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.

Top 10 Tata Mutual Fund Schemes –

Fund Name
1Y Returns
Fund Size (in Cr)
Tata Digital India Fund – Direct Growth Equity Very High 0.88 - 5,512
Tata Small Cap Fund – Direct Growth Equity Very High 5.69 3 2,048
Tata India Pharma & Healthcare Fund – Direct Growth Equity Very High -9.12 - 508
Tata Resources & Energy Fund – Direct Growth Equity Very High -4.73 - 219
Tata Ethical Fund – Direct Growth Equity Very High 1.58 - 1,250
Tata Mid Cap Growth Fund – Direct Growth Equity Very High 0.67 3 1,510
Tata FMP – Sr.56 – Scheme F Growth Debt Moderately Low 11.18 - 53
Tata Infrastructure Fund – Direct Growth Equity Very High 9.28 3 820
Tata Young Citizens Fund – Direct Solution Oriented Very High -1.13 - 251
Tata India Consumer Fund – Direct Growth Equity Very High 1.89 2 1,270
Tata Large & Mid Cap Fund – Direct Growth Equity Very High 1.78 3 2,870
Tata Flexi Cap Fund – Direct Growth Equity Very High -0.21 3 2,079
Tata India Tax Savings Fund – Direct Growth Equity Very High 3.86 - 2,905
Tata Balanced Advantage Fund – Direct Growth Hybrid Moderately High 4.46 4 5,045
Tata Equity P/E Fund – Direct Growth Equity Very High 4.61 3 4,847
Tata Index Sensex Fund – Direct Other Very High 1.77 4 138
Tata Index Nifty Fund – Direct Other Very High 1.49 3 265
Tata Hybrid Equity Fund – Direct Growth Hybrid Very High 4.23 2 3,095
Tata Retirement Savings Fund – Moderate-Dir Growth Solution Oriented Very High -1.06 3 1,531
Tata Retirement Savings Fund – Progressiv-Dir Growth Solution Oriented Very High -3.14 3 1,170
Tata Large Cap Fund – Direct Growth Equity Very High 0.43 3 1,163
Tata Equity Saving Fund-Dir (App) Hybrid Moderate 4.11 3 175
Tata Medium Term Fund – Direct Growth Debt Moderate 3.22 2 79
Tata Retirement Savings Fund – Conservat-Dir Growth Solution Oriented Moderately High 0.54 3 182
Tata Dynamic Bond Fund – Direct Growth Debt Moderate 4.98 4 154
Tata Short Term Bond Fund – Direct Growth Debt Moderate 3.11 3 2,387
Tata Income Fund – Direct (Growth) Debt Moderate 1.00 3 50
Tata Treasury Advantage Fund – Direct Growth Debt Moderately Low 3.57 2 2,394
Tata Money Market Fund – Direct Growth Debt Moderate 3.98 5 8,491
Tata Arbitrage Fund – Direct Growth Hybrid Low 4.18 5 9,887
Tata Ultra Short Term Fund – Direct Growth Debt Moderately Low 3.95 4 1,395
Tata Banking & Financial Services Fund – Dir Growth Equity Very High -7.87 4 962
Tata Gilt Securities Fund – Direct Growth Debt Moderately Low 2.20 2 237
Tata Liquid Fund – Direct Growth Debt Moderately Low 3.66 3 12,455
Tata Overnight Fund – Direct Growth Debt Low 3.48 3 3,754
Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60:40 Index Fund-Dir Growth Other Moderate - - 234
Tata Multi Asset Opportunities Fund – Dir Growth Hybrid High 4.59 - 1,358
Tata Nifty India Digital ETF Fund of Fund-Dir Growth Other Very High - - 29
Tata Corporate Bond Fund – Dir Growth Debt Moderately Low - - 278
Tata Dividend Yield Fund – Direct Growth Equity Very High -1.01 - 592
Tata Banking & PSU Debt Fund – Direct Growth Debt Moderate 3.02 2 303
Tata Floating Rate Fund – Direct Growth Debt Moderately Low - - 491
Tata Business Cycle Fund – Direct Growth Equity Very High - - 927
Tata Focused Equity Fund – Direct Growth Equity Very High 2.68 - 1,163
Tata Quant Fund – Direct Growth Equity Very High -10.90 - 44

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.

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 Key Information

(As of 15th July 2021)

Name of the Mutual Fund Tata Mutual Fund
Asset Management Company Name Tata Asset Management Ltd.
Founded on 30th June 1995
Date of Incorporation 15th March 1994
Sponsor Name Tata Sons Ltd.

Tata Investment Corp. Ltd.

Trustee Name Tata Trustee Company Private Limited
Chairman Mr Rajiv Sabharwal
Managing Director & Chief Executive Officer Mr Prathit D Bhobe
Chief Operating Officer Mr Rahul Singh
Auditor Kalyaniwalla & Mistry LLP

Chartered Accountants

2nd floor, Esplanade House,

29, Hazarimal Somani Marg,

Fort, Mumbai – 400 001

Registered Office 1903, B-Wing,
Parinee Crescenzo,
G Block, Bandra-Kurla Complex,
Bandra (East),
Mumbai – 400 051
Tel: +91 22 62827777

How to Invest in TATA Mutual Funds on 5paisa?

You can invest in any TATA Mutual fund schemes via 5paisa App & Website.

You need to have an All-in-one account with 5paisa to start your mutual fund investments. If you do not have one, open an account today! Opening All-in-one account with 5paisa is simple and hassle-free

Below are the steps to invest in TATA Mutual Fundon 5paisa –

Step 1 – Login to 5paisa. If you do not have an account, you can register and create a new one right away.

Step 2 – Once logged in to your account, you can search for the preferred TATA Mutual fund scheme. Alternatively, you can view All Mutual Funds and choose TATA AMC from the filter.

Step 3 – Select the Best fund according to your criteria.

Step 4 – If you wish to invest a lumpsum amount, click on “One-Time”. Alternatively, you can start an SIP by clicking on “Start SIP”.

Step 5 – Once you have made the payment, you will see the investment status in your orderbook.

Your TATA Mutual Fund Online Investment with 5paisa is complete and you can enjoy the returns!

Download 5paisa App and start investing in Mutual Funds easily.

Tata Mutual Fund – Top Fund Managers

Mr 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.

Mr 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.

Mr 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.

Mr 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.