Tata Mutual Fund

Check list of all schemes, latest NAV, Returns and other important information

About Tata Mutual Fund

Tata Mutual Fund is a subsidiary of Tata Asset Management Private Limited was established on March 15, 1994, This Asset Management Company (AMC) is under the leadership of Mr Prathit Bhobe, renowned for his expertise in the financial market. He has over 29 years of experience in investment management and provides a range of services to investors.

This AMC provides a broad selection of 153 products, including 58 equity schemes, 14 debt schemes, and 7 hybrid schemes. Tata Mutual Fund ranks 12th among the top mutual fund companies. Tata Small Cap Fund, the flagship scheme, has exhibited an impressive average annualized return of 25.87% since its inception.

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Tata Mutual Fund List

Equity Mutual Funds

Debt Mutual Funds

Hybrid Mutual Funds

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Investing Strategy

Tata Mutual Fund's core strategy is to invest in companies that show significant growth potential at reasonable valuations. However, each fund may have a unique strategy and management style. The AMC specializes in bottom-up analysis, thoroughly evaluating companies based on factors like business growth, management governance, and valuations. Their approach focuses on compounding money, and they typically adopt a buy-and-hold approach with active tracking and management.


Head of Equity Team (CIO)

Mr. Rahul Singh (CIO of Equity)

Mr. Rahul Singh is the Chief Investment Officer (CIO) and has over 27 years of excellent experience in the industry. When he first joined the company in October 2018, he was given the position of CIO-Equities. In his current role, Mr Singh sets the standard by expertly and assiduously managing the teams responsible for fund management and stock research.


List of Fund Managers

 List of Fund Managers TATA Mutual Fund


Top 5 Tata Mutual Fund 

Top 5 Tata Mutual Fund


History of Tata Mutual Fund

Tata Mutual Fund was created through a Trust Deed dated May 9, 1995, following the regulations set out in The Indian Trusts Act, of 1882. Mutual Fund is officially registered with SEBI (Securities and Exchange Board of India). Significantly, philanthropic trusts own nearly two-thirds of the equity in Tata Sons, the main company of the Tata Group. These charitable trusts have played a crucial role in establishing national institutions focused on natural sciences, healthcare, energy, and the arts.


How to Select the Best Tata Mutual Fund?

Starting your investment journey by choosing the Best Tata Mutual Funds is a crucial first step, and making an informed decision is essential. Here are some aspects you should consider to do it properly:

In summary, the above-mentioned elements will aid in your comprehension of the process involved in choosing the appropriate fund. Make sure you complete a precise assessment before you embark on your investing journey. You can also use the SIP Calculator to obtain an estimate of your investment.


How to Invest in Tata Mutual Funds via MySIPonline?

Investing in Tata Mutual Funds is made easy with MySIPonline, known for its straightforward approach. Here's a simple guide:

Our website offers all the services you need in one convenient location, making it quick and easy to start investing right immediately. By using our website, you can invest in Online SIP and develop a strong portfolio for yourself.


What is the Taxation on Tata Mutual Fund?

The taxation of Tata Mutual Funds depends on which category they fall under equity or debt.

Equity-Oriented Mutual Funds

Debt-Oriented Mutual Funds

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Frequently Asked Questions

How to check investment in Tata Mutual Fund online?

The investments in Tata Mutual Fund can be tracked online anytime from anywhere through any device and the required decisions can be taken through the dashboard facility available at MySIPonline.

How to redeem Tata MF online?

The redemption of the redeemable units can be done online through the dashboard facility available at MySIPonline.

How to invest in Tata Mutual Fund?

Investment in schemes of Tata Mutual Fund can be started by completing the profile at MySIPonline which requires basic details and also bank details of the investor. KYC must be completed before starting an investment.

Can I transfer Tata fund units from one person to another?

No. The units cannot be transferred from one owner to another under any condition except in case of the death of the investor. The units are transferred to the pre-assigned nominee in such case.

How to stop Tata SIP?

The SIP in Tata Mutual Fund can be started, stopped or updated anytime by making a request for the same.

What are the available dates for Tata Mutual Fund SIP?

The available dates for SIP in Tata Mutual Fund are 1st, 10th, 15th, 20th, and 25th of every month.

Is it essential to complete KYC to invest in Tata MF?

Yes. Investment in India cannot be done without completing the KYC through the PAN number.

What is the minimum and maximum amount that can be invested in Tata Mutual Fund?

There is no limit on the maximum amount that can be invested in Tata Mutual Fund, however, the minimum amount for SIP investment is Rs 500 and for initial investment and lumpsum, it is Rs 5000. Tata India Tax Savings Fund allows minimum lumpsum of Rs. 500, and SIP of Rs. 150.

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