TATA Mutual Fund

How to Invest in Tata Mutual Funds?

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

• 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.
• 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.
• 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.
• 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.

You can get your 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.

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 help@scripbox.com. Other users can send “Hi” on Tata Mutual Fund WhatsApp number 7045748282.

How to Download Tata Mutual Fund Investment Statement? 

The following steps help you download the Tata mutual fund investment statement using the Scripbox App: 

• Download the Scripbox app and enter the details to login
• Go to the ‘Profile’ menu and select the ‘Investment History’ option
• Click on the ‘Email Me’ button. An email will be sent to your registered email address with a link to download your Scripbox Investment History. You can obtain the statement by clicking on the link.

The excel statement includes the following details:

• Orders Tab: It has the following information: folio number, investor name, fund name, amount invested, units allocated, NAV, STT and purpose.
• Current Holding Tab: This section has the following details: fund name, number of units, current value of the investment, folio number and purpose.

Top Fund Managers of Tata Mutual Fund

Fund Manager Name	Type Of Fund	Number of Schemes
Rahul Singh	Equity	4
Chandraprakash Padiyar	Equity	3
Sonam H Udasi	Equity	11
Sailesh Jain	Equity	8
Amey Sathe	Equity	4
Ennette Fernandes	Equity	7
Meeta Shetty	Equity	2
Abhinav Sharma	Equity	3
Satish Mishra	Equity	4
Aurobinda Prasad Gayan	Equity	1
Tejas Gutka	Equity	2
Venkat Samala	Equity	3
Murthy Nagarajan	Debt	10
Akhil Mittal	Debt	6
Amit Somani	Debt	2
Abhishek Sonthalia	Debt	4

Explore: Top Fund Managers

Mr. Rahul Singh

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. Chandraprakash Padiyar

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. Sonam H Udasi

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. Sailesh Jain

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. Amey Sathe

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. 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 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. 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 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. Satish Mishra

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. 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.” 

Mr. Tejas Gutka

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. Venkar Samala

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 Nagarajan

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. Akhil Mittal

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. Amit Somani

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. 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 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.

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