Tata Asset Management Limited Mutual Funds Investments

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About TATA Mutual Fund

Tata Asset Management manages Tata mutual fund. Tata Asset management was established in 1994 and 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 and advisory services to offshore investors and funds investing in India.

Their core strengths are intellectual capital and 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 the financial future of investors and thereby deliver to them a better quality of life.

Tata MF currently offers over 20 mutual funds across equity, fixed income, and hybrid. As of 31 December 2019, their assets under management were INR 52,677.67 crore. To select stocks in its portfolio of best Tata mutual funds, the fund managers follow a value-based investment methodology.

In 2018 the following Tata mutual funds were recognized:

  • Tata Balanced Fund was recognized as the Best Long-Term Balanced Fund in the Long-Term Balanced Fund category by Business Today-Money Today Financial Awards

  • Tata Retirement Savings-Moderate (3 years & 5 years) was awarded by Thomson Reuters Lipper India 2018 Fund Awards in the Mixed Asset INR Aggressive category

  • CNBC TV 18 Mutual Fund Awards awarded Tata Equity P/E Fund in the category Best Value / Contra Fund

  • Tata Treasury Advantage Fund was awarded by CNBC TV 18 Mutual Fund Awards in the category Best Low Duration Debt Fund

Key Information about TATA Mutual Fund

Mutual fund

Tata Mutual Fund

Asset management company

Tata Asset Management Ltd.


30 June 1995


15 March 1994


Tata Sons Ltd.

Tata Investment Corp. Ltd.


Tata Trustee Company Private Ltd.

Name of Trustees

Mr. Pratip Kar(Chairman)

Mr. Cyrus F Vachha(Independent Director)

Mr. Shuva Mandal(Associate Director)


Mr. Rajiv Sabharwal


Mr. Prathit Bhobe


Mr. Rahul Singh

Investor Service Officer

Ms. Kashmira Kalwachwala

Compliance Officer

Mr. Upesh Shah


INR 52,677.67 crore (Dec-31-2019)

TATA Mutual Fund Contact Details


AMC Auditors: BSR & Associates / Scheme Auditors: M/s Deloitte Haskins & Sells


Deutsche Bank, HDFC Bank, CitiBank N.A., Standard Chartered Bank




Mafatlal Centre, 9th Floor, Nariman Point Mumbai 400021

Telephone No.


Fax No.