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Tata Mutual Fund
- AUM ₹1,11,185 Crs
- No. of schemes 46
- AMC Age 28 yrs
About Tata Mutual Fund
Tata Mutual Fund is a part of the prestigious Tata Group of companies. Tata Mutual Fund's investments are managed by Tata Asset Management Private Ltd., which was established in March 1994. It has over 25 years of experience in investment solutions and offers a range of services to investors, including financial planning and fund management. In June 1995, Tata Mutual Fund was registered with the Securities and Exchange Board of India (SEBI). As of Feb 28, 2023, Tata Mutual Fund had an AUM of Rs 92,458 crores.
.....- Tata Mutual Fund offers around 72 mutual fund schemes to investors.
- Of these, 26 are equity schemes, while 5 are hybrid schemes. It also offers 37 debt schemes and 4 schemes belonging to other categories.
- Tata Mutual Fund held 2.24% of the industry's AUM as of Feb 28, 2023
- Some of the schemes with the highest AUM from the fund house as of 14th April 2023 are Tata Liquid Fund, and Tata Money Market Fund, and Tata Digital India Fund.
Top Tata Mutual Funds
View All Funds
Fund Size
₹1,252 Crs
5 Yrs Return
26.48% p.a.
ETM Rank
#8 of 19 in Sectoral-Infrastructure
Fund Size
₹7,574 Crs
5 Yrs Return
22.88% p.a.
ETM Rank
#3 of 5 in Sectoral-Technology
Fund Size
₹641 Crs
5 Yrs Return
21.41% p.a.
ETM Rank
#4 of 6 in Sectoral-Pharma
Fund Size
₹3,557 Crs
5 Yrs Return
18.69% p.a.
ETM Rank
#24 of 33 in ELSS
Fund Size
₹3,453 Crs
5 Yrs Return
14.87% p.a.
ETM Rank
#19 of 25 in Aggressive Hybrid
Fund Size
₹1,741 Crs
5 Yrs Return
14.52% p.a.
ETM Rank
#5 of 7 in Retirement Solutions
Fund Size
₹133 Crs
5 Yrs Return
9.17% p.a.
ETM Rank
#12 of 16 in Equity Savings
Fund Size
₹166 Crs
5 Yrs Return
8.3% p.a.
ETM Rank
#4 of 7 in Retirement Solutions
Fund Size
₹2,291 Crs
3 Yrs Return
5.41% p.a.
ETM Rank
#19 of 20 in Short Duration
Fund Size
₹12,928 Crs
3 Yrs Return
5.9% p.a.
ETM Rank
#9 of 14 in Money Market
Fund Size
₹2,933 Crs
3 Yrs Return
5.47% p.a.
ETM Rank
#20 of 21 in Low Duration
Tata Mutual Funds Returns Calculator
See what your investment would have yielded in
Invested ₹ 6 Lakh
Profit ₹ 3.33 Lakh
₹ 9.33 Lakh
This fund has generated an XIRR of 26.48% over the past 5 Years
SIP Calculator
Mutual Fund Calculator
Lumpsum CalculatorKey Information
| Mutual Fund Name | Tata Mutual Fund |
| Founded | Jun 30, 1995 |
| Trustee Organisation | Tata Trustee Company Private Ltd |
| MD and CEO | Prathit Bhobe |
| Compliance Officer | Kashmira Kalwachwala |
Documents required to invest in Tata Mutual Fund
The documents for KYC (Know Your Client) include proof of address and proof of identity. Here is a list of officially valid documents (OVD) admissible.
PROOF OF IDENTITY
- PAN Card (Mandatory)
- Voter ID Card
- Driving License
- Passport
- Aadhaar Card
- Any other valid identity card issued by Central or State Government
PROOF OF ADDRESS
- Voter ID Card
- Driving License
- Passport
- Ration Card
- Aadhaar Card
- Bank account statement or bank passbook
- Utility bills like electricity or gas bills
While these are some of the standard document list, submitting all of these documents is a tedious process and can procrastinate your plan of investing. This is where ET Money offers you a paperless and fast solution.
You can submit your KYC in under two minutes by uploading the photos of your identity and address proofs. This includes PAN and any one of Aadhaar, Voter ID, Driving License & Passport along with your signature, a selfie and a live video, authenticating your identity. ET Money's quick KYC application makes investing easy and hassle-free.
It takes about 3-5 working days to get your KYC verified as the verification is done by government certified agencies.
How to Start Investing in Tata Mutual Fund's schemes?
There are three ways to begin your investment journey with Tata Mutual Fund:
1. Through Tata Mutual Fund?s website
2. Through a distributor
3. Through the ET Money platform
If investing through Tata Mutual Fund's website, you will first need to sign up and create an account before following the remaining steps.
However, if you are investing in multiple mutual funds from different fund houses, signing up with each one of them (on their respective websites) could be arduous and time-consuming. It would also be a challenging task to track your investments. To some extent, this problem can be solved by investing through a distributor. But you will end up paying a higher expense ratio, which will bring down your overall returns.
A much simpler, efficient and effective way of investing in schemes from Tata Mutual Fund or any other fund house is through the ET Money platform.
All you need to do is sign up, and then, you can start investing in various schemes of Tata Mutual Fund and other AMCs. That, too, at a lower expense ratio since ET Money is a direct investment platform. You can easily track your existing portfolio on ET Money and view all your old and new investments. Now, isn't this a simpler way to track your investments and make better-informed decisions?
Further, the ET Money investment platform also offers you valuable details like a fund's past performance, returns consistency, fund history, exit load, expense ratio, and other essential information.
How to invest in mutual funds via ET Money
- Sign up using email and OTP.
- Select fund. Enter the investment amount. Choose the investment type: one-time (Lumpsum) or SIP.
- Enter PAN, full name and verify mobile number.
- Enter bank account details and select payment mode. In the case of SIP, set up a mandate.
- Follow the KYC process, which includes a selfie and a live video. Provide essential details and eSign.
- The transaction is processed on verification of KYC documents.
Customer Care Details
For any query regarding any schemes offered by Tata Mutual Fund, please contact at the following address:
| Registered Address | 9th Floor, Mafatlal Centre, Nariman Point, Mumbai - 400021. Branch Timing (9 am - 6 pm) |
| Call us at | 1800-209-0101 |
| service@tataamc.com |
Top Tata Fund Managers
Rahul Singh: Chief Investment Officer (Equities)
Mr Singh has over 25 years of investment experience by leading the fund management and equity research teams. Prior to joining Tata Mutual Fund in 2018, Mr. Singh has worked in Ampersand Capital Investment Advisors Ltd as managing partner. Mr. Singh has also worked at leading financial institutions like Citigroup Global Market and Standard Chartered Securities as Head of Equity Research. Mr Singh is a B.Tech and also holds a Master's Degree in Finance from IIM Lucknow.
Mr Chandraprakash Padiyar: Senior Fund Manager
With over 20 years of experience in research and fund management, Mr. Padiyar has vast financial market experience. Prior to joining Tata AMC, Mr. Padiyar has worked in Alchemy Capital Management Pvt Ltd as portfolio manager and in UTI Mutual Funds. Mr. Padiyar holds a Master's in Finance and CFA certification.
Mr Soham H Udasi: Senior Fund Manager
Mr Usasi carries a work experience of 21 years in equities research and manages many of the Tata Equity Schemes. Prior to joining Tata Mutual Fund, Mr. Udasi has worked in IDBI Capital Market Services Ltd and in JM Financial AMC. Mr. Udasi holds a Post Graduate Diploma in Business Administration, specializing in Finance.
Mr Sailesh Jain: Fund Manager
Mr Jain brings over 15 years of experience in both fund management and broking. Prior to this, Mr. Jain has worked with IDFC Securities Ltd as a Head of Institutional Derivatives Desk. He has also worked with IIFL and Refco-Sify Securities. Mr. Jain holds a Master's degree in Finance from Queensland University of Technology from Australia.
Frequently Asked Questions
Are Tata Mutual Fund's schemes safe to invest in?
As far as safety is concerned, no Asset Management Company can guarantee the safety of capital when it comes to market-linked investments like mutual funds. All you can do is evaluate and choose a fund that best suits your requirement.
Which Tata Mutual Fund scheme is best for the short term?
Generally, a short-term investment is one whose tenure is up to 3 years. If you are planning short-term investment, consider debt funds. However, you should match your investment horizon with the average portfolio maturity of the fund. For example, consider overnight funds if the investment is just for a few days. If your investment is up to three months, liquid funds are ideal for you. Remember, low-duration funds have an average maturity period ranging between six and 12 months, while short-duration funds hold securities that mature between one and three years.
Are Tata Mutual Fund's schemes Tax-Free?
No matter which mutual fund scheme you choose, the returns earned come with capital gains tax in the long-term investment category and short-term investment category. So, it all depends on the type of fund you opt for and the investment period.
Mutual fund type | Holding period | Type of capital gains tax | Tax liability |
Debt-oriented funds | Less than 36 months | Short-term capital gains | As per the investor's income tax slab rate |
Equity-oriented funds | Less than 12 months | Short-term capital gains | 15% |
Debt-oriented funds | Greater than 36 months | Long-term capital gains | 20% with indexation |
Equity-oriented funds | Greater than 12 months | Long-term capital gains | 10% for amount exceeding Rs 1 Lakh |
In short, it is not the mutual fund scheme that's taxable or tax-free; it is the gains that you earn that can be taxable depending on the period of investment and type of scheme.
How can I cancel an ongoing Tata Mutual Fund SIP?
If you wish to discontinue your ongoing SIP with Tata MF, you must visit the mutual fund's official website or the online investing portal you used to create the SIP mandate. Log in to your account and select the investment you wish to cancel. Follow the instructions to stop the SIP. You can also visit the AMC branch and submit a request to discontinue the SIP.
- On ET Money app or website, click on the profile icon and select SIPs/MySIP option.
- In this section, you will see all the ongoing SIPs.
- Click on any SIP to open a detailed view.
- On the top right corner, click the three dots, which will take you to the Modify SIP screen.
- You will see the "Cancel this SIP" option below.
- Once you click it, you will receive an OTP.
- On entering the correct OTP, SIP will be cancelled.
How can I get the Tata Mutual Fund statement?
One option is to log on to Tata Mutual Fund?s website and request a statement. You can also go to CAMS Online or Kfintech and request a consolidated statement by email.
A better option is to get a statement on ET Money. Once you request a statement on ET Money, the platform creates a customized dashboard for you. Whenever you wish, you can then check your entire portfolio just by logging onto ET Money.
On the website, after signing up, hover on the profile icon on the top right. From the drop-down menu, select the option "Track external mutual funds". Complete the ensuing process, and you can see your portfolio on the ET Money platform. This is a one-time process. Every time you want to track or check your portfolio, log onto ET Money, and it will display a dashboard that shows your entire portfolio and its performance.
To access on app, click the following link after logging in: https://etmoney.onelink.me/unJQ/oq97j0iz
How Can I increase the SIP amount in a scheme of Tata mutual fund?
There are two ways to do this:
1. Choose the top-up SIP option when you start investing. This will let you automatically increase the SIP amount by a predefined percentage (say 25%) or amount (say Rs 2,000) at regular intervals, like quarterly or annually.
2. The second option is to start a new SIP in the same fund to increase the investment amount.
Disclaimer: Data Sources include ACE MF, AMFI and Fund House's website.
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