These TATA Mutual Funds turned Rs 10000 SIP into over Rs 1 crore corpus
The article analyzes the performance of three prominent Tata Mutual Funds: Mid Cap, TATA Value Fund, and TATA ELSS Fund. It highlights their long-term returns, exceeding 14% CAGR, showcasing the impressive growth potential of systematic investment plans (SIPs) over 20+ years.
New Delhi: Tata Mutual Fund is one of the leading asset management companies in the country. It also happens to be one of the oldest mutual funds. A total of more than 10 schemes of the fund have been in the business for over 20 years. Three such schemes, viz., Tata Mid Cap Fund, Tata Value Fund, and Tata ELSS Fund, have given a significant return to the investors.
Tata Mid Cap Fund
Established on July 1st, 1994, Tata Mid Cap Fund has given a return of around 14 percent since its inception. It tracks the NIFTY Midcap 150 Momentum 50 Index (TRI). It comes under the very high risk category. It is suitable for investors who seek long-term growth while simultaneously being willing to afford market volatility. As of May 31st, 2025, the fund manages assets worth Rs 4996 crore. The expense ratio of the fund is 0.64 percent as per the data sourced from tatamutualfund.com
SIP Returns
A monthly investment worth Rs 10000 in the fund would have given an investor returns over Rs 1.73 crore in 20 years. The SIP would have grown over at 17.60% CAGR to Rs 11.27 crore in 31 years since its inception.
Tata Value Fund
Tata Value Fund was launched on June 29th, 2004. Since its inception, the fund has given a return of 18.46 percent. It tracks NIFTY 500 TRI as its benchmark. It is included in the very high-risk category. It suits investors with the appetite for high risk while simultaneously looking for a long-term investment opportunity. The expense ratio of the fund is 0.79 percent. As of May 31st, 2025, the fund manages assets worth Rs 8840 crore.
SIP Returns
A monthly SIP of Rs 10000 in the value fund would have grown to over Rs 1.49 crore at a CAGR of 15.94 percent. Since its launch in June 2004, the fund has delivered a return of over Rs 1.81 crore at the CAGR of 16.27 percent in 21 years.
Tata ELSS Fund
Tata ELSS Fund is an open-ended equity-linked savings scheme (ELSS) that offers tax benefits under section 80C of the Income Tax Act. The fund was launched on March 31, 1996. The fund has delivered significant returns of 18.36 percent since inception.
It is benchmarked against NIFTY 500 TRI and comes in the category of high risk. The fund is suitable for investors with an appetite for high risk who also look for long-term returns too. As of May 31, 2025, the fund was managing assets worth Rs 4,653 crore with an expense ratio of 0.71% as of June 30, 2025, as per the data sourced from www.tatamutualfund.com.
SIP Returns
A monthly SIP of Rs 10,000 in this tax-saving fund would have grown to over Rs 1.27 crore in 20 years at a CAGR of 14.64 percent. Since its launch in March 1996, this fund has delivered an impressive SIP return of 18.27% CAGR, turning a regular investment into a fund of Rs 9.27 crore over a period of over 29 years.
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