With an AUM of Rs 128,658 crores, TATA Mutual Fund offers 57 schemes across different categories including 23 equity, 24 debt, and 4 hybrid mutual funds. Know the TATA MF scheme details, historical returns, compare and invest in Best TATA Mutual Funds. Invest in mutual fund schemes that suit your investment objectives, risk level, and fund options.
Tata Asset Management Limited
₹ 128,658 Crores
30 June 1995
15 March 1994
Tata Sons Limited & Tata Investment Corp. Ltd.
Mr. Rahul Singh
MD & CEO
Mr. Prathit Bhobe
Tata Trustee Company Pvt Limited
|Fund name||AUM||NAV||3Y Returns|
|Tata Balanced Advantage Fund (G)||₹7605.46 Cr||₹17.42||12.5%|
|Tata Resources & Energy Fund (G)||₹295.69 Cr||₹34.84||22.3%|
|Tata Ethical Fund (G)||₹1882.67 Cr||₹332.68||19.9%|
|Tata Infrastructure Fund (G)||₹1318.48 Cr||₹138.96||34.3%|
|Tata Digital India Fund (G)||₹7904.39 Cr||₹38.38||22.5%|
|Tata Nifty 50 Index Fund (G)||₹489.07 Cr||₹127.32||16.2%|
|Tata Small Cap Fund (G)||₹6146.73 Cr||₹31.26||35.5%|
|Tata ELSS Tax Saver Fund (G)||₹3477.71 Cr||₹35.45||19.5%|
|Tata Treasury Advantage Fund (G)||₹2543.89 Cr||₹3501.48||4.7%|
|Tata Liquid Fund (G)||₹21416.13 Cr||₹3682.67||4.9%|
|Tata Large & Mid Cap Fund (G)||₹5248.36 Cr||₹425.10||20%|
|Tata Mid Cap Growth Fund (G)||₹2521.49 Cr||₹336.87||25.7%|
|Tata S&P BSE Sensex Index Fund (G)||₹262.47 Cr||₹171.27||15%|
|Tata Hybrid Equity Fund (G)||₹3313.67 Cr||₹361.79||15.3%|
|Tata India Consumer Fund (G)||₹1627.99 Cr||₹35.17||21.8%|
|Tata Banking & Financial Services Fund (G)||₹1672.47 Cr||₹34.22||16.8%|
|Tata Money Market Fund (G)||₹15724.02 Cr||₹4193.37||5.2%|
|Tata Equity Savings fund (G)||₹124.73 Cr||₹46.37||8.5%|
|Tata Large Cap Fund (G)||₹1581.98 Cr||₹404.94||18.9%|
|Tata Short Term Bond Fund (G)||₹2253.75 Cr||₹42.51||3.9%|
Know the latest NAV, Asset Under Management, and 3-year Return of Best Tata Mutual Funds. Invest in Scripbox Recommended High Return Mutual Funds Best Suited According To Your Investment Objectives.
Aurobinda Prasad Gayan
Mutual Fund investment has become extremely easy with Scripbox. By following the steps below, one can invest in mutual funds:
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.
You can get your KYC done with Scripbox. The following KYC documents are needed by Resident Indians and PIO residing in India:
You can upload clear colour scanned copies of your KYC documents during the registration itself. Or,
If you are an existing Scripbox user, you can message on Scripbox’s WhatsApp number +91-8884448026 or email your KYC documents to firstname.lastname@example.org. Other users can send “Hi” on Tata Mutual Fund WhatsApp number 7045748282.
The following steps help you download the Tata mutual fund investment statement using the Scripbox App:
The excel statement includes the following details:
|Fund Manager Name||Type Of Fund||Number of Schemes|
|Sonam H Udasi||Equity||11|
|Aurobinda Prasad Gayan||Equity||1|
Explore: Top Fund Managers
Mr. Singh joined Tata Mutual Fund in 2018. Currently, he is the Chief Investment Officer – Equities. He has more than 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. Furthermore, 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 more than 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 more than 20 years of experience in Equity research. Before joining Tata Mutual Fund, he was with IDBI Capital Market Services Ltd. Also, 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.
Furthermore, he 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. Jain joined Tata Mutual Fund in 2018 and is the Fund Manager. He has more than 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. Furthermore, he 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 more than 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 more than nine years of industry experience. Furthermore, she 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 more than 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. Furthermore, he is a B.Tech graduate from IIT-Roorkee and completed PDGM from IIM Lucknow.
Mr. Mishra joined Tata MF in 2017. He has more than 13 years of industry experience. He is the Assistant Fund Manager at the firm. Also, 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. Gutka joined Tata AMC in 2019 as Principal Officer and Head of Portfolio Management Services. He is currently the Fund Manager – Equity at the firm. Mr. Gutka has a rich and diverse experience of more that 14 years in both equity and fixed income markets. Before joining Tata, he was with Tamohara Investment Managers, Barclays Wealth India, and CARE Ratings. Mr. Gutka holds Master in Management Studies (Finance) and also a Bachelor of Science B.Sc. -Mathematics) Degree from the Mumbai University.
Mr. Samala has joined Tata Asset Management Ltd in 2019 as a Management Trainee. He has more than six years of industry experience. Furthermore, as a research analyst he active tracks Real Estate, Building Materials, US Technology, Aviation, Textiles & Hospitality sectors. 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. Mr. Samala holds an MBA degree from IIM Bangalore.
Mr. Murthy is the Head of Fixed Income at the Tata Mutual Fund. He has more than 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. Furthermore, 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 more than 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 more than 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. Furthermore, 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 also 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. Also, 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.