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Tata Asset Management Limited Mutual Funds Investments

89 top funds

62

Schemes

₹ 61,409 Cr

Total AUM

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  • All Schemes
  • Equity Funds
  • Debt Funds
  • Tax Saver
  • Hybrid
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Tata Liquid Fund (G)
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Investment Duration5 years

₹ 0

Total Investment

₹ 0

Wealth Gained

₹ 0

Total Corpus Created (₹)

With assumed returns of 11.25 %

About Tata Asset Management Limited

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Tata Asset Management Limited manages assets worth 61,408 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

Tata Liquid Fund (G)

Tata Liquid Fund (G)

Liquid

Recommended

Top Ranked

₹ 14,981 Cr

Fund Size

5.7%

3Y returns

Tata Liquid Fund (DR-D)

Tata Liquid Fund (DR-D)

Liquid

Top Ranked

₹ 14,981 Cr

Fund Size

4.2%

3Y returns

Tata Liquid Fund (DP-A)

Tata Liquid Fund (DP-A)

Liquid

Top Ranked

₹ 14,981 Cr

Fund Size

4.8%

3Y returns

Tata Large & Mid Cap Fund (G)

Tata Large & Mid Cap Fund (G)

Diversified

Top Ranked

₹ 2,104 Cr

Fund Size

11.8%

3Y returns

Tata Flexi Cap Fund (G)

Tata Flexi Cap Fund (G)

Diversified

Top Ranked

₹ 1,799 Cr

Fund Size

N/A

3Y returns

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Tata Mutual Funds NAV Chart

Tata Liquid Fund (G)
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NAV ()

Key Fund Information

Tata Asset Management Limited manages assets worth 61,408 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.

Founded

30 June 1995

Incorporated

15 March 1994

Sponsors

Tata Sons Limited & Tata Investment Corp. Ltd.

MD & CEO

Mr. Prathit Bhobe

Trustee

Tata Trustee Company Pvt Limited

CIO

Mr. Rahul Singh

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Contact information

Tata Asset Management Limited Address

Phone & Fax

  • tel-amc-about
    022-66578282

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About TATA Mutual Fund

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.

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 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. 

How to Invest in Tata Mutual Funds via Scripbox?

Time needed: 30 minutes.

Mutual Fund investment has become extremely easy with Scripbox. By following the steps below, one can invest in mutual funds:

  1. Visit Scripbox and Begin the Investment Journey

    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.

  2. Signup and Create an Account

    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.

  3. Check the Plan and Fund Allocation

    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.

  4. Bank Details and Money Transfer

    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.

KYC Required to Invest in Tata Mutual Fund via Scripbox

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:

  • KYC Authorisation Letter. (Please write on a while plain sheet of paper that “I authorize Scripbox to do my mutual fund KYC” & sign below it)
  • Pan Card
  • Photograph
  • Address proof (Aadhar Card (Both Front & Back)/Driving License/Passport/Voter ID Card)
  • Video Selfie: Record a video by facing the camera for 5 seconds.

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 help@scripbox.com or Whatsapp it to us on +91-8884448026. 

Top Fund Managers

Top Equity Fund Managers

Mr. Rahul Singh

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. Chandraprakash Padiyar

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. Sonam H Udasi

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. Rupesh Patel

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. Sailesh Jain

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. Amey Sathe

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. Ennette Fernandes

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. Meeta Shetty

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. Abhinav Sharma

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. Satish Mishra

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. Aurobinda Prasad Gayan

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.” 

Top Debt Fund Managers

Mr. Murthy Nagarajan

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. Akhil Mittal

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. Amit Somani

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. Abhishek Sonthalia

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.

Frequently Asked Questions

How to invest in Tata mutual funds?

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.

How to stop sip in Tata mutual fund?

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.

How can I redeem my Tata mutual fund online?

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.

Which is the best Tata mutual fund?

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.