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 Funds

- Sort by - Name (Asc.) Name (Desc.) Category (Asc.) Category (Desc.) Rating (Asc.) Rating (Desc.) Fund (Asc.) Fund (Desc.) 1Y Returns (Asc.) 1Y Returns (Desc.) 3Y Returns (Asc.) 3Y Returns (Desc.) 5Y Returns (Asc.) 5Y Returns (Desc.)

Fund Name ⯅ ⯆	Category ⯅ ⯆	Rating ⯅ ⯆	Fund Size (in Cr) ⯅ ⯆	1Y Returns ⯅ ⯆	3Y Returns ⯅ ⯆	5Y Returns ⯅ ⯆
Tata Small Cap Fund	Equity	3	3,117	9.4	29.1	-
Tata Digital India Fund	Equity	-	6,463	-8.8	28.5	22.4
Tata Resources & Energy Fund	Equity	-	257	-0.4	23.2	13.0
Tata India Pharma & Healthcare Fund	Equity	-	515	0.2	20.7	14.3
Tata Infrastructure Fund	Equity	4	953	5.1	19.6	9.2
Tata Ethical Fund	Equity	-	1,461	-0.2	18.5	11.5
Tata Mid Cap Growth Fund	Equity	3	1,778	0.9	17.2	10.8
Tata Young Citizens Fund	Solution Oriented	-	270	2.9	16.7	9.5
Tata Focused Equity Fund	Equity	3	1,289	3.1	16.2	-
Tata Large & Mid Cap Fund	Equity	4	3,705	8.8	16.1	11.7
Tata India Tax Savings Fund	Equity	-	3,192	4.0	15.2	10.4
Tata Equity P/E Fund	Equity	2	5,323	5.7	14.8	8.5
Tata FMP – Sr.56	Debt	-	53	11.1	14.4	14.0
Tata Income Fund	Debt	3	52	4.9	14.3	11.6
Tata Medium Term Fund	Debt	4	76	4.9	14.3	11.6
Tata Dynamic Bond Fund	Debt	5	144	4.9	14.3	11.6
Tata India Consumer Fund	Equity	2	1,394	4.0	14.2	9.2
Tata Nifty 50 Index Fund	Other	3	347	4.0	14.1	10.7
Tata Large Cap Fund	Equity	2	1,410	1.9	13.8	9.4
Tata S&P BSE Sensex Index Fund	Other	4	172	4.6	13.7	11.3
Tata Hybrid Equity Fund	Hybrid	3	3,315	5.5	13.6	9.1
Tata Balanced Advantage Fund	Hybrid	4	6,365	6.5	13.2	-
Tata Flexi Cap Fund	Equity	3	2,208	-2.2	11.3	-
Tata Banking & Financial Services Fund	Equity	4	1,305	8.8	10.6	11.0
Tata Retirement Savings Fund	Solution Oriented	3	1,616	-0.0	10.4	7.9
Tata Retirement Savings Fund	Solution Oriented	3	1,299	-1.4	10.1	7.7
Tata Equity Saving Fund	Hybrid	2	146	4.1	8.4	7.5
Tata Retirement Savings Fund	Solution Oriented	3	170	1.7	6.9	6.5
Tata Banking & PSU Debt Fund	Debt	3	274	3.7	5.9	-
Tata Short Term Bond Fund	Debt	3	2,291	4.1	5.8	5.7
Tata Treasury Advantage Fund	Debt	3	2,701	4.5	5.2	5.1
Tata Money Market Fund	Debt	5	8,617	5.2	5.2	4.7
Tata Arbitrage Fund	Hybrid	5	5,629	5.1	5.0	-
Tata Gilt Securities Fund	Debt	2	251	4.4	5.0	6.4
Tata Ultra Short Term Fund	Debt	4	1,484	5.1	4.8	-
Tata Liquid Fund	Debt	3	12,678	5.1	4.2	5.3
Tata Overnight Fund	Debt	3	3,161	4.8	3.8	-
Tata Quant Fund	Equity	-	41	2.4	2.5	-
Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60:40 Index Fund	Other	-	408	-	-	-
Tata Multi Asset Opportunities Fund	Hybrid	-	1,493	7.3	-	-
Tata Nifty India Digital ETF Fund	Other	-	31	-	-	-
Tata Corporate Bond Fund	Debt	-	426	3.4	-	-
Tata Housing Opportunities Fund	Equity	-	374	-	-	-
Tata Dividend Yield Fund	Equity	-	538	2.8	-	-
Tata Floating Rate Fund	Debt	-	278	4.8	-	-
Tata Business Cycle Fund	Equity	-	945	9.5	-	-
Tata Nifty G-Sec Dec 2029 Index Fund	Other	-	-	-	-	-
Tata Nifty Midcap 150 Momentum 50 Index Fund	Other	-	26	-	-	-
Tata Nifty G-Sec Dec 2026 Index Fund	Other	-	-	-	-	-
Tata CRISIL-IBX Gilt Index-Apr 2026 Index Fund	Other	-	779	-	-	-

Load more

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 AMC Ltd Key Information

Tata Mutual 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.

Mr 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.

Mr 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.

Ms 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.

Ms 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.

Mr 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.

Mr Satish 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.

Mr 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.

Mr 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.

Mr 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.

Mr 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.

Mr 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.

Mr 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:

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 Funds to Invest

Here is a quick look at the top 10 Tata Mutual Fund investment options that have provided high returns to investors: