Tata Mutual Fund
- AMC AGE 32 years
- AMC AUM (In Cr) ₹ 2,22,650.32
- Number of Schemes 62
Tata Mutual Fund is a part of the Tata financial services ecosystem, offering mutual-fund products from one of India’s most respected corporate groups. The AMC focuses on value-oriented equity investing, disciplined alternate asset solutions and a strong distribution network. Investors choosing Tata Mutual Fund often value brand reputation, long-term investing and diversified portfolio capabilities.
List of Tata Mutual Funds Schemes
| Fund Name | Fund Size (Cr.) | 3Y Returns | 5Y Returns | |
|---|---|---|---|---|
Tata India Pharma & Healthcare Fund - Direct Growth
|
1,541 | 20.48% | 15.39% | |
Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir Growth
|
1,217 | 18.17% | - | |
Tata Resources & Energy Fund - Direct Growth
|
1,421 | 17.93% | 13.73% | |
Tata Mid Cap Fund - Direct Growth
|
6,056 | 17.58% | 16.61% | |
Tata India Consumer Fund - Direct Growth
|
2,815 | 17.06% | 16.26% | |
Tata Dividend Yield Fund - Direct Growth
|
1,122 | 17.02% | 15.62% | |
Tata Retirement Savings Fund - Progressiv-Dir Growth
|
2,217 | 15.13% | 12.44% | |
Tata Infrastructure Fund - Direct Growth
|
2,072 | 15.08% | 18.18% | |
Tata Multi Asset Allocation Fund - Dir Growth
|
5,234 | 14.92% | 13.79% | |
Tata ELSS Fund - Direct Growth
|
4,664 | 14.79% | 14.34% |
Key Information about Tata Mutual Fund
- Name of the Mutual Fund
- Tata Mutual Fund
- Date of Incorporation
- 15 March 1994
- Setup Date
- 30 June 1995
- Sponsor Name
- Tata Sons Limited & Tata Investment Corp. Ltd.
- Trustee Name
- TATA TRUSTEE COMPANY PRIVATE LIMITED
- Chief Executive Officer
- Mr. Prathit Bhobe
- Compliance Officer
- Mr. Padmanabhan Ramanathan
- Chief Investment Officer
- NA
- Investment Service Officer
- Ms. Kashmira Kalwachwala
- Auditor
- Kalyaniwalla & Mistry LLP, S.R. Batliboi & CO. LLP
- Custodian
- Deutsche Bank; HDFC Bank; Standard Chartered Bank; ICICI Bank; Orbis Financial Corporation Ltd
- Registrars
- CAMS Ltd.
- Address (Head Office)
- 1903, B-Wing, Parinee Crescenzo, G-Block, Bandra Kurla Complex, Bandra East
- Telephone No
- 6657 8282
- Fax No
- 2261 3782
Tata Mutual Fund Managers
Brief Experiance (10 year) From April 2007 to August 2018 with Alchemy Capital Management Pvt Ltd. where he was 'Director & Portfolio Manager' for their omshore long only strategies. Reporting to Chief Investment Officer.
Worked with ING Vysya Life Insurance as Sr. Manager (Investments) for 1 year and 6 months, Edelweiss Securities as Manager (Research and Investments) for 2 years and 7 months, ICICI Lombard General Insurance as Investments Manager for 2 years 10 months.
From 3rd Oct' 23 onwards With Tata Asset Management Private Limited as Assistant Fund Manager & Research Analyst, having responsibilities of tracking automotives and automotive ancillaries & reporting to Chief Investment Officer. From 11th Jan' 22 till 2nd Oct'23 With Tata Asset Management Private Limited as Research Analyst, having responsibilities of tracking automotives and automotive ancillaries & reporting to Chief Investment Officer. From 10th Aug' 17 till 10th Jan' 22 With Quantum Advisors Private Limited as Research Analyst, having responsibilities of tracking automotives and automotive ancillaries & reporting to Chief Investment Officer. From 21st Mar' 12 till 4th Aug' 17 With ICICI Securities as Research Analyst, having responsibilities of tracking automotives and automotive ancillaries, strategy and capital goods and utilities & reporting to Head of Equities.
Prior to joining Tata AMC he was associated with ASK Raymond James (Jun 2005-Jan 2006) as Lead Analyst (Reporting to Head Research), JM Financial AMC (Feb 2006-June 2007) as Senior Analyst (Reporting to CIO), Prime Securities (Aug 2007-Oct 2008) as Head Research (Reporting to President), BRICS Securities (Nov 2008-Apr 2010) as Consumer Vertical (Reporting to Head Equities) and IDBI Capital Market Services Ltd (Jun 2010-March 2014) as Head Research (Reporting to Executive VP).
Prior to joining TATA Mutual Fund she has worked with JM Financial Institutional Securities Ltd as Assistant Vice President Equity Research, CARE Ratings as Deputy Manager and HDFC Securities in Equity research.
From July 2017 till date with Tata Asset Management Ltd as Assistant Fund Manager, reporting to Chief Investment Officer-Equity. Earlier he was Research Analyst, tracking Oil & Gas, Metals & Mining and Chemicals. Reporting to Chief Investment Officer Equities. From May 2012 to July 2017 with HDFC Securities Ltd as Assistant Vice President, tracking Oil & Gas and Chemicals. Reporting to Head of Research. From June 2008 to May 2012 with PINC Research as Research Analyst, tracking Oil & Gas, Fertilisers and Engineering sectors. Reporting to Head of Research.
Prior to joining Quantum AMC he has worked with Tata AMC, Mirae Asset Global Investment India Ltd. and Tata Asset Management Ltd.
He is having 3 years of experience in Derivative Sales. He started his career with Refco - Sify Securities India Ltd.He worked also with Brics Securities Ltd.
Tata Asset Management Private Limited From 19-Dec-2023 onwards Fund Manager for Overseas Investments, reporting to CIO - Equities From 04-Jan-2023 till 18-Dec-2023 Research Analyst, reporting to CIO - Equities Trust Financial Consultancy Services Pvt. Ltd. From 07-Dec-2020 till 03-Jan-2023 Associate Vice President, Equity Advisory, reporting to Chief Executive Officer Avvanti Advisors Pvt. Ltd. From 20-Jul-2020 till 30-Nov-2020 Senior Equity Research Analyst, Investments- Equity, reporting to Partner SHK India Private Limited From 01-Apr-2009 till 31-Mar-2018 Business Head, Reporting to Managing Director
From 01st March, 2025 & onwards With Tata Asset Management Private Limited as Fund Manager & Research Analyst having responsibilities for covering IT, Internet, Telecom, Media & any other sectors as may be assigned from time to time and reporting to Chief Investment Officer - Equities. From Mar, 24 to Feb, 25 With Tata Asset Management Private Limited as Research Analyst having responsibilities for IT, Internet, Telecom & Media sector coverage and reporting to Chief Investment Officer - Equities. From Feb, 19 to Mar, 24 With Star Union Dai-Ichi Life Insurance Ltd as Research Analyst having responsibilities for IT, Consumer and Building Materials sector coverage and reporting to Chief Investment Officer. From Oct, 17 to Jan, 19 With Star Union Dai-Ichi Life Insurance Ltd as Assistant Manager having responsibilities for Investment Back & Mid Office and reporting to Financial Controller.
From 3rd Oct' 23 onwards With Tata Asset Management Private Limited as Assistant Fund Manager & Research Analyst, having responsibilities for Consumer sector coverage & reporting to Chief Investment Officer. From 27th Sept' 21 till 2nd Oct'23 With Tata Asset Management Private Limited as Research Analyst, having responsibilities of Consumer sector coverage & reporting to Chief Investment Officer. From 2nd Nov' 15 till 17th Sept' 21 With Axis Capital as Vice President, having responsibilities of Midcap Coverage Analyst & reporting to Head of Research. From 15th Sept' 14 till 23rd Oct' 15 With Ambit Capital as Research Associate, having responsibilities of Consumer coverage & reporting to Equity Analyst. From 4thJan' 12 till 28th Aug' 14 With Reliance Capital Asset Management as Research Associate, having responsibilities of BFSI coverage & reporting to Assistant Fund Manager.
From Mar 2017 till date with Tata Asset Management Pvt Ltd reporting to Chief Investment Officer - Equities. Earlier she was Research Analyst, tracking Pharma, Technology and Telecom sector. Reporting to the Chief Investment Officer - Equities. From Dec 2014 to Feb 2017 with Kotak Securities, tracking Pharma sector. Reporting to the Head of Research. From Jun 2013 to Nov 2014 with HDFC Securities, as Research Analyst, tracking Pharma sector. Reporting to Head of Research. From Sep 2011 to Jun 2013 with AMSEC (Asian Market Securities) as Research Analyst, tracking Pharma sector. Reporting to Head of Research. From May 2010 to Sep 2011 with Dalal & Broacha Stock Broking as Research Analyst, tracking Pharma sector. Reporting to Head of Research.
From December 2019 onwards with Tata Asset Management Ltd as Principal Officer and Head - PMS Reporting to MD & CEO. From September 2015 to November 2019 with Tamohara Investment Managers as Head of Equity Reporting to CEO & CIO. From Jan 2009 to September 2015 with Barclays Securities India Pvt Ltd. as AVP - Global Investments and Solutions Reporting to Head of Products
From October 2018 to date with Tata Asset Management Ltd. He is Chief Investment Officer-Equities at Tata Asset Management Ltd and reporting to Chief Executive Officer & Managing Director. From July 2015 to October 2018 with Ampersand Capital Investment Advisors LLP as Managing Partner. From August 2010 to March 2015 with Standard Chartered Securities Ltd. as Managing Director Reporting to CEO. From August 2005 to June 2010 with Citigroup Global Markets as Senior Research Analyst Reporting to Head of Research.
Presently working with Tata Asset Management Ltd. since 26th December 2018 as Head Commodity Strategies,Reporting to Chief Investment Officer. From February 2015 to December 2018 with Kotak Commodities Services Pvt. Ltd. as Research Head, Reporting to Chief Executive Officer. From February 2006 to January 2015 with Karvy Comtrade Ltd. as Research Head, Reporting to Business Head & Vice President.
From 11 August 2023 onwards till date with Tata Asset Management Pvt. Ltd. as Fund Manager reporting to Chief Investment Officer. From 27 September 2022 till 10 August 2023 with Tata Asset Management Pvt. Ltd. Reporting to Head - Commodities Strategy, Research. From 02 May 2018 to 23 September 2022 with HDFC Securities Limited as Senior Manager - Research, Reporting to Deputy Head of Research. From 16 January 2017 to 27 April 2018 with LKP Securities Ltd as Associate Vice President - Research, Reporting to CEO. From 29 August 2013 to 13 January 2017 with Kotak Commodity Services Pvt. Ltd. as Manager (Analyst) - Research, Reporting to Head of Research. From 01 January 2008 to 20 August 2013 with Edelweiss Comtrade Ltd, as Associate - Research, Reporting to Head of Research.
From 6thSeptember 2024 onwards With Tata Asset Management Private Limited as Assistant Fund Manager & Research Analyst having responsibilities for Healthcare & Chemicals sector coverage, reporting to Chief Investment Officer - Equities. From October2022 to September 2024 With Incred Asset Management as AVP Investments having responsibilities for Automobile, Healthcare & Diversified sectors reporting to Fund Manager and CEO/CIO. From April 2022 to October 2022 With Kotak Investment Banking as Assistant Vice President-Corporate Advisory having responsibilities for Deal sourcing and reporting to Managing Director-Corporate Advisory Group. From November202 0 to April202 2 With Incred Asset Management as AVP Investments having responsibilities as Healthcare Analyst reporting to Fund Manager. From September20 19 to November 2020 With Emkay Global as Research Associate having responsibilities for coverage of healthcare sector stocks reporting to Lead Analyst. From June 2019 to September 2019 With Evalueserve (Client - Deutsche Securities) as Research Lead having responsibilities for coverage of healthcare/pharma stocks reporting to Lead Analyst. From May 2016 to June20 19 With Motilal Oswal Financial Services as Assistant manager - Research having responsibilities for coverage of healthcare/pharma stocks reporting to Lead Analyst. o
From June 2021-till date with Tata Asset Management Pvt Ltd as Dealer - currently reporting to Chief Investment Officer - Equities. From September 2006 to May 2021 with Tata Asset Management Pvt Ltd as Senior Manager -Investments. Reports to Chief Investment Officer -Equities.
From June, 2023 onwards With Tata Asset Management Private Limited for dealing function as a Senior Manager Investment, Reports to Chief Investment Officer - Equities From Aug 2021 till May 2023 With ICICI Securities Ltd for derivative dealing function including trade execution & sending confirmation to clients, as a Senior Associate, From Apr 2021 till Aug 2021 With JM Financial for derivative dealing function including trade execution & sending confirmation to clients, as a Senior Manager, From March 2020 till Apr 2021 With Edelweiss Securities Ltd for derivative dealing function including trade execution & sending confirmation to clients, as an Associate Sales Trader, From May 2006 till March 2020 With IDFC Securities Ltd for derivative dealing function including trade execution & sending confirmation to clients, as a Senior Manager. o
Prior to joining Tata Mutual Fund, he was associated with Canara Robeco Asset Management Co. Ltd. as Senior Fund Manager-Fixed Income. His previous assignments include Treasury Management at Edelweiss Securities Limited and Rallis India Limited.
Sep 2012 - till date with Tata Asset Management Ltd. as a Fund Manager reporting to Head-Fixed Income. Jun 2010 - Aug 2012 with Tata Asset Management Ltd. as a Credit Analyst reporting to Head of Fixed Income. September 2006 - April 2010 with Fidelity Investments as Research Associate. July 2004 to August 2006 with Netscribes Pvt. Ltd as Research analyst. Jun 2003 to July 2004 with SPA Capital as debt market dealer. February 2001 to May 2003 with Khandwala Securities as debt market dealer.
Overall 11 years of experience in the field of macro-economics and credit research and analysis. From Dec 2013 till date with Tata Asset Management Ltd as Credit Analyst/AVP Credit tracking all leading sectors and macro-economics research. Reporting to the Head Fixed Income/Chief Investment Officer. From June 2011 to Nov 2013 with CRISIL Ltd, tracking financial sector and carrying out credit rating analysis for companies in the financial sector. Reporting to the Associate Director. From July 2009 to May 2011 with CRISIL Ltd, in the credit ratings business as an intern/trainee. From September 2007 to July 2008 with TCS as Associate, working on a consulting project for a UK based Chartered Accountancy firm.
From 1st August, 2024 onwards With Tata Asset Management Private Limited as Junior Fund Manager, reporting to Head Fixed Income. From April 2022 to June 2024 With ICICI Bank Ltd. as Fixed Income Trader.
How to Invest in Tata Mutual Fund?
Investing in Tata Mutual Fund via 5paisa is straightforward and digital.
Step 1: Register/login on 5paisa.
Step 2: Complete KYC with identity and address proofs.
Step 3: Decide your investment horizon and risk profile.
Step 4:Browse Tata Mutual Fund schemes via 5paisa, choose one aligned with your goal.
Step 5: Choose between SIP or lump sum and submit your order.
Step 6: Your investment will show up in your portfolio; you can track and manage via 5paisa.
How to Invest in Tata Mutual Fund ?
Investing in Tata Mutual Fund via 5paisa is straightforward and digital.
Step 1: Register/login on 5paisa.
Step 2: Complete KYC with identity and address proofs.
Step 3: Decide your investment horizon and risk profile.
Step 4:Browse Tata Mutual Fund schemes via 5paisa, choose one aligned with your goal.
Step 5: Choose between SIP or lump sum and submit your order.
Step 6: Your investment will show up in your portfolio; you can track and manage via 5paisa.
Top 10 Tata Mutual Fund to Invest
- Tata India Pharma & Healthcare Fund - Direct Growth is an Sectoral / Thematic scheme that was launched on 04-12-2015 and is currently under the management of our experienced fund manager Rajat Srivastava. With an impressive
AUM of ₹1,541 Crores, this scheme's latest NAV is ₹39.7848 as of 8/13/2026 12:00:00 AM.
Tata India Pharma & Healthcare Fund - Direct Growth scheme has delivered a return performance of 11.84% in the last 1 year, 20.48% in the last 3 years, and an 13.91 since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Sectoral / Thematic.
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 1,541
- 3Y Return
- 20.48%
- Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir Growth is an Index scheme that was launched on 04-10-2022 and is currently under the management of our experienced fund manager Nitin Sharma. With an impressive
AUM of ₹1,217 Crores, this scheme's latest NAV is ₹18.9548 as of 8/13/2026 12:00:00 AM.
Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir Growth scheme has delivered a return performance of 7.47% in the last 1 year, 18.17% in the last 3 years, and an 18.39 since its launch. With a minimum SIP investment of just ₹150, this scheme offers a great investment opportunity for those looking to invest in Index Fund.
- Min SIP Investment Amt
- ₹ 150
- AUM (Cr.)
- ₹ 1,217
- 3Y Return
- 18.17%
- Tata Resources & Energy Fund - Direct Growth is an Sectoral / Thematic scheme that was launched on 04-12-2015 and is currently under the management of our experienced fund manager Satish Chandra Mishra. With an impressive
AUM of ₹1,421 Crores, this scheme's latest NAV is ₹58.9934 as of 8/13/2026 12:00:00 AM.
Tata Resources & Energy Fund - Direct Growth scheme has delivered a return performance of 12.08% in the last 1 year, 17.93% in the last 3 years, and an 18.19 since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Sectoral / Thematic.
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 1,421
- 3Y Return
- 17.93%
- Tata Mid Cap Fund - Direct Growth is an Mid Cap scheme that was launched on 01-01-2013 and is currently under the management of our experienced fund manager Satish Chandra Mishra. With an impressive
AUM of ₹6,056 Crores, this scheme's latest NAV is ₹541.9333 as of 8/13/2026 12:00:00 AM.
Tata Mid Cap Fund - Direct Growth scheme has delivered a return performance of 12.80% in the last 1 year, 17.58% in the last 3 years, and an 19.19 since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Mid Cap Fund.
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 6,056
- 3Y Return
- 17.58%
- Tata India Consumer Fund - Direct Growth is an Sectoral / Thematic scheme that was launched on 04-12-2015 and is currently under the management of our experienced fund manager Sonam Udasi. With an impressive
AUM of ₹2,815 Crores, this scheme's latest NAV is ₹56.7325 as of 8/13/2026 12:00:00 AM.
Tata India Consumer Fund - Direct Growth scheme has delivered a return performance of 11.07% in the last 1 year, 17.06% in the last 3 years, and an 17.71 since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Sectoral / Thematic.
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 2,815
- 3Y Return
- 17.06%
- Tata Dividend Yield Fund - Direct Growth is an Dividend Yield scheme that was launched on 03-05-2021 and is currently under the management of our experienced fund manager Sailesh Jain. With an impressive
AUM of ₹1,122 Crores, this scheme's latest NAV is ₹22.0425 as of 8/13/2026 12:00:00 AM.
Tata Dividend Yield Fund - Direct Growth scheme has delivered a return performance of 17.46% in the last 1 year, 17.02% in the last 3 years, and an 16.30 since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Dividend Yield Fund.
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 1,122
- 3Y Return
- 17.02%
- Tata Retirement Savings Fund - Progressiv-Dir Growth is an Retirement scheme that was launched on 01-01-2013 and is currently under the management of our experienced fund manager Murthy Nagarajan. With an impressive
AUM of ₹2,217 Crores, this scheme's latest NAV is ₹86.5166 as of 8/13/2026 12:00:00 AM.
Tata Retirement Savings Fund - Progressiv-Dir Growth scheme has delivered a return performance of 10.49% in the last 1 year, 15.13% in the last 3 years, and an 15.36 since its launch. With a minimum SIP investment of just ₹150, this scheme offers a great investment opportunity for those looking to invest in Retirement Fund.
- Min SIP Investment Amt
- ₹ 150
- AUM (Cr.)
- ₹ 2,217
- 3Y Return
- 15.13%
- Tata Infrastructure Fund - Direct Growth is an Sectoral / Thematic scheme that was launched on 01-01-2013 and is currently under the management of our experienced fund manager Abhinav Sharma. With an impressive
AUM of ₹2,072 Crores, this scheme's latest NAV is ₹200.1478 as of 8/13/2026 12:00:00 AM.
Tata Infrastructure Fund - Direct Growth scheme has delivered a return performance of 9.44% in the last 1 year, 15.08% in the last 3 years, and an 14.94 since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Sectoral / Thematic.
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 2,072
- 3Y Return
- 15.08%
- Tata Multi Asset Allocation Fund - Dir Growth is an Multi Asset Allocation scheme that was launched on 14-02-2020 and is currently under the management of our experienced fund manager RahulSingh. With an impressive
AUM of ₹5,234 Crores, this scheme's latest NAV is ₹28.6741 as of 8/12/2026 12:00:00 AM.
Tata Multi Asset Allocation Fund - Dir Growth scheme has delivered a return performance of 12.16% in the last 1 year, 14.92% in the last 3 years, and an 17.76 since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Multi Asset Allocation.
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 5,234
- 3Y Return
- 14.92%
- Tata ELSS Fund - Direct Growth is an ELSS scheme that was launched on 13-10-2014 and is currently under the management of our experienced fund manager Sailesh Jain. With an impressive
AUM of ₹4,664 Crores, this scheme's latest NAV is ₹55.4938 as of 8/13/2026 12:00:00 AM.
Tata ELSS Fund - Direct Growth scheme has delivered a return performance of 12.30% in the last 1 year, 14.79% in the last 3 years, and an 15.60 since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in ELSS.
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 4,664
- 3Y Return
- 14.79%
Closed NFO
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08 Dec 2025
Launch Date
23 Dec 2025
Closed Date
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12 Sep 2025
Launch Date
26 Sep 2025
Closed Date
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17 Mar 2025
Launch Date
28 Mar 2025
Closed Date
Other Calculators
Frequently Asked Questions
Log in to 5paisa, search “Tata Mutual Fund”, select your scheme, and invest via SIP or lump sum.
Use 5paisa’s comparison filters to identify a Tata Mutual Fund scheme suitable for your SIP goal.
Schemes offered by Tata Mutual Funds have their own respective expense ratios that are available for you to check on the individual mutual fund of your choice in the table above.
Yes-SIP modifications, pauses and cancellations are allowed via your 5paisa dashboard.
Verified 5paisa account, completed KYC, PAN, bank account details and address proof.
It is fairly simple to increase your SIP amount in Tata Mutual Fund with 5paisa app. All you need to do is open up your running SIP on the 5paisa trading app and adjust the SIP amount or add another SIP in another scheme that is aligned with your plan.