Tata Mutual Fund

Tata Mutual Fund

Established in 1994, Tata Asset Management Limited is one of the leading asset management companies in India. It is a subsidiary of Tata Sons Limited, which ranks among the largest conglomerates in the country. Headquartered in Mumbai, the AMC has been known for providing comprehensive services and investment opportunities to its clients.

With a total Asset Under Management (AUM) of Rs. 1,49,504 Crore, the Tata Mutual Fund offers 54 schemes including equity, debt and hybrid funds. All these have helped the AMC earn the reputation of having high-performing funds and actively managed portfolios.

Best Tata Mutual Funds

  • Equity Funds
  • Debt Funds
  • Hybrid Funds
Fund Name
AUM
1 Yr Return
Exp. Ratio
Tata Small Cap Fund Direct Growth
Tata Small Cap Fund Direct Growth
₹111638385463 Cr
3.80%
0.34%
Invest
Tata Digital India Fund Direct Growth
Tata Digital India Fund Direct Growth
₹122163080351 Cr
5.35%
0.43%
Invest
Tata Nifty Midcap 150 Momentum 50 Index Fund Direct Growth
Tata Nifty Midcap 150 Momentum 50 Index Fund Direct Growth
₹9588534393 Cr
-4.03%
0.43%
Invest
Tata Nifty 50 Index Fund Direct Plan
Tata Nifty 50 Index Fund Direct Plan
₹13129512060 Cr
5.13%
0.19%
Invest
Tata Ethical Fund Direct Plan Growth
Tata Ethical Fund Direct Plan Growth
₹35790215593 Cr
-4.83%
0.66%
Invest
Tata Resources & Energy Fund Direct Growth
Tata Resources & Energy Fund Direct Growth
₹11724887739 Cr
4.07%
0.54%
Invest
Tata ELSS Fund Growth Direct Plan
Tata ELSS Fund Growth Direct Plan
₹47112365951 Cr
3.74%
0.71%
Invest
Tata Mid Cap Fund Direct Plan Growth
Tata Mid Cap Fund Direct Plan Growth
₹49852002066 Cr
-0.45%
0.65%
Invest
Tata Large & Mid Cap Fund Direct Plan Growth
Tata Large & Mid Cap Fund Direct Plan Growth
₹88868832155 Cr
3.08%
0.64%
Invest
Tata India Pharma & Healthcare Fund Direct Growth
Tata India Pharma & Healthcare Fund Direct Growth
₹12819875723 Cr
12.41%
0.63%
Invest
Tata India Consumer Fund Direct Growth
Tata India Consumer Fund Direct Growth
₹24573659755 Cr
5.02%
0.73%
Invest
Tata Value Fund Direct Plan Growth
Tata Value Fund Direct Plan Growth
₹88399966747 Cr
0.72%
0.80%
Invest
Tata Infrastructure Fund Direct Plan Growth
Tata Infrastructure Fund Direct Plan Growth
₹22869789857 Cr
-11.59%
1.13%
Invest
Tata Banking & Financial Services Fund Direct Growth
Tata Banking & Financial Services Fund Direct Growth
₹29579295751 Cr
17.30%
0.47%
Invest
Tata Business Cycle Fund Direct Growth
Tata Business Cycle Fund Direct Growth
₹29904935486 Cr
-0.15%
0.49%
Invest
Tata Large Cap Fund Direct Plan Growth
Tata Large Cap Fund Direct Plan Growth
₹27017775813 Cr
2.08%
0.99%
Invest
Tata Nifty India Digital ETF Fund of Fund Direct Growth
Tata Nifty India Digital ETF Fund of Fund Direct Growth
₹1261344151 Cr
6.43%
0.10%
Invest
Tata Multicap Fund Direct Growth
Tata Multicap Fund Direct Growth
₹31955407708 Cr
-1.18%
0.40%
Invest
Tata Flexi Cap Fund Direct Growth
Tata Flexi Cap Fund Direct Growth
₹34187625209 Cr
9.23%
0.63%
Invest
Tata BSE Sensex Index Fund Direct Plan
Tata BSE Sensex Index Fund Direct Plan
₹4041571587 Cr
4.97%
0.29%
Invest

List of Tata Asset Management Limited Fund Managers

Name
Experience
Schemes
Akhil Mittal
15 Years
37
Sonam Udasi
12 Years
11
Amey Sathe
14 Years
15
Sailesh Jain
15 Years
28
Murthy Nagarajan
20 Years
30
Satish Mishra
13 Years
11
Chandraprakash Padiyar
19 Years
7
Amit Somani
18 Years
31
Meeta Shetty
13 Years
13
Abhinav Sharma
15 Years
9
Abhishek Sonthalia
12 Years
34

Key information about Tata Mutual Fund

Address

Registered Address: Mulla House, Ground Floor, 51, M.G. Road, Near Flora Fountain, Mumbai: 400 001, Maharashtra.

Monday to Friday 9:00 AM to 5:30 PM (Office timings)

Phone Number

(022) 6282 7777

70457 48282 (WhatsApp number)

Make sure to text them on their WhatsApp number from your registered mobile number, and ensure to call them within their office timings.

Compare Tata Mutual Fund with other AMCs

AMC
AUM(in Cr)
AUM change (1M)
AUM Rank
ICICI
ICICI
₹8.7L Cr
+ ₹23.7K Cr
1/44
Invest
SBI
SBI
₹7.9L Cr
+ ₹20.8K Cr
2/44
Invest
HDFC
HDFC
₹8.3L Cr
+ ₹53.4K Cr
3/44
Invest
Kotak
Kotak
₹5L Cr
+ ₹36.1K Cr
4/44
Invest
Nippon
Nippon
₹4.3L Cr
+ ₹28.5K Cr
5/44
Invest
Aditya Birla Sun Life
Aditya Birla Sun Life
₹4L Cr
+ ₹38.6K Cr
6/44
Invest
Axis
Axis
₹3.3L Cr
+ ₹2.1K Cr
7/44
Invest
UTI
UTI
₹2.4L Cr
+ ₹12.9K Cr
8/44
Invest

How to Start Investing with Tata Mutual Fund with INDmoney?

You can seamlessly invest in Tata Mutual Funds through INDmoney. To start investing today, follow these simple steps:

Step 1: Download the INDmoney app and create your free investment account by completing your KYC ( Know Your Customer).

Step 2: Once you create your account, search for ‘Tata Mutual Fund’ or open the ‘Mutual Fund’ section.

Step 3: Choose any Tata Mutual Fund by looking at aspects like past returns, volatility, downside capture ratio, AUM, Expense ratios and underlying stocks and sectors.

Step 4: You can choose to set up SIP in any Tata Mutual Fund or even invest as a lump sum. Once you are on the individual Tata Mutual Fund page, click on "One-time" for lump sum investment or "SIP" for a systematic investment plan. 

Step 5: Choose the amount that you want to invest as SIP or Lump Sum. 

Step 6: Set up payments. If you choose to set up SIP in any Tata Mutual Fund, you can do a free automatic pay set-up via bank mandate or UPI. If you choose to invest in a lump sum (one-time) then you can pay via UPI, net banking, NEFT or RTGS.
 

Frequently asked questions

What documents are required for investing in a Tata mutual fund?

You must submit the following documents before starting to invest in a Tata mutual fund:

  • Identity proof
  • Address proof
  • Occupation details
  • Financial status 

How can I calculate the SIP of Tata Mutual Fund easily?

Yes, you can easily calculate the SIP of Tata Mutual Fund by using INDmoney's Tata Mutual Fund SIP calculator. Simply select a scheme, SIP frequency and the amount you wish to invest. The calculator will instantly show you the expected returns. 

Is it safe to invest in Tata Mutual Funds?

Tata Mutual Funds are registered under the SEBI, which ensures strict monitoring of all transactions taking place to and from this AMC. However, please note that all mutual funds are subject to market risks.

Who are the fund managers of Tata Mutual Fund?

The following are some of the top fund managers working under the Tata Mutual Fund:

  • Arvind Kumar Chetty
  • Abhishek Sonthalia
  • Meeta Shetty
  • Sailesh Jain
  • Amit Somani