Key information

Funds Offered

64
AUM

₹1,76,973 Cr
Highest Return

19.53%

Tata Mutual Fund

Tata Mutual fund is part of the Tata group, one of India's largest and most respected industrial groups, renowned for its adherence to business ethics. The Group has always believed in returning wealth to the society that it serves. Thus, nearly two-thirds of the equity of Tata Sons, the Group's promoter company, is held by philanthropic trusts. Established in 1994, Tata mutual fund has a track record of more than 24 years in investment management. As a leading Indian investment manager, they understand that managing wealth is as important as the creation of it.Their emphasis being on delivering superior long-term risk-adjusted performance, they follow a disciplined approach to investment and risk management.

Key information

Funds Offered

64
AUM

₹1,76,973 Cr
Highest Return

19.53%

Tata Mutual Fund Managers

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Amey Sathe

No. of funds

Total Fund Size

₹15,972 Cr

Highest Returns

18.12%

Abhinav Sharma

No. of funds

Total Fund Size

₹15,002 Cr

Highest Returns

18.87%

Akhil Mittal

No. of funds

Total Fund Size

₹18,522 Cr

Highest Returns

10.16%

Rajat Srivastava

No. of funds

Total Fund Size

₹1,184 Cr

Highest Returns

18.52%

Rakesh Prajapati

No. of funds

Total Fund Size

₹3,671 Cr

Highest Returns

11.5%

Amit Somani

No. of funds

Total Fund Size

₹49,972 Cr

Highest Returns

7.13%

Meeta Shetty

No. of funds

Total Fund Size

₹26,536 Cr

Highest Returns

18.52%

Aurobinda Prasad Gayan

No. of funds

Total Fund Size

₹3,819 Cr

Highest Returns

12.15%

Jeetendra Khatri

No. of funds

Total Fund Size

₹9,203 Cr

Highest Returns

19.53%

Abhishek Sonthalia

No. of funds

Total Fund Size

₹31,689 Cr

Highest Returns

6.91%

Key information about Tata Asset Management Ltd.

Mutual fund name	Tata Mutual Fund
Asset management company name	Tata Asset Management Ltd.
AMC incorporation date	15th March 1994
AMC setup date	30th June 1995
Sponsor name	Tata Sons Ltd. Tata Investment Corp. Ltd.
Trustee organisation	Tata Trustee Company Pvt. Ltd.
Name of trustees	Mr. Pratip Kar (Chairman) Mr. Cyrus F. Vachha (Independent director) Mr. Shuva Mandal (Independent director)
MD and CEO	Mr. Prathit Bhobe
Chairman	Mr. Rajib Sabharwal
CIO	Mr. Rahul Singh
Compliance Officer	Mr. Upesh Shah
Investor Service Officer	Mr. Kashmira Kalwachwala

How to invest in Tata mutual funds?

You can easily invest in Tata mutual funds online through Tata Capital Moneyfy. All you need to do is follow these steps:

Step 1: Visit Tata Capital Moneyfy's official website and register your account. If you are a registered user, log in using your credentials.
Step 2: Submit soft copies of Government-issued KYC documents, such as Aadhar card, passport, or driving license, for identity proof.
Step 3: Upload soft copies of supporting documents, such as a rent agreement or ration card for address proof.
Step 4: Select your preferred investment horizon.
Step 5: Select your preferred risk level - low, medium, or high.
Step 6: Select your preferred Tata mutual fund.
Step 7: Click on ‘Start SIP’ or ‘Invest One Time’ based on your preference.

Steps to invest in Tata MF via Tata Moneyfy

Create Account

Create an account with Tata Moneyfy completely online

Complete Your KYC

Upload your documents required for KYC

Choose Mutual Fund

Find the most suitable mutual fund for you

Start Investing

Invest one time or start SIP

Track your investment

Easily track and manage your mutual fund

Invest Now

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SBI Mutual Fund

No. of funds

73

AUM

₹10,67,109 Cr

Highest Returns

29.3%

ICICI Prudential Mutual Fund

No. of funds

98

AUM

₹9,14,547 Cr

Highest Returns

27.3%

HDFC Mutual Fund

No. of funds

80

AUM

₹7,65,926 Cr

Highest Returns

28.0%

Nippon India Mutual Fund

No. of funds

85

AUM

₹5,64,770 Cr

Highest Returns

27.09%

Kotak Mahindra Mutual Fund

No. of funds

83

AUM

₹4,78,457 Cr

Highest Returns

21.38%

Aditya Birla Sun Life Mutual Fund

No. of funds

107

AUM

₹3,65,876 Cr

Highest Returns

26.77%

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FAQs on Tata Mutual Fund

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How to start Tata mutual fund SIP online?

You can easily start Tata Mutual Fund SIP online through Tata Capital Moneyfy. Visit the official website and register to get started.

How to calculate Tata Mutual fund SIP?

You can calculate Tata mutual fund SIP using Tata Capital Moneyfy's online calculator. All you need to do is enter the investment amount, tenure and the interest rate.

How to redeem the Tata mutual fund?

To redeem Tata mutual funds, you can simply log into the official website using the folio number and follow the steps.

How much should I invest in Tata mutual fund SIP?

The investment amount for Tata mutual fund SIP depends on your preference. It's advisable to invest 20% of your monthly income into mutual funds.

Which is the best Tata mutual fund to invest in?

Some of the top Tata mutual funds to invest in include:
- Tata small cap fund
- Tata Resources & Energy Fund
- Tata India Consumer Fund
- Tata Mid Cap Growth Fund and Tata Young Citizens Fund
- Tata Digital India Fund
- Tata India Pharma & Healthcare Fund
- Tata Infrastructural Fund
- Tata Large & Mid Cap Fund
- Tata Ethical Fund