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
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
Top 10 Tata Mutual Fund to Invest
- Fund Name
- Min SIP Investment Amt
- AUM (Cr.)
- 3Y Return
Tata Small Cap Fund 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 ₹3,841 Crores, this scheme's latest NAV is ₹28.5805 as of 06-06-23.
Tata Small Cap Fund scheme has delivered a return performance of 29.7% in the last 1 year, 44% in the last 3 years, and an 25.7% 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 Small Cap funds.
- Min SIP Investment Amt
- ₹5,000
- AUM (Cr.)
- ₹3,841
- 3Y Return
- 29.7%
Tata Digital India Fund 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 ₹6,764 Crores, this scheme's latest NAV is ₹36.6397 as of 06-06-23.
Tata Digital India Fund scheme has delivered a return performance of 3.5% in the last 1 year, 35.1% 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.)
- ₹6,764
- 3Y Return
- 3.5%
Tata Resources & Energy Fund 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 ₹256 Crores, this scheme's latest NAV is ₹33.8929 as of 06-06-23.
Tata Resources & Energy Fund scheme has delivered a return performance of 11.8% in the last 1 year, 28.5% 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.)
- ₹256
- 3Y Return
- 11.8%
Tata India Pharma & Healthcare Fund 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 ₹512 Crores, this scheme's latest NAV is ₹19.5574 as of 06-06-23.
Tata India Pharma & Healthcare Fund scheme has delivered a return performance of 12% in the last 1 year, 16.6% in the last 3 years, and an 9.3% 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.)
- ₹512
- 3Y Return
- 12%
Tata Ethical Fund 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 ₹1,570 Crores, this scheme's latest NAV is ₹330.6292 as of 06-06-23.
Tata Ethical Fund scheme has delivered a return performance of 14% in the last 1 year, 26.9% in the last 3 years, and an 15.5% 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.)
- ₹1,570
- 3Y Return
- 14%
Tata Infrastructure Fund 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 ₹1,008 Crores, this scheme's latest NAV is ₹119.625 as of 06-06-23.
Tata Infrastructure Fund scheme has delivered a return performance of 26.3% in the last 1 year, 36.3% in the last 3 years, and an 14.1% 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 Sectoral / Thematic funds.
- Min SIP Investment Amt
- ₹5,000
- AUM (Cr.)
- ₹1,008
- 3Y Return
- 26.3%
Tata India Consumer Fund 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 ₹1,402 Crores, this scheme's latest NAV is ₹33.1588 as of 06-06-23.
Tata India Consumer Fund scheme has delivered a return performance of 22.7% in the last 1 year, 24.1% in the last 3 years, and an 17.5% 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.)
- ₹1,402
- 3Y Return
- 22.7%
Tata Large & Mid Cap Fund 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 ₹4,043 Crores, this scheme's latest NAV is ₹423.5766 as of 06-06-23.
Tata Large & Mid Cap Fund scheme has delivered a return performance of 24% in the last 1 year, 27.3% in the last 3 years, and an 16.1% 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 Large & Mid Cap funds.
- Min SIP Investment Amt
- ₹5,000
- AUM (Cr.)
- ₹4,043
- 3Y Return
- 24%
Tata Mid Cap Growth Fund 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 ₹1,882 Crores, this scheme's latest NAV is ₹299.2775 as of 06-06-23.
Tata Mid Cap Growth Fund scheme has delivered a return performance of 21.3% in the last 1 year, 30.1% in the last 3 years, and an 18.8% 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 Mid Cap funds.
- Min SIP Investment Amt
- ₹5,000
- AUM (Cr.)
- ₹1,882
- 3Y Return
- 21.3%
Tata Mid Cap Growth Fund 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 ₹1,882 Crores, this scheme's latest NAV is ₹299.2775 as of 06-06-23.
Tata Mid Cap Growth Fund scheme has delivered a return performance of 21.3% in the last 1 year, 30.1% in the last 3 years, and an 18.8% 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 Mid Cap funds.
- Min SIP Investment Amt
- ₹5,000
- AUM (Cr.)
- ₹1,882
- 3Y Return
- 21.3%
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.