Tata Mutual Fund

Being part of one of the best brands in India, the Tata Group, Tata Mutual Fund has occupied a resounding position in the mutual fund industry. The consistency, flexibility, and stability offered by the schemes of Tata AMC in India have made them among the must-have mutual fund plans in India. Tata Mutual funds are classified as equity, debt and balanced fund which have different investment style, objective, and benefits which investors can avail as per their choice of scheme. It aims to fulfill the financial goals of the investors for which they have varied goal-based funds as well.
  • Incorporated

    Jun-30-1995
  • CEO / MD

    Mr. Prathit Bhobe

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  • Snapshot
  • Information
  • Performance
  • Tenure
  • 1Y
  • 3Y
  • 5Y
Fund Name Latest NAV (₹) Rating Return (%) Double Money In 1 Lac Grew To (₹)  
28.81
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13.95 4Y 3M 1.60 L Invest
Tata Retirement Savings Fund - Moderate Plan (G)
Moderate risk | Retirement Fund
29.87
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12.91 4Y 1M 1.54 L Invest
134.21
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15.27 3Y 8M 1.65 L Invest
Tata India Tax Saving Fund (G)
Moderate Low risk | ELSS
save tax
17.92
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12.22 7Y 2M 1.54 L Invest
Tata Retirement Savings Fund - Conservative Plan (G)
Moderate Low risk | Retirement Fund
19.72
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8.69 7Y 2M 1.33 L Invest
Tata Treasury Advantage Fund (G)
Moderate risk | Low Duration
2832.71
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7.7 8Y 11M 1.26 L Invest
Tata Money Market Fund (G)
Moderate Low risk | Liquid
3198.75
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4.72 11Y 5M 1.16 L Invest
8.83
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-5.05 -13Y 5M 87.38 K Invest
Tata Infrastructure Fund (G)
Moderate risk | Thematic-Infrastructure
54.86
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8.39 4Y 10M 1.40 L Invest
Tata Liquid Fund (G)
Low risk | Liquid
2925.83
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7.24 9Y 3M 1.25 L Invest

Frequently Asked Questions
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  • 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.
  • Yes. Investment in India cannot be done without completing the KYC through the PAN number.
  • The available dates for SIP in Tata Mutual Fund are 1st, 10th, 15th, 20th, and 25th of every month.
  • 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.
  • The SIP in Tata Mutual Fund can be started, stopped or updated anytime by making a request for the same.
  • The redemption of the redeemable units can be done online through the dashboard facility available at MySIPonline.
  • 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.
  • 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.

Tata Mutual Fund: Catering to the Needs of All Investors

Tata Mutual Fund is a subsidiary of a company which has been one of the first establishments in the era of pre-independence. The trust and client relationship have been the key factors which gave way for Tata MF to flourish. Tata Mutual Fund is solely owned subsidiary of the Tata Group which is one of the largest multinational conglomerates in India founded by Mr Jamshetji Tata in the year 1868. It has esteem presence in numerous segments of the economy. There are a lot of competitors in the industry, but the ethical practices and the historical lineage have aided Tata AMC to keep up the fame initiated by the parent company. Clients find it easy to connect with this AMC as it is governed by the set of rules defined by the founder of the Tata group, i.e., Mr J.R.D.Tata. Along with providing the schemes for every kind of investor, it extends the best pre-sale and post-sale services to its clients.

Are you on the hunt of a website providing the best online investment solutions? You have come to the apt place. Our website is one of the most promising ones, which would pacify your needs and provide you with ultimate financial solutions. Tata Mutual Fund is among one of the top performing asset management companies which takes care of investors coming from every background, whether it is a businessman or a salaried person, has a conservative or aggressive risk tolerance, aims for short term or long term investment. With the onset of online investing, each and every AMC (Asset Management Company), is providing online mutual fund solutions. Tata MF is following the pursuit to become one of the best in the industry by providing customer-friendly support. You can invest in the variegated Tata SIP Plans online here. You can invest either through SIP (Systematic Investment Plan) in which a specific amount is invested periodically in mutual funds or a lump sum which is a one-time investment.

Tata MFs Maintaining High Business Standards

You cannot dump your hard-earned money just like that. You should be quite vigilant, so as to select a proper investing option. Tata Mutual Fund in India can serve your requirements effectively and efficiently, because of the following:

  1. Uniformity: Holding up to the vision of Late Mr J.R.D. Tata, reciprocating the funds invested by people manifolds, the Company thrives not only to attract people into investing but being consistent in giving good returns.
  2. Diversification: By offering diversified capitalisation schemes, the company is targeting to suit the need of every category of investor. The best of its kind, this Company, offers investment solutions in all fields ( namely, balanced, equity, gilt, etc.,). Tata MF also provides unique solution-oriented schemes like Tata Retirement Savings Fund, etc., which aim to fulfil a particular objective of  investors.
  3. The nucleus of business ethics: Being one of the oldest business houses, Tata Group, has incorporated the same ethics in its new venture. Following the suit of the parent company, it follows all the visions of Late Mr J.R.D. Tata.
  4. Trusted brand: Tata, a widely known and trusted brand, extends the promise of maintaining the same level of perfection with its new diversification. Tata Group has its business in various industries including IT, automobiles, steel, finance, construction, etc.

Tata Mutual Fund : SIP Plans to Invest: 

Tata Mutual Fund Company provides diverse funds for all. Such as: 

  • Debt Funds: Debt funds, the funds which are taken up by the investors, who want fixed returns with low cost. As the risk is low, the returns also decrease. Tata Mutual Fund provides a wide range of debt funds, for example, Tata Dynamic Bond Funds.
  • Equity funds: These are the funds generally adopted regarding the tax saving aspect. They are very volatile and have higher returns. The funds through these can be invested in either one of the following: Large-Cap funds, Mid-Cap funds, Small-Cap funds, and so on. As for example, Tata Pure Equity Fund, Tata Equity Opportunities Fund, etc.
  • Hybrid funds: As evident, from the name itself, hybrid funds are a mixture of balanced funds, MIP, etc. This company provides various such funds. As these funds provide a balance of equity and debt funds, it is quite popular amongst the investors. A few hybrid funds provided by this Company are Tata Balanced Fund(balanced fund).

Some of the best tata mutual fund schemes which have performed significantly well in recent times are:

  • Tata Equity PE Fund
  • Tata Digital India Fund
  • Tata Retirement Savings Fund
  • Tata India Tax Savings Fund
  • Tata Treasury Advantage Fund
  • Tata Liquid Fund

Tata Mutual Fund provides a large number of beneficial schemes which have allowed millions of investors to enjoy a pleasurable investment experience. Our website provides customer-friendly support to all types of investors. We aim to offer the most suitable scheme for every investor from a wide variety of tata investment plans available on our website. We have partnered with Tata Mutual Fund to provide the online investment support for mutual funds by aiding every investor with the best in class services. To assist the investors in a better way and to simplify the investment process, we also provide some tools and services which will ease out the complexity involved in online mutual fund investment. The SIP calculator allows an investor to know the future value of periodic SIP investment, and the user-friendly dashboard allows the investor to keep track of the investments daily, investors are also provided with regular market updates, news, and learning. We also have an experienced research team which considers every need and aim of the investor before recommending schemes to the investors. The aim is to fulfil the financial goals of the investor in the most convenient manner.

Meet Our Clients
Tata Mutual Fund is the best deal for savings through mutual fund investments. Tata is already one of the biggest brands in India, and it is also trusted by millions of the people, investing in the schemes of this company can be a good bet for an investor. I already invested in the best schemes of this fund house through this portal, i.e., MySIPonline. I didn’t face any issues until now, neither in my funds nor the services of this portal. Thank you.
Iqbal Ali Jaipur, India
I have been keeping an eye on Tata Mutual Funds for a very long time. It has provided great returns to my friends who have invested before. Looking at their consistent performance I searched online for the best platforms to invest in this Mutual Fund, that’s when I found mysiponline where investing was such an easy task and I can also track my growth easily. I even told my friends about my sip online, and they thanked me later. A lot of my financial goals have been fulfiled with the help of valuable advice from their financial experts. Thank you for making it so easy.
Rakesh Verma Bangalore, India
When I reached the age of earning a living and making an investment for future, Tata MF was my first preference because of the trust that had been formed since childhood as I had seen Tata products being used daily in my household. While searching online to find the right scheme, I came across MySIPonline which helped me select the best performing scheme by this AMC and made my first investment very simple and memorable.
Jaideep Patel Delhi, India
All the TATA mutual fund schemes has always helped me to earn ample returns for my investments. However, I was not satisfied with the offline mode. Then I came to know about this site, My SIP online. I was immediately attracted towards the transparency of the site and also the absence of any hidden cost. I was able to select schemes according to my needs and customize my portfolio accordingly. I was happy while investing through the online portal.
Sachin Gupta Mumbai, India
Honestly I had no idea about the equity market. Therefore I was looking for the guidance of finance experts who could help me in recommending good equity funds for better gains. Feeling helpless, I reached to mysiponline to ease the task. The experts recommended me to take TATA Equity Mutual Fund Scheme. The fund has performed exceptionally well from the past couple of years.
Lovesh Patel Kolkata, West Bengal
I had put my money into stocks a couple of months ago which did not give good returns. I then found out Tata Mutual Funds, and as of now in the past one year, these schemes have given me the good per cent of returns, are stable and performing well. I want to thank for letting me invest in the best schemes of this fund house which are recommended by the support team of this platform. Thanks a lot!
Kiyansh Mathur Kolkata, India
Tata is a prominent name in the majority of the industries in India which is the reason I was more interested to invest in the schemes of Tata Mutual Fund. Up-till now, I am much satisfied with the gains I have received and I am looking forward to investing in more schemes of Tata MF.
Shashank Tripathi Mumbai, India
Tata mutual fund is an AMC I suggest to every person who ask my suggestions before making investments in mutual funds. The fund house has provided me with some of the best investments and has helped me in creating a good profit. At present I am investing in 3 mutual funds of this amc and all of them are providing a really good profit. In the recent downfall too the schemes have managed to stay in positive, unlike other mutual funds I have invested in.
Kaviraj Mukherji Delhi, India
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