Investment Duration5 years
₹ 0Total Investment
₹ 0Wealth Gained
Total Corpus Created (₹)With assumed returns of 11.25 %
About Tata Asset Management Limited
Tata Asset Management Limited manages assets worth 63,704 crores and was set up on 15 March 1994. It's current offering of mutual fund schemes includes 59 equity,80 debt and 21 hybrid funds.See top Tata Asset Management Limited funds
Tata Asset Management manages Tata mutual fund. Tata Asset Management was established in 1994 and part of one of the leading and respectable Indian industrial groups, the Tata group. Tata AMC has a track record of managing investments for more than 25 years.
Top Tata Mutual Fund Schemes
₹ 19,842 Cr
₹ 19,842 Cr
₹ 19,842 Cr
₹ 42 Cr
₹ 1,831 Cr
Tata Mutual Funds NAV Chart
Key Fund Information
Tata Asset Management Limited manages assets worth 63,704 crores and was set up on 15 March 1994. It's current offering of mutual fund schemes includes 59 equity,80 debt and 21 hybrid funds.
30 June 1995
15 March 1994
Tata Sons Limited & Tata Investment Corp. Ltd.
Mr. Prathit Bhobe
Tata Trustee Company Pvt Limited
Mr. Rahul Singh
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Tata Asset Management manages Tata mutual fund. It was established in 1994. It is a part of one of the leading and respectable Indian industrial groups, the Tata group.
Tata AMC has a track record of managing investments for more than 25 years. They believe that managing wealth is as important as wealth creation. Tata mutual fund offers a wide range of investment solutions for financial planning and wealth creation. They offer a diverse set of funds for every life stage, risk profile, and different financial goals. Their expertise also lies in portfolio management services to high net worth individuals. Moreover, offers advisory services to offshore investors and funds investing in India.
Their core strengths are intellectual capital and a robust risk management framework. They aim at overall excellence with a transparent framework and rigorous risk controls.
Their philosophy revolves around achieving consistent and long-term results. They strive to secure investors’ financial futures and thereby deliver a better quality of life.
Currently, there are over 20 tata mutual fund schemes across equity, fixed income, and hybrid. As of 31st December 2019, their assets under management were INR 52,677.67 crore. To select stocks in the portfolio of the best Tata mutual fund schemes, the fund managers follow a value-based investment methodology. They aim to strike the right asset allocation. Tata Gilt Securities Fund, Dynamic Bond Fund, Liquid Fund, and India Tax Savings Fund are some of the well-known funds.
Time needed: 30 minutes.
Mutual Fund investment has become extremely easy with Scripbox. By following the steps below, one can invest in mutual funds:
On the Scripbox homepage, click on the button, “Let’s get started.” A list of investment options based on life goals is available. To invest in mutual funds, pick any option that is close to one’s financial goals. Click on “Continue” to proceed with the mutual fund investment.
In this step, one has to create a Scripbox account. Upon logging in, the investment details will be available. Here one can select the payment option with Scripbox. They can choose “Every month SIP” for SIP payment or “One-time” lumpsum payment options depending on their cash flow. One can use the SIP calculator to calculate potential returns from their SIP investments. Click on “See Recommended Funds” to proceed for investment.
A list of mutual funds and the investment amount allocated for the selected plan is displayed. Check all the details before proceeding ahead. If the investor wishes to change the fund or investment amount, he/she can click on the option, “I want to change Funds/ Amount.” Click on the “Next” button to make payment.
In the last step, one must enter the bank account and PAN details. Scripbox provides a secure environment. All bank account details will be kept safe and secure. Those will only be used for investing and crediting the redemption proceeds only.
Know Your Customer or KYC helps in identifying a client. SEBI has prescribed requirements for KYC. Investors have to be KYC compliant to invest in SEBI registered mutual funds. Details of identity, address, financial status, occupation, and demographic information are a part of a KYC form.
One can get their KYC done with Scripbox. The following KYC documents are needed by Resident Indians and PIO residing in India:
One has to upload clear colour scanned copies of their KYC documents. This can be done during the registration itself. Or. They could also share their KYC documents at firstname.lastname@example.org or Whatsapp it to us on +91-8884448026.
Mr. Singh joined Tata Mutual Fund in 2018. Currently, he is the Chief Investment Officer – Equities. He has over 23 years of investment experience. Now he is leading the fund management and equity research teams. Mr. Singh was previously associated with Ampersand Capital Investment Advisors LLP. Also, he worked for Standard Chartered Securities and Citigroup Global Markets India. He holds a Bachelor of Technology degree in Mechanical Engineering. He also holds an MBA degree in Finance and Financial Management Services from IIM, Lucknow. Currently, he manages the Balanced Advantage Fund and Multi-Asset Opportunities Fund.
Mr. Padiyar joined Tata MF in 2018. He is the Senior Fund Manager – Equities. He has over 18 years of experience in research and fund management. Before joining Tata AMC, he worked with Alchemy Capital Management Pvt. Limited, and UTI Mutual Fund. Mr. Padiyar holds an MBA degree in Finance from Symbiosis Institute of Business Management. He is also a CFA from The CFA Institute, USA.
Mr. Udasi joined Tata Asset Management Company in 2014. Currently, he is the Senior Fund Manager. He has over 20 years of experience in Equity research. Before joining Tata Mutual Fund, he was with IDBI Capital Market Services Ltd. He was rated as No. 3 “Top Most Award Winning Team” by Thomson Reuters Starmine Awards for Excellence for Fiscal Year 2013. He also worked with Quantum Group, JM Financial AMC, ASK Raymond James, and BRICS Securities.
Mr. Udasi holds a Post Graduate Diploma in Business Administration, specializing in Finance. He manages Tata Banking and Financial Services Fund, Index Fund Sensex, and Young Citizens Fund.
Mr. Patel joined Tata MF in 2008. Currently, he is the Senior Fund Manager. He has over 18 years of experience in equity investments, private equity, real estate investments, credit risk assessment, and evaluation of infrastructure projects. Before joining Tata AMC, he worked with Indiareit Fund Advisors Private Limited and Credit Analysis & Research Limited (CARE). Mr. Patel holds an engineering degree from Sardar Patel University, Gujarat. He also holds an MBA from Sardar Patel University, Gujarat.
Mr. Jain joined Tata Mutual Fund in 2018 and is the Fund Manager. He has over 15 years of experience in fund management and broking. Previously he worked with IDFC Securities Ltd., Refco-Sify Securities, Lotus India Mutual Fund, and IIFL. Mr. Jain holds an MBA in Finance degree from the Queensland University of Technology from Australia. He manages the Tata Digital India fund and Equity Savings Fund.
Mr. Sathe joined Tata AMC in 2015. Currently, he is the Fund Manager. He has over 12 years of industry experience. His previous jobs were with JM Financial Institutional Securities Ltd., HDFC Securities. Mr. Sathe is a Chartered Financial Analyst, USA. He also holds a Masters in Management Studies from the University of Mumbai. He manages Tata Banking and Financial Services Fund and Tata Equity PE Fund.
Ms. Fernandes joined Tata Mutual Fund in 2014. Currently, she is the Assistant Fund Manager. Before joining Tata MF, she worked with Philip Capital India Pvt. Ltd. She has over nine years of industry experience. Ms. Fernandes holds a bachelors’ degree in Commerce and PGDM in Finance. Some of the funds she manages are Tata Retirement Savings Fund, Tata Tax Savings Fund, and Ethical Fund.
Ms. Shetty joined Tata MF in 2017. Currently, he is the Assistant Fund Manager. She has more than 12 years of industry experience. Before joining Tata AMC, she was associated with Kotak Securities Ltd. She also worked with HDFC Securities, Asian Market Securities, Dalal Broacha Stock Broking, and Karvy Stock Broking. Ms. Shetty is a CFA charter holder from CFA Institute USA. She also holds a degree in Bachelor in Economics. She manages the Tata Digital India fund and Tata Large and Mid Cap Fund.
Mr. Sharma joined Tata AMC in 2015. He has over 12 years of industry experience. He is currently the Assistant Fund manager at the fund house.
His previous work experience was with HDFC Securities Ltd., JM Financial Asset Management Ltd., Lehman Brothers India, and BRICS Securities Ltd. Mr. Sharma is a B.Tech graduate from IIT-Roorkee and completed PDGM from IIM Lucknow.
Mr. Mishra joined Tata MF in 2017. He has 13 years of industry experience. He is the Assistant Fund Manager at the firm. His research experience is in Oil & Gas, Metals & Mining and Chemical Sectors. Also, he was previously working with HDFC Securities Ltd., PINC Research, and Indian Farmers Fertiliser Cooperative Ltd. (IFFCO).
He is a B.Tech engineer from IIT (BHU) Varanasi. He has a Post Graduate Diploma in Management from T A Pai Management Institute.
Mr. Gayan is the head of commodities strategy at Tata MF. He also has 15 years of experience in financial research, currency, and commodity analysis. His career started as a research analyst. He previously worked with Kotak Commodities as a vice president. Also, he worked as a research head for over nine years with Karvy Comtrade Ltd. Mr. Gayan has an MBA in Finance from Cochin University. He is also a gold medallist in “Operations Research.”
Mr. Murthy is the Head of Fixed Income at the Tata Mutual Fund. He has over 21 years of experience in financial services. His previous associations were with Quantum AMC and Mirae Asset Global Investment India Ltd. Mr. Murthy holds a Master’s degree in Commerce. He completed PGDBA from the Somaiya Institute of Management & Research. The funds he manages are Tata Gilt Securities Fund, Tata Retirement Savings Fund, Equity Savings Fund, and Tata Short Term Bond Fund (short duration fund).
Mr. Mittal joined Tata MF in 2014. He is the Senior Fund Manager. He has over 16 years of industry experience. Before joining Tata AMC, he worked with Rallis India Limited. He also worked with Edelweiss Securities Limited, Canara Robeco Asset Management Co Ltd., and Principal PNB Asset Management Co Ltd. Mr. Mittal is a B. Com graduate. Also, he holds an MBA degree from University Business School. He manages Tata Treasury Advantage Fund, Tata Dynamic Bond Fund, and Tata Balanced Advantage Fund.
Mr. Somani joined Tata AMC in 2012 and is the Senior Fund Manager. He has over 17 years of experience in Global and Indian financial markets specializing in Credit Analysis and Fund Management. Before joining Tata MF, he worked for Fidelity Investments, Netscribes Pvt. Ltd, SPA Capital, and Khandwala Securities. Mr. Somani is a B. Com, PGDBM, and CFA Charterholder. He manages the Tata Money Market Fund and Tata Overnight Fund.
Mr. Sonthalia joined Tata Mutual Fund in 2013 and is currently the Fund Manager – Credit Strategies. He has more than 11 years of experience in macroeconomics and credit research and analysis. He previously worked with CRISIL Ltd. Mr. Sonthalia is a CFA Charter Holder from CFA Institute, USA, and did a management program from NITIE, Mumbai. He manages Tata Short Term Bond Fund (short duration fund), Tata Liquid Fund, and Tata Treasury Advantage Fund.
Investing in Tata mutual funds can be done offline by approaching Tata mutual fund office. Online investing can be done directly on the Tata mutual fund website or any online portals like Scripbox that allow mutual fund investing.
SIP investments can be stopped online and offline. One can send a letter to Tata mutual fund office or the CAMS asking to stop the mutual fund SIP. They can also login to the Tata mutual fund account online and stop the mutual fund SIP. SIP investments can even be stopped through multiple online portals that they invested through. It takes around 30 days for the request to process.
Online redemption is easier and faster than offline. Investors can directly login to the Tata mutual fund account and redeem their investments. They can also redeem through different online portals that they invested through. The redemption is done at the mutual fund schemes NAV. The mutual fund schemes NAV is determined and announced every day by the fund house.
What constitutes as best varies from one investor to another. Tata mutual fund has over 20 funds catering to multiple investor needs, risk profiles, and different life stages. An investor needs to understand his/her purpose of investing, understand their risk, and align it with the fund’s objectives and risk level to find the best fit. To select stocks in a fund’s portfolio, the fund managers follow a value-based investment methodology. They aim to strike the right asset allocation. Tata Liquid fund and Tata India Tax Savings Fund are one of the best performing funds.