8.9	6.7	5.9	7.1	7.4
TATA Large Cap Fund Growth	₹487.419 ↑ 1.87	₹2,453	5,000	150	3.4	-1.3	8.2	14.4	22.6	18.9	12.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 Apr 25

1. Tata Retirement Savings Fund-Moderate

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-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 14.5% since its launch. Ranked 2 in Retirement Fund category. Return for 2024 was 19.5% , 2023 was 25.3% and 2022 was -1.9% .

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

Tata Retirement Savings Fund-Moderate Growth
Launch Date	1 Nov 11
NAV (23 Apr 25)	₹61.8383 ↑ 0.24 (0.40 %)
Net Assets (Cr)	₹2,008 on 31 Mar 25
Category	Solutions - Retirement Fund
AMC	Tata Asset Management Limited
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	0
Sharpe Ratio	0.19
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 Mar 20	₹10,000
31 Mar 21	₹14,768
31 Mar 22	₹16,480
31 Mar 23	₹16,466
31 Mar 24	₹21,518
31 Mar 25	₹23,417

Tata Retirement Savings Fund-Moderate SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047 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 23 Apr 25

Duration	Returns
1 Month	4.9%
3 Month	0.7%
6 Month	-2.4%
1 Year	11%
3 Year	14.1%
5 Year	17.9%
10 Year
15 Year
Since launch	14.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	19.5%
2022	25.3%
2021	-1.9%
2020	20.5%
2019	15.1%
2018	8.6%
2017	-3.6%
2016	38.8%
2015	6.7%
2014	7.7%

Fund Manager information for Tata Retirement Savings Fund-Moderate

Name	Since	Tenure
Murthy Nagarajan	1 Apr 17	7.92 Yr.
Sonam Udasi	1 Apr 16	8.92 Yr.

Data below for Tata Retirement Savings Fund-Moderate as on 31 Mar 25

Asset Allocation

Asset Class	Value
Cash	11.03%
Equity	74.04%
Debt	14.94%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
6.79% Government Of India (07/10/2034) Sovereign Bonds \| -	7%	₹126 Cr	12,500,000 ↑ 12,500,000
HDFC Bank Ltd (Financial Services) Equity, Since 30 Nov 11 \| HDFCBANK	6%	₹119 Cr	687,500
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Aug 20 \| TCS	4%	₹74 Cr	211,500
ITC Ltd (Consumer Defensive) Equity, Since 30 Apr 18 \| ITC	3%	₹64 Cr	1,613,000
Radico Khaitan Ltd (Consumer Defensive) Equity, Since 30 Nov 17 \| RADICO	3%	₹55 Cr	266,500
Zomato Ltd (Consumer Cyclical) Equity, Since 31 Mar 24 \| 543320	3%	₹54 Cr	2,412,000 ↑ 45,000
BSE Ltd (Financial Services) Equity, Since 31 May 24 \| BSE	3%	₹50 Cr	108,000
Reliance Industries Ltd (Energy) Equity, Since 30 Apr 18 \| RELIANCE	3%	₹50 Cr	414,000
Solar Industries India Ltd (Basic Materials) Equity, Since 31 Oct 22 \| SOLARINDS	3%	₹48 Cr	54,855 ↑ 315
Mahanagar Gas Ltd (Utilities) Equity, Since 29 Feb 24 \| MGL	2%	₹39 Cr	315,000

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 14.7% since its launch. Ranked 1 in ELSS category. Return for 2024 was 19.5% , 2023 was 24% and 2022 was 5.9% .

Below is the key information for Tata India Tax Savings Fund

Tata India Tax Savings Fund Growth
Launch Date	13 Oct 14
NAV (23 Apr 25)	₹42.364 ↑ 0.23 (0.54 %)
Net Assets (Cr)	₹4,335 on 31 Mar 25
Category	Equity - ELSS
AMC	Tata Asset Management Limited
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	0
Sharpe Ratio	0.22
Information Ratio	-0.15
Alpha Ratio	3.19
Min Investment	500
Min SIP Investment	500
Exit Load	NIL

Growth of 10,000 investment over the years.

Date	Value
31 Mar 20	₹10,000
31 Mar 21	₹16,724
31 Mar 22	₹20,336
31 Mar 23	₹20,326
31 Mar 24	₹27,013
31 Mar 25	₹29,622

Tata India Tax Savings Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623 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 23 Apr 25

Duration	Returns
1 Month	3.6%
3 Month	1.1%
6 Month	-4.1%
1 Year	10.2%
3 Year	15.2%
5 Year	23.1%
10 Year
15 Year
Since launch	14.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	19.5%
2022	24%
2021	5.9%
2020	30.4%
2019	11.9%
2018	13.6%
2017	-8.4%
2016	46%
2015	2.1%
2014	13.3%

Fund Manager information for Tata India Tax Savings Fund

Name	Since	Tenure
Sailesh Jain	16 Dec 21	3.21 Yr.
Tejas Gutka	9 Mar 21	3.98 Yr.

Data below for Tata India Tax Savings Fund as on 31 Mar 25

Equity Sector Allocation

Sector	Value
Financial Services	32.98%
Consumer Cyclical	15.28%
Industrials	12.78%
Technology	7.77%
Basic Materials	7.15%
Energy	5.32%
Communication Services	3.91%
Health Care	3.49%
Utility	2.65%
Real Estate	2.39%
Consumer Defensive	1.48%

Asset Allocation

Asset Class	Value
Cash	4.81%
Equity	95.19%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 28 Feb 10 \| HDFCBANK	7%	₹299 Cr	1,725,000
ICICI Bank Ltd (Financial Services) Equity, Since 30 Nov 16 \| ICICIBANK	6%	₹256 Cr	2,125,000
Infosys Ltd (Technology) Equity, Since 30 Sep 18 \| INFY	5%	₹196 Cr	1,160,000
Reliance Industries Ltd (Energy) Equity, Since 31 Jan 18 \| RELIANCE	4%	₹162 Cr	1,350,000
State Bank of India (Financial Services) Equity, Since 30 Nov 18 \| SBIN	4%	₹150 Cr	2,175,000
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Sep 19 \| BHARTIARTL	4%	₹148 Cr	940,000
Axis Bank Ltd (Financial Services) Equity, Since 31 Aug 18 \| 532215	3%	₹132 Cr	1,300,000
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Nov 16 \| LT	3%	₹111 Cr	352,147
NTPC Ltd (Utilities) Equity, Since 30 Jun 21 \| 532555	3%	₹107 Cr	3,451,000
Bajaj Finance Ltd (Financial Services) Equity, Since 31 Mar 22 \| 500034	2%	₹91 Cr	107,000

3. Tata Retirement Savings Fund - Progressive

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 14.6% since its launch. Ranked 6 in Retirement Fund category. Return for 2024 was 21.7% , 2023 was 29% and 2022 was -3.9% .

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

Tata Retirement Savings Fund - Progressive Growth
Launch Date	1 Nov 11
NAV (23 Apr 25)	₹62.4219 ↑ 0.35 (0.57 %)
Net Assets (Cr)	₹1,914 on 31 Mar 25
Category	Solutions - Retirement Fund
AMC	Tata Asset Management Limited
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	0
Sharpe Ratio	0.12
Information Ratio	-0.15
Alpha Ratio	1.43
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 Mar 20	₹10,000
31 Mar 21	₹15,520
31 Mar 22	₹17,297
31 Mar 23	₹17,065
31 Mar 24	₹23,228
31 Mar 25	₹25,016

Tata Retirement Savings Fund - Progressive 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 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 23 Apr 25

Duration	Returns
1 Month	5.3%
3 Month	-0.3%
6 Month	-4.4%
1 Year	10%
3 Year	14.8%
5 Year	19.3%
10 Year
15 Year
Since launch	14.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	21.7%
2022	29%
2021	-3.9%
2020	23.3%
2019	14.4%
2018	11.5%
2017	-6.1%
2016	49.1%
2015	3.1%
2014	7.8%

Fund Manager information for Tata Retirement Savings Fund - Progressive

Name	Since	Tenure
Murthy Nagarajan	1 Apr 17	8 Yr.
Sonam Udasi	1 Apr 16	9 Yr.

Data below for Tata Retirement Savings Fund - Progressive as on 31 Mar 25

Asset Allocation

Asset Class	Value
Cash	10.12%
Equity	89.88%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Nov 11 \| HDFCBANK	7%	₹131 Cr	754,000
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Aug 20 \| TCS	5%	₹85 Cr	243,000
ITC Ltd (Consumer Defensive) Equity, Since 30 Apr 18 \| ITC	4%	₹73 Cr	1,853,000
Zomato Ltd (Consumer Cyclical) Equity, Since 31 Mar 24 \| 543320	3%	₹60 Cr	2,718,000
Reliance Industries Ltd (Energy) Equity, Since 30 Apr 18 \| RELIANCE	3%	₹58 Cr	486,000
Solar Industries India Ltd (Basic Materials) Equity, Since 31 Oct 22 \| SOLARINDS	3%	₹56 Cr	64,035 ↑ 315
BSE Ltd (Financial Services) Equity, Since 31 May 24 \| BSE	3%	₹54 Cr	117,000
Radico Khaitan Ltd (Consumer Defensive) Equity, Since 30 Nov 17 \| RADICO	3%	₹52 Cr	249,600
Mahanagar Gas Ltd (Utilities) Equity, Since 29 Feb 24 \| MGL	2%	₹43 Cr	351,000
DOMS Industries Ltd (Industrials) Equity, Since 31 Dec 23 \| DOMS	2%	₹40 Cr	165,996

4. 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 18.4% since its launch. Ranked 7 in Value category. Return for 2024 was 21.7% , 2023 was 37% and 2022 was 5.9% .

Below is the key information for Tata Equity PE Fund

Tata Equity PE Fund Growth
Launch Date	29 Jun 04
NAV (23 Apr 25)	₹335.892 ↑ 0.12 (0.04 %)
Net Assets (Cr)	₹8,004 on 31 Mar 25
Category	Equity - Value
AMC	Tata Asset Management Limited
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	0
Sharpe Ratio	0.06
Information Ratio	1.1
Alpha Ratio	0.35
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 Mar 20	₹10,000
31 Mar 21	₹16,715
31 Mar 22	₹19,873
31 Mar 23	₹20,785
31 Mar 24	₹30,723
31 Mar 25	₹32,717

Tata Equity PE Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹570,326.
Net Profit of ₹270,326 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 23 Apr 25

Duration	Returns
1 Month	4.5%
3 Month	0.9%
6 Month	-6%
1 Year	6.7%
3 Year	19.8%
5 Year	25.3%
10 Year
15 Year
Since launch	18.4%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	21.7%
2022	37%
2021	5.9%
2020	28%
2019	12.5%
2018	5.3%
2017	-7.1%
2016	39.4%
2015	16.2%
2014	0.3%

Fund Manager information for Tata Equity PE Fund

Name	Since	Tenure
Sonam Udasi	1 Apr 16	9 Yr.
Amey Sathe	18 Jun 18	6.79 Yr.

Data below for Tata Equity PE Fund as on 31 Mar 25

Equity Sector Allocation

Sector	Value
Financial Services	35.86%
Consumer Cyclical	10.42%
Energy	9.89%
Technology	7.07%
Consumer Defensive	6.83%
Utility	6.17%
Health Care	5.18%
Communication Services	4.54%
Basic Materials	3.94%
Industrials	0.38%

Asset Allocation

Asset Class	Value
Cash	9.72%
Equity	90.28%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Jun 18 \| HDFCBANK	10%	₹775 Cr	4,473,000
Bharat Petroleum Corp Ltd (Energy) Equity, Since 31 Dec 23 \| 500547	4%	₹327 Cr	13,770,000 ↑ 180,000
Coal India Ltd (Energy) Equity, Since 31 Mar 22 \| COALINDIA	4%	₹326 Cr	8,820,000 ↑ 180,000
Wipro Ltd (Technology) Equity, Since 31 Dec 23 \| 507685	4%	₹305 Cr	10,980,000
Muthoot Finance Ltd (Financial Services) Equity, Since 30 Apr 23 \| 533398	4%	₹282 Cr	1,323,000
Shriram Finance Ltd (Financial Services) Equity, Since 30 Jun 24 \| SHRIRAMFIN	3%	₹261 Cr	4,230,000 ↑ 90,000
Radico Khaitan Ltd (Consumer Defensive) Equity, Since 30 Nov 17 \| RADICO	3%	₹261 Cr	1,257,971
Dr Reddy's Laboratories Ltd (Healthcare) Equity, Since 31 Jul 23 \| DRREDDY	3%	₹256 Cr	2,295,000
ITC Ltd (Consumer Defensive) Equity, Since 31 Jul 18 \| ITC	3%	₹249 Cr	6,310,000
NTPC Ltd (Utilities) Equity, Since 30 Apr 22 \| 532555	3%	₹234 Cr	7,515,000

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 8.8% since its launch. Ranked 7 in Retirement Fund category. Return for 2024 was 9.9% , 2023 was 12.1% and 2022 was 0.1% .

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

Tata Retirement Savings Fund - Conservative Growth
Launch Date	1 Nov 11
NAV (23 Apr 25)	₹31.0935 ↑ 0.04 (0.12 %)
Net Assets (Cr)	₹172 on 31 Mar 25
Category	Solutions - Retirement Fund
AMC	Tata Asset Management Limited
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	0
Sharpe Ratio	-0.08
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 Mar 20	₹10,000
31 Mar 21	₹11,837
31 Mar 22	₹12,492
31 Mar 23	₹12,632
31 Mar 24	₹14,415
31 Mar 25	₹15,326

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 23 Apr 25

Duration	Returns
1 Month	2.8%
3 Month	2.1%
6 Month	1.2%
1 Year	8.1%
3 Year	8.1%
5 Year	8.7%
10 Year
15 Year
Since launch	8.8%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	9.9%
2022	12.1%
2021	0.1%
2020	7.6%
2019	11.8%
2018	7.6%
2017	0.8%
2016	15.1%
2015	10.6%
2014	6.4%

Fund Manager information for Tata Retirement Savings Fund - Conservative

Name	Since	Tenure
Murthy Nagarajan	1 Apr 17	8 Yr.
Sonam Udasi	1 Apr 16	9 Yr.

Data below for Tata Retirement Savings Fund - Conservative as on 31 Mar 25

Asset Allocation

Asset Class	Value
Cash	8.9%
Equity	25.08%
Debt	66.02%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
6.79% Government Of India (07/10/2034) Sovereign Bonds \| -	21%	₹35 Cr	3,500,000
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%	₹10 Cr	1,000,000
7.27% Govt Stock 2026 Sovereign Bonds \| -	6%	₹10 Cr	1,000,000
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 7.2% since its launch. Ranked 26 in Low Duration category. Return for 2024 was 7.4% , 2023 was 6.9% and 2022 was 4.1% .

Below is the key information for Tata Treasury Advantage Fund

Tata Treasury Advantage Fund Growth
Launch Date	6 Sep 05
NAV (23 Apr 25)	₹3,884.9 ↑ 1.22 (0.03 %)
Net Assets (Cr)	₹2,324 on 31 Mar 25
Category	Debt - Low Duration
AMC	Tata Asset Management Limited
Rating	☆☆☆☆
Risk	Moderately Low
Expense Ratio	0
Sharpe Ratio	1.9
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	500
Exit Load	NIL
Yield to Maturity	7.35%
Effective Maturity	1 Year 2 Months 13 Days
Modified Duration	11 Months 16 Days

Growth of 10,000 investment over the years.

Date	Value
31 Mar 20	₹10,000
31 Mar 21	₹10,651
31 Mar 22	₹11,064
31 Mar 23	₹11,598
31 Mar 24	₹12,419
31 Mar 25	₹13,350

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 23 Apr 25

Duration	Returns
1 Month	1.2%
3 Month	2.3%
6 Month	4%
1 Year	7.9%
3 Year	6.7%
5 Year	6%
10 Year
15 Year
Since launch	7.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	7.4%
2022	6.9%
2021	4.1%
2020	3.6%
2019	7.5%
2018	2.2%
2017	7.5%
2016	6.9%
2015	8.5%
2014	8.6%

Fund Manager information for Tata Treasury Advantage Fund

Name	Since	Tenure
Akhil Mittal	2 Jun 14	10.75 Yr.
Abhishek Sonthalia	6 Feb 20	5.07 Yr.

Data below for Tata Treasury Advantage Fund as on 31 Mar 25

Asset Allocation

Asset Class	Value
Cash	42.33%
Debt	57.36%
Other	0.31%

Debt Sector Allocation

Sector	Value
Corporate	45.15%
Cash Equivalent	30.3%
Government	24.24%

Credit Quality

Rating	Value
AAA	100%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
National Bank For Agriculture And Rural Development Debentures \| -	4%	₹100 Cr	10,000
07.80 KL Sdl 2027 Sovereign Bonds \| -	4%	₹97 Cr	9,500,000
Small Industries Development Bank Of India Debentures \| -	3%	₹75 Cr	7,500 ↓ -2,500
Rural Electrification Corporation Limited Debentures \| -	3%	₹73 Cr	750 ↑ 750
National Bank For Agriculture And Rural Development Debentures \| -	2%	₹50 Cr	5,000
Rural Electrification Corporation Limited Debentures \| -	2%	₹50 Cr	5,000
Hdb Financial Services Limited Debentures \| -	2%	₹50 Cr	5,000
National Bank For Agriculture And Rural Development Debentures \| -	2%	₹50 Cr	5,000
John Deere Financial India Private Limited Debentures \| -	2%	₹50 Cr	500
Power Finance Corporation Limited Debentures \| -	2%	₹50 Cr	500

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 2024 was 7.3% , 2023 was 7% and 2022 was 4.8% .

Below is the key information for Tata Liquid Fund

Tata Liquid Fund Growth
Launch Date	1 Sep 04
NAV (23 Apr 25)	₹4,065.07 ↑ 0.72 (0.02 %)
Net Assets (Cr)	₹19,074 on 31 Mar 25
Category	Debt - Liquid Fund
AMC	Tata Asset Management Limited
Rating	☆☆☆☆
Risk	Low
Expense Ratio	0
Sharpe Ratio	2.77
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	500
Exit Load	NIL
Yield to Maturity	7.06%
Effective Maturity	2 Months 17 Days
Modified Duration	2 Months 17 Days

Growth of 10,000 investment over the years.

Date	Value
31 Mar 20	₹10,000
31 Mar 21	₹10,357
31 Mar 22	₹10,705
31 Mar 23	₹11,300
31 Mar 24	₹12,110
31 Mar 25	₹12,993

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 23 Apr 25

Duration	Returns
1 Month	0.7%
3 Month	1.9%
6 Month	3.6%
1 Year	7.3%
3 Year	6.8%
5 Year	5.4%
10 Year
15 Year
Since launch	7%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	7.3%
2022	7%
2021	4.8%
2020	3.2%
2019	4.3%
2018	6.6%
2017	7.4%
2016	6.7%
2015	7.7%
2014	8.4%

Fund Manager information for Tata Liquid Fund

Name	Since	Tenure
Amit Somani	16 Oct 13	11.46 Yr.
Abhishek Sonthalia	6 Feb 20	5.15 Yr.
Harsh Dave	1 Aug 24	0.66 Yr.

Data below for Tata Liquid Fund as on 31 Mar 25

Asset Allocation

Asset Class	Value
Cash	99.79%
Other	0.21%

Debt Sector Allocation

Sector	Value
Cash Equivalent	83.46%
Corporate	11.16%
Government	5.17%

Credit Quality

Rating	Value
AAA	100%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Reliance Industries Limited Commercial Paper \| -	6%	₹1,747 Cr	35,000
India (Republic of) - \| -	4%	₹1,326 Cr	134,500,000 ↑ 134,500,000
91 Days Tbill Red 24-04-2025 Sovereign Bonds \| -	4%	₹1,241 Cr	125,000,000
National Bank For Agriculture And Rural Development Commercial Paper \| -	4%	₹1,236 Cr	25,000
Icici Securities Limited Commercial Paper \| -	3%	₹1,080 Cr	22,000 ↑ 22,000
Bank Of Baroda Certificate of Deposit \| -	3%	₹989 Cr	20,000
Reliance Retail Ventures Limited Commercial Paper \| -	3%	₹987 Cr	20,000
Reliance Retail Ventures Limited Commercial Paper \| -	3%	₹950 Cr	19,000 ↓ -1,000
Bank Of Baroda Certificate of Deposit \| -	3%	₹933 Cr	19,000 ↑ 19,000
Small Industries Development Bank Of India Commercial Paper \| -	2%	₹749 Cr	15,000

8. TATA Gilt Securities Fund

To generate risk-free return and thus provide medium to long term capital gains and income distribution to its Unitholders, while at all times emphasising the importance of capital preservation.

TATA Gilt Securities Fund is a Debt - Government Bond fund was launched on 6 Sep 99. It is a fund with Moderate risk and has given a CAGR/Annualized return of 8.4% since its launch. Ranked 11 in Government Bond category. Return for 2024 was 8.3% , 2023 was 7.5% and 2022 was 2.4% .

Below is the key information for TATA Gilt Securities Fund

TATA Gilt Securities Fund Growth
Launch Date	6 Sep 99
NAV (23 Apr 25)	₹78.7888 ↑ 0.03 (0.04 %)
Net Assets (Cr)	₹1,003 on 31 Mar 25
Category	Debt - Government Bond
AMC	Tata Asset Management Limited
Rating	☆☆☆
Risk	Moderate
Expense Ratio	0
Sharpe Ratio	0.45
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-180 Days (0.5%),180 Days and above(NIL)
Yield to Maturity	6.94%
Effective Maturity	25 Years 4 Months 10 Days
Modified Duration	10 Years 6 Months 4 Days

Growth of 10,000 investment over the years.

Date	Value
31 Mar 20	₹10,000
31 Mar 21	₹10,461
31 Mar 22	₹10,692
31 Mar 23	₹11,194
31 Mar 24	₹12,132
31 Mar 25	₹13,132

TATA Gilt Securities 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 Gilt Securities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Apr 25

Duration	Returns
1 Month	3%
3 Month	4.6%
6 Month	5.9%
1 Year	10.9%
3 Year	8%
5 Year	5.6%
10 Year
15 Year
Since launch	8.4%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	8.3%
2022	7.5%
2021	2.4%
2020	0.8%
2019	9.9%
2018	9.7%
2017	4.9%
2016	2.7%
2015	13.4%
2014	5.9%

Fund Manager information for TATA Gilt Securities Fund

Name	Since	Tenure
Akhil Mittal	1 Mar 22	3.09 Yr.

Data below for TATA Gilt Securities Fund as on 31 Mar 25

Asset Allocation

Asset Class	Value
Cash	4.65%
Debt	95.35%

Debt Sector Allocation

Sector	Value
Government	95.35%
Cash Equivalent	4.65%

Credit Quality

Rating	Value
AAA	100%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
7.34% Govt Stock 2064 Sovereign Bonds \| -	31%	₹329 Cr	31,670,900
7.09% Govt Stock 2054 Sovereign Bonds \| -	27%	₹294 Cr	29,133,400
7.23% Government Of India (15/04/2039) Sovereign Bonds \| -	10%	₹103 Cr	10,000,000
6.92% Govt Stock 2039 Sovereign Bonds \| -	9%	₹101 Cr	10,000,000
6.54% Govt Stock 2032 Sovereign Bonds \| -	9%	₹99 Cr	10,000,000
6.79% Government Of India (07/10/2034) Sovereign Bonds \| -	6%	₹65 Cr	6,500,000 ↓ -1,000,000
7.18% Govt Stock 2033 Sovereign Bonds \| -	2%	₹26 Cr	2,500,000
07.15 Tn SDL 2035 Sovereign Bonds \| -	0%	₹5 Cr	500,000
07.49 Tn SDL 2034 Sovereign Bonds \| -	0%	₹1 Cr	60,800
Cash / Net Current Asset CBLO \| -	5%	₹50 Cr

9. TATA Short Term Bond Fund

To create a liquid portfolio of debt as well as Money Market Instruments so as to provide reasonable returns and liquidity to the Unitholders.

TATA Short Term Bond Fund is a Debt - Short term Bond fund was launched on 8 Aug 02. It is a fund with Moderately Low risk and has given a CAGR/Annualized return of 7.1% since its launch. Ranked 43 in Short term Bond category. Return for 2024 was 7.4% , 2023 was 6.8% and 2022 was 2.9% .

Below is the key information for TATA Short Term Bond Fund

TATA Short Term Bond Fund Growth
Launch Date	8 Aug 02
NAV (23 Apr 25)	₹47.553 ↑ 0.02 (0.04 %)
Net Assets (Cr)	₹2,834 on 31 Mar 25
Category	Debt - Short term Bond
AMC	Tata Asset Management Limited
Rating	☆☆☆
Risk	Moderately Low
Expense Ratio	0
Sharpe Ratio	0.85
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	500
Exit Load	NIL
Yield to Maturity	7.23%
Effective Maturity	3 Years 10 Months 10 Days
Modified Duration	2 Years 9 Months 18 Days

Growth of 10,000 investment over the years.

Date	Value
31 Mar 20	₹10,000
31 Mar 21	₹10,713
31 Mar 22	₹11,099
31 Mar 23	₹11,537
31 Mar 24	₹12,325
31 Mar 25	₹13,276

TATA Short Term Bond 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 Short Term Bond Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Apr 25

Duration	Returns
1 Month	1.7%
3 Month	3.1%
6 Month	4.7%
1 Year	8.9%
3 Year	6.7%
5 Year	5.9%
10 Year
15 Year
Since launch	7.1%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	7.4%
2022	6.8%
2021	2.9%
2020	2.5%
2019	9.8%
2018	9%
2017	-0.2%
2016	5.6%
2015	9.2%
2014	8.2%

Fund Manager information for TATA Short Term Bond Fund

Name	Since	Tenure
Murthy Nagarajan	1 Apr 17	8 Yr.
Abhishek Sonthalia	6 Feb 20	5.15 Yr.

Data below for TATA Short Term Bond Fund as on 31 Mar 25

Asset Allocation

Asset Class	Value
Cash	13.1%
Equity	0.06%
Debt	86.56%
Other	0.28%

Debt Sector Allocation

Sector	Value
Corporate	50.46%
Government	43.25%
Cash Equivalent	5.95%

Credit Quality

Rating	Value
AAA	100%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
7.32% Govt Stock 2030 Sovereign Bonds \| -	9%	₹227 Cr	22,000,000
6.79% Government Of India (07/10/2034) Sovereign Bonds \| -	5%	₹131 Cr	13,034,600 ↓ -3,000,000
7.1% Govt Stock 2034 Sovereign Bonds \| -	4%	₹119 Cr	11,603,200
6.92% Govt Stock 2039 Sovereign Bonds \| -	3%	₹89 Cr	8,845,000
National Bank For Agriculture And Rural Development Debentures \| -	3%	₹75 Cr	7,500 ↑ 2,500
National Bank For Agriculture And Rural Development Debentures \| -	3%	₹75 Cr	7,500
Small Industries Development Bank Of India Debentures \| -	3%	₹75 Cr	750
Jamnagar Utilities & Power Private Limited Debentures \| -	3%	₹73 Cr	750
7.17% Govt Stock 2030 Sovereign Bonds \| -	3%	₹66 Cr	6,500,000
SANSAR JUNE 2024 TRUST Unlisted bonds \| -	2%	₹66 Cr	750,000,000

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 18.9% since its launch. Ranked 35 in Large Cap category. Return for 2024 was 12.9% , 2023 was 24.5% and 2022 was 3.3% .

Below is the key information for TATA Large Cap Fund

TATA Large Cap Fund Growth
Launch Date	7 May 98
NAV (23 Apr 25)	₹487.419 ↑ 1.87 (0.38 %)
Net Assets (Cr)	₹2,453 on 31 Mar 25
Category	Equity - Large Cap
AMC	Tata Asset Management Limited
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	0
Sharpe Ratio	0.04
Information Ratio	0.34
Alpha Ratio	0.29
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 Mar 20	₹10,000
31 Mar 21	₹16,682
31 Mar 22	₹20,078
31 Mar 23	₹20,002
31 Mar 24	₹27,055
31 Mar 25	₹28,822

TATA Large Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691 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 23 Apr 25

Duration	Returns
1 Month	3.9%
3 Month	3.4%
6 Month	-1.3%
1 Year	8.2%
3 Year	14.4%
5 Year	22.6%
10 Year
15 Year
Since launch	18.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	12.9%
2022	24.5%
2021	3.3%
2020	32.7%
2019	8.3%
2018	12.1%
2017	-3.6%
2016	29.5%
2015	2.9%
2014	1.3%

Fund Manager information for TATA Large Cap Fund

Name	Since	Tenure
Abhinav Sharma	5 Apr 23	1.91 Yr.
Hasmukh Vishariya	1 Mar 25	0 Yr.

Data below for TATA Large Cap Fund as on 31 Mar 25

Equity Sector Allocation

Sector	Value
Financial Services	34.65%
Industrials	10.92%
Technology	9.18%
Consumer Cyclical	7.58%
Health Care	6.82%
Utility	5.89%
Consumer Defensive	5.85%
Basic Materials	5.38%
Energy	5.29%
Communication Services	2.93%
Real Estate	0.84%

Asset Allocation

Asset Class	Value
Cash	4.68%
Equity	95.32%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Apr 07 \| HDFCBANK	10%	₹223 Cr	1,285,950
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 Oct 16 \| KOTAKBANK	5%	₹124 Cr	649,000
Reliance Industries Ltd (Energy) Equity, Since 30 Apr 05 \| RELIANCE	5%	₹108 Cr	900,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Mar 11 \| ICICIBANK	5%	₹104 Cr	865,300
Infosys Ltd (Technology) Equity, Since 31 Jan 09 \| INFY	4%	₹94 Cr	558,000
Axis Bank Ltd (Financial Services) Equity, Since 31 Aug 18 \| 532215	4%	₹93 Cr	920,000
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Dec 20 \| LT	4%	₹86 Cr	270,784
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 31 May 23 \| M&M	3%	₹75 Cr	292,000
Sun Pharmaceuticals Industries Ltd (Healthcare) Equity, Since 30 Jun 23 \| SUNPHARMA	3%	₹58 Cr	365,000
State Bank of India (Financial Services) Equity, Since 30 Apr 14 \| SBIN	2%	₹57 Cr	821,000

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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.