Tata Mutual Fund

Tata Mutual Fund

Established in 1994, Tata Asset Management Limited is a part of the Tata Group, one of the biggest industrial groups in India, reputed and trusted in the Indian and the global market. It has a track record of over two decades in investment management and manages investments of Tata Mutual Fund. Tata Asset Management Ltd has its mutual fund offerings spread across debt, equity, hybrid, and more, enabling investors to find the right choice matching their financial goals, life stage, and risk profile. It also offers portfolio management services and advisory services for Indian and overseas investors.

Best Tata Mutual Fund

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Tata Sons holds 67.91 per cent shares, while Tata Investment Corporation Limited holds the remaining shares. As of March 2021, Tata Asset Management Ltd. offers more than 200 schemes and assets under management worth over 62,000 crores. View More

With an extensive 27-year track record in capital markets, Tata Asset Management continues to grow from strength to strength, with growth in AUM thus far being entirely a result of organic word of mouth marketing, exceptional execution, and results.

The company currently offers a wide range of investment solutions for financial planning and wealth creation across the risk-return continuum. The company’s offerings are suitable for investors at different life stages, financial goals, and risk profiles, making it one of India’s leading broad-spectrum asset management companies. The tech-enabled platform makes it all the simpler to buy Tata Mutual Funds online.

The company also offers tailored portfolio management services for high net worth individuals, along with advisory services for NRIs and offshore investors and funds looking to enter Indian equity markets, making it effectively a full-service asset management company.

With a reputation for robust risk management frameworks and procedures, coupled with substantial intellectual capital, Tata Asset Management is widely respected among capital market participants across the country and the world. Its philosophy centred around long-term, consistent, risk-adjusted returns and execution in-line with the same.

The Tata Asset Management Company and its funds have been recipients of various honours and recognitions in recent years. Its balanced fund ranked best in its category by Business Today-Money Today Financial Awards, and the Tata P/E fund was awarded the Best Value / Contra fund by CNBC TV18, among others.

All in all, this is one of the safest, most reputed, and robust asset management companies to park your hard-earned funds with the company’s adherence to risk management, ethics, and procedural integrity second-to-none, few other players in the market offer similar products and solutions. The buying and transaction of Tata Mutual Funds online in India is known for its simplicity and transparency, a big appeal to beginner investors.

Tata Mutual Fund Managers

Sonam Udasi

Boasting combined expertise of over 24 years in equity research, Sonam Udasi has served Tata Asset Management as a senior fund manager since 2016. He had joined back in 2014 as Head Research. Before joining Tata, he served IDBI Capital Market Services as the Research Head for four years. He presently manages assets over INR 12,800 crores across schemes like Tata Retirement Savings Fund, Tata India Consumer Fund, etc.

Akhil Mittal

Mr Akhil Mittal has been serving Tata Asset Management as a senior fund manager since 2014. He currently manages assets over INR 4000 crores invested across debt funds like short and long-duration funds, ultra-short funds, and fixed income allocation hybrid funds. He holds an MBA degree from the University Business School and has worked for Canara Robeco Mutual Fund as a fund manager in the past.

Sailesh Jain

Mr Sailesh Jain joined Tata Asset Management Ltd. in 2018 and has been managing assets worth over INR 1800 crore invested across 15 schemes like Tata Equity Savings Fund, Tata Digital India Fund, etc. He has a total experience of more than 18 years in broking and fund management. He has also worked at IIFL as the head of the derivatives and Lotus India Mutual Fund as fund manager of derivatives.

Amey Sathe

With more than 15 years of experience in the industry, Mr Amey Sathe serves Tata Asset Management as Senior Research Analyst & Fund Manager. He had joined the company in May 2015 as a research analyst. Before joining Tata, he worked in equity research with JM Financial Institutional Securities and HDFC Securities. He presently manages assets worth over INR 6000 crores across several schemes.

Rahul Singh

At Tata Mutual Fund, Mr Singh serves as the Chief Investment Officer for Equities. He has been investing for more than 23 years. Mr Singh previously worked for Citigroup Global Markets India and Ampersand Capital Investment Advisors LLP.

Chandraprakash Padiyar

At Tata Mutual Fund, Mr Padiyar is the Senior Fund Manager for Equities (Tata AMC). He has managed funds and conducted research for more than 18 years. He previously held positions with UTI Mutual Fund and Alchemy Capital Management Pvt. Limited before joining Tata AMC.

Ennette Fernandes

Assistant Fund Manager Ms Fernandes joined Tata Mutual Fund in 2014. She has worked in the mutual fund sector for more than nine years. She oversees several funds, including the Ethical Fund, Tata Tax Savings Fund, and Tata Retirement Savings Fund.

Meeta Shetty

From the CFA Institute USA, Ms Shetty holds a CFA charter. She also has a bachelor’s degree in economics. Both the Tata Large and Mid Cap Fund and the Tata Digital India Fund are managed by her. She currently works for Tata Mutual Fund as an assistant fund manager.

Abhinav Sharma

Mr Sharma is an IIT-Roorkee alumnus who holds a PDGM degree from IIM Lucknow. In the financial industry, he has worked for more than 12 years.

Satish Chandra Mishra

Mr Mishra, who has more than 13 years of experience in the sector, joined Tata MF in 2017. He has held positions with PINC Research, Indian Farmers Fertilizer Cooperative Ltd., and HDFC Securities Ltd.

Aurobinda Prasad Gayan

At Tata MF, Mr Gayan oversees the company’s commodity strategy. He has 15 years of experience in currency, commodity, and financial research. In addition, he won a gold medal for his work with Karvy Comtrade Ltd. in Operations Research.

Tejas Gutka

Mr Vikram Gutka has more than 14 years of experience in the equity and fixed income markets. Both a Master of Management Studies (Finance) and a Bachelor of Science in Mathematics are held by Mr Gutka.

Venkar Samala

Mr Samala joined Tata Asset Management Ltd in 2019 as a Management Trainee. He is currently the fund manager for overseas investments of the following funds: Tata Digital India Fund, Tata Large Cap Fund, and Tata Focused Equity Fund. He holds an MBA degree from IIM Bangalore.

Murthy Nagarajan

As a Management Trainee, Mr Samala joined Tata Asset Management Ltd in 2019. He oversees the Tata Digital India Fund, Tata Large Cap Fund, and Tata Focused Equity Fund’s international investments. Mr Murthy also possesses an MBA from IIM Bangalore.

Amit Somani

Senior Fund Manager since 2012, Mr Somani, is a member of Tata AMC. His experience in the international and Indian financial markets spans more than 17 years. B. Com., PGDBM, and CFA Charterholder, Mr Somani. He had previously worked for Netscribes Pvt. Ltd. and Fidelity Investments.

 

Abhishek Sonthalia

Mr Sonthalia completed a management program at NITIE in Mumbai and holds a CFA charter from the CFA Institute in the United States. He oversees the Tata Treasury Advantage Fund, Tata Liquid Fund, and Tata Short Term Bond Fund (short-duration fund).

How to Invest in Tata Mutual Fund?

If you want to invest in Tata Mutual Fund, the process is extremely simple on the 5Paisa platform. 5Paisa is one of the country’s largest investing platforms, and you can easily add Tata Mutual Fund and other mutual funds to your portfolio. The steps to invest in Tata Mutual Fund online is as follows: View More

Step 1: Log in to your 5Paisa Account. If you do not have one, click the link to register and create a new 5Paisa account in 3 easy steps. Alternatively, you can download the 5Paisa app on your smartphone for Android or IOS and log in from your device.

Step 2: Search for the Tata Mutual FundMutual FundMutual Fund scheme that you want to invest in

Step 3: Select the option that is apt for your requirement and risk appetite

Step 4: Select the investment type – SIP (Systematic Investment Plan) or Lumpsum

Step 5: Input the amount that you’d like to invest and proceed with payment by clicking on the ‘Invest Now’ button

That’s it! This sums up the investment process. Once your payment is successful, you can see the Tata Mutual FundMutual FundMutual Fund reflected in your 5Paisa account in 3-4 working days. If you have selected the SIP option, the chosen amount will get deducted every month starting from the date you have made the payment.

Top 10 Tata Mutual Fund to Invest

  • Fund Name
  • Min SIP Investment Amt
  • AUM (Cr.)
  • 3Y Return

Tata Small Cap Fund – Direct Growth is an Small Cap scheme that was launched on 12-11-18 and is currently under the management of our experienced fund manager Chandraprakash Padiyar. With an impressive AUM of ₹6,236 Crores, this scheme's latest NAV is ₹37.6814 as of 12-04-24.

Tata Small Cap Fund – Direct Growth scheme has delivered a return performance of 47.1% in the last 1 year, 32.2% in the last 3 years, and an 27.8% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Small Cap funds.

  • Min SIP Investment Amt
  • ₹5,000
  • AUM (Cr.)
  • ₹6,236
  • 3Y Return
  • 47.1%

Tata Digital India Fund – Direct Growth is an Sectoral / Thematic scheme that was launched on 28-12-15 and is currently under the management of our experienced fund manager Meeta Shetty. With an impressive AUM of ₹9,710 Crores, this scheme's latest NAV is ₹49.0585 as of 12-04-24.

Tata Digital India Fund – Direct Growth scheme has delivered a return performance of 37.9% in the last 1 year, 17.9% in the last 3 years, and an 21.3% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Sectoral / Thematic funds.

  • Min SIP Investment Amt
  • ₹5,000
  • AUM (Cr.)
  • ₹9,710
  • 3Y Return
  • 37.9%

Tata Resources & Energy Fund – Direct Growth is an Sectoral / Thematic scheme that was launched on 28-12-15 and is currently under the management of our experienced fund manager Satish Chandra Mishra. With an impressive AUM of ₹520 Crores, this scheme's latest NAV is ₹46.695 as of 12-04-24.

Tata Resources & Energy Fund – Direct Growth scheme has delivered a return performance of 47.6% in the last 1 year, 22% in the last 3 years, and an 20.5% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Sectoral / Thematic funds.

  • Min SIP Investment Amt
  • ₹5,000
  • AUM (Cr.)
  • ₹520
  • 3Y Return
  • 47.6%

Tata India Pharma & Healthcare Fund – Direct Growth is an Sectoral / Thematic scheme that was launched on 28-12-15 and is currently under the management of our experienced fund manager Meeta Shetty. With an impressive AUM of ₹878 Crores, this scheme's latest NAV is ₹28.5877 as of 12-04-24.

Tata India Pharma & Healthcare Fund – Direct Growth scheme has delivered a return performance of 59.6% in the last 1 year, 19.6% in the last 3 years, and an 13.7% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Sectoral / Thematic funds.

  • Min SIP Investment Amt
  • ₹5,000
  • AUM (Cr.)
  • ₹878
  • 3Y Return
  • 59.6%

Tata Ethical Fund – Direct Growth is an Sectoral / Thematic scheme that was launched on 02-01-13 and is currently under the management of our experienced fund manager Abhinav Sharma. With an impressive AUM of ₹2,370 Crores, this scheme's latest NAV is ₹408.0728 as of 12-04-24.

Tata Ethical Fund – Direct Growth scheme has delivered a return performance of 34.1% in the last 1 year, 18% in the last 3 years, and an 16.4% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Sectoral / Thematic funds.

  • Min SIP Investment Amt
  • ₹5,000
  • AUM (Cr.)
  • ₹2,370
  • 3Y Return
  • 34.1%

Tata Infrastructure Fund – Direct Growth is an Sectoral / Thematic scheme that was launched on 02-01-13 and is currently under the management of our experienced fund manager Abhinav Sharma. With an impressive AUM of ₹1,885 Crores, this scheme's latest NAV is ₹185.19 as of 12-04-24.

Tata Infrastructure Fund – Direct Growth scheme has delivered a return performance of 70.5% in the last 1 year, 34.7% in the last 3 years, and an 17.6% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Sectoral / Thematic funds.

  • Min SIP Investment Amt
  • ₹5,000
  • AUM (Cr.)
  • ₹1,885
  • 3Y Return
  • 70.5%

Tata India Consumer Fund – Direct Growth is an Sectoral / Thematic scheme that was launched on 28-12-15 and is currently under the management of our experienced fund manager Sonam Udasi. With an impressive AUM of ₹1,895 Crores, this scheme's latest NAV is ₹42.699 as of 12-04-24.

Tata India Consumer Fund – Direct Growth scheme has delivered a return performance of 47.2% in the last 1 year, 21.6% in the last 3 years, and an 19.3% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Sectoral / Thematic funds.

  • Min SIP Investment Amt
  • ₹5,000
  • AUM (Cr.)
  • ₹1,895
  • 3Y Return
  • 47.2%

Tata Large & Mid Cap Fund – Direct Growth is an Large & Mid Cap scheme that was launched on 02-01-13 and is currently under the management of our experienced fund manager Chandraprakash Padiyar. With an impressive AUM of ₹6,821 Crores, this scheme's latest NAV is ₹533.3782 as of 12-04-24.

Tata Large & Mid Cap Fund – Direct Growth scheme has delivered a return performance of 37.8% in the last 1 year, 20.8% in the last 3 years, and an 17.3% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Large & Mid Cap funds.

  • Min SIP Investment Amt
  • ₹5,000
  • AUM (Cr.)
  • ₹6,821
  • 3Y Return
  • 37.8%

Tata Mid Cap Growth Fund – Direct Growth is an Mid Cap scheme that was launched on 02-01-13 and is currently under the management of our experienced fund manager Satish Chandra Mishra. With an impressive AUM of ₹3,348 Crores, this scheme's latest NAV is ₹425.9117 as of 12-04-24.

Tata Mid Cap Growth Fund – Direct Growth scheme has delivered a return performance of 58.9% in the last 1 year, 25.5% in the last 3 years, and an 21.1% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Mid Cap funds.

  • Min SIP Investment Amt
  • ₹5,000
  • AUM (Cr.)
  • ₹3,348
  • 3Y Return
  • 58.9%

Tata Mid Cap Growth Fund – Direct Growth is an Mid Cap scheme that was launched on 02-01-13 and is currently under the management of our experienced fund manager Satish Chandra Mishra. With an impressive AUM of ₹3,348 Crores, this scheme's latest NAV is ₹425.9117 as of 12-04-24.

Tata Mid Cap Growth Fund – Direct Growth scheme has delivered a return performance of 58.9% in the last 1 year, 25.5% in the last 3 years, and an 21.1% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Mid Cap funds.

  • Min SIP Investment Amt
  • ₹5,000
  • AUM (Cr.)
  • ₹3,348
  • 3Y Return
  • 58.9%

Current NFO

Closed NFO

Frequently Asked Questions

How much should I invest in Tata Mutual Fund SIP?

Your mutual fund investments should equal 20% of your monthly salary. If you can reduce your spending on wants, you can use the extra money to increase your mutual fund investment.

Can you increase the SIP amount for a Tata Mutual Fund?

SIP Top-up is a feature that allows investors who have signed up for SIP to choose to increase the SIP Installment amount by a fixed amount at predetermined intervals. As a result, this facility increases the investor’s ability to make larger investments over the course of the SIP.

Do I need a DEMAT account for investing in Tata Mutual FundMutual Fund with 5Paisa?

You do not need to open a DEMAT account to buy Mutual Funds. Using 5Paisa’s Apps – Invest App & 5paisa Mobile Trading App – makes it simple to invest in mutual funds. You download the 5paisa Invest App to open an MF account.

How many investment options does Tata Mutual Fund AMC offer?

With an AUM of INR 477,806 crores, ICICI Mutual Fund offers 283 schemes across different categories, including 38 equity, 40 debt, and 12 hybrid mutual funds.

What is Online Transact?

Tata Mutual Fund provides Transact Online service to its investor. It is available at www.tatamutualfund.com, and Tata Mutual Fund investors can purchase, redeem, or switch units of Tata Mutual Fund schemes online. They can also access their Account Details, Transaction Details, and Account Statement online.

What is the minimum amount to start a Tata Mutual FundMutual Fundmutual fund SIP online?

The option determines the minimum amount for each Tata Mutual Fund. However, the minimum amount for a Tata Mutual Fund SIP is INR 100.

What are the additional benefits of investing in the Tata Mutual Fund with 5Paisa?

You can invest in Tata Mutual Fund and other investment options with 5Paisa for ZERO commission. The company’s advantages are professional management, a simple SIP or lump sum investment process, liquidity transparency, and the ability to choose from various options.

Can you stop a Tata Mutual fund online?

Yes, you must complete the form after downloading it, sign it by the holding method, and mail it to the nearest TMF branch or registrar service centre 15 days before the subsequent SIP date.

Which is the best Tata Mutual fund to invest in?

Tata small cap fund, Tata Digital India Fund, Tata Resources & Energy Fund, Tata India Pharma & Healthcare Fund, Tata Ethical Fund, Tata Infrastructural Fund, Tata India Consumer Fund, Tata Large & Mid Cap Fund, Tata Mid Cap Growth Fund and Tata Young Citizens Fund are currently some of the best Tata Mutual Funds.

How to use the Tata Mutual Fund Transact online facility?

The transact online facility has three offers: Transact with a pin, Pan card or Username. For the first option, the investor must use their PIN number. The second option must have a folio where all their KYC has complied, and the third option allows the investor access by generating a user name and password.

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