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.

List of Tata Asset Management Limited Fund Managers

Name
Experience
Schemes
AUM (Cr)
Sonam Udasi
12 Years
11
₹21154 Cr
Aurobinda Prasad Gayan
16 Years
3
₹3051 Cr
Akhil Mittal
15 Years
35
---
Amey Sathe
14 Years
15
---
Sailesh Jain
15 Years
28
---
Murthy Nagarajan
20 Years
39
---
Satish Mishra
13 Years
11
---
Chandraprakash Padiyar
19 Years
7
---
Amit Somani
18 Years
26
---
Meeta Shetty
13 Years
16
---
Abhinav Sharma
15 Years
9
---
Abhishek Sonthalia
12 Years
26
---

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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.

Factors to Consider Before Investing in Tata Mutual Fund

Before investing in a Tata mutual fund, you must consider the given factors to ensure higher returns from your investment:

  • Expected returns

    Opting for the mutual fund schemes that have been offering consistent returns over the past years is recommended. You can use the INDmoney Tata Mutual Fund SIP Calculator and Lumpsum Calculator to check if the expected returns align with your investment goals and financial requirements.

  • Your investment goals

    It is important to consider your investment goals since these reflect your purpose of making an investment in any asset. It is always better to opt for a Tata mutual fund scheme that aligns with your investment objectives.

    For example, if you have long-term financial goals and you prefer passive fund management, you can choose Tata S&P BSE Sensex Index Fund. 

  • Expense ratio

    The expense ratio is the annual charge that you must pay to the fund house for managing your funds. This fee covers the charges for management, administration, distribution, etc. The expense ratio of the Tata Mutual Fund starts from 0.2% onwards across various schemes.

  • Risk tolerance

    You must remember that there are always some risks associated with mutual fund investments. Hence, you should analyse your risk appetite before investing in any scheme. It will help you choose the appropriate Tata Equity Fund according to your risk tolerance.

  • Asset Under Management

    Once you know the AUM or the Asset Under Management of Tata AMC, you can get an idea of how much funds the AMC is currently managing. The bigger the AUM is, the more people are investing in it. As of March 2024, the AUM of Tata Mutual Fund is managing Rs. 1,49,504 Crore.

  • Fund managers’ experience

    Before you invest in a Tata mutual fund, know the expertise and experience of the fund managers associated with the investment process. When they are more experienced and skilled, they are more likely to provide better returns. Hence, always check the track record of fund managers of a mutual fund. 

    You can go through the contribution of Amit Somani and the past performances of Tata mutual funds he has managed. He is currently responsible for managing 9 funds of Tata AMC.

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 from the bottom "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 LumpSum. 

  • 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

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

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

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. 

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.

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

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