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Tata Asset Management is a part of the prestigious Tata Group. The group manages the Tata MF. Founded in 1994, Tata Asset Management company offers a bouquet of mutual fund schemes based on the investors’ risk appetite, financial objectives, investment goals, and income. These investment schemes are offered in the segments of fixed-income funds, equity and hybrid funds.
Tata Mutual Fund AMC has built its business on three primary pillars: performance, service, and trust. Their objective is to offer financial security to investors through modern mutual fund investment options.
Tata Mutual Fund AMC has an experience of more than 25 years. As of February 28, 2023, Tata Asset Management company managed an AUM of ₹92,458 crores. The AMC offers more than 57 schemes under different asset classes and plans.
Tata is a name that is associated with trust. Tata Mutual is one of the best mutual fund companies in the country. You can invest in any of Tata MF schemes by following Tata Mutual Fund NAV on Angel One’s mobile app.
Find the best Tata MF based on your risk appetite, financial objective, and income and invest in them online from your Angel One account.
The following are some of the key information regarding the Tata AMC company –
| Founding date | June 30, 1995 |
| AMC Incorporation date | March 15, 1994 |
| Headquarters in | Mumbai |
| Name of the sponsors | Tata Sons Ltd. & Tata Investment Corp Ltd. |
| Trustee organisation | Tata Trustee Co(P) Ltd. |
| Chairman | Rajiv Sabharwal |
| MD and CEO | Prathit Bhobe |
| Chief Investment Officer | Rahul Singh |
| Compliance Officer | Upesh Shah |
| Investor Service Officer | Ms Kashmira Kalwachwala |
R
RahulSingh
Fund Manager since Apr 2022 (2 years)
CP
Chandraprakash Padiyar
Fund Manager since Sep 2018 (5 years)
SU
Sonam Udasi
Fund Manager since Apr 2016 (8 years)
SM
Satish Chandra Mishra
Fund Manager since Jun 2017 (6 years)
AS
Abhinav Sharma
Fund Manager since Jan 2012 (12 years)
AS
Amey Sathe
Fund Manager since Jun 2018 (5 years)
Investing in Tata MF, or any other AMC, for that matter, is an easy and hassle-free process when done through your Angel One account. Just take the following steps –
Step 1: Log in to your Angel One account using your mobile number and validate with OTP. At the next step, provide the MPIN.
Note:If you don’t have an account with Angel One, open a Demat with us in a matter of minutes by uploading the necessary documents.
Step 2: Tata mutual fund offers an entire plethora of mutual fund schemes across categories. Determine which fund is most suited based on your needs and risk profile. You can learn more about each fund on Angel One’s app. Factors that will help you decide at this stage are the following.
Based on these criteria, you can select the best Tata mutual fund that will help you meet your financial needs.
Step 3: After selecting the fund (s) you want to invest in, open your Angel One account, go to the Mutual Funds section and choose the fund on the page. It is important that you are clear about which SIP or lump sum scheme you want to invest in as quite often, this tends to be a long term investment. The factors you should consider are:
You can learn more about the details of each fund from within the Angel One app itself.
Alternatively, one can invest in an online Tata mutual fund from the AMC’s website.
Tata Mutual Fund investment through Angel One is a smooth process with a seamless and fully digital KYC process. To complete your KYC, you will need to provide the following essential documents:
Angel One simplifies the KYC verification, ensuring quick and efficient access to Tata Mutual Funds for both new and returning investors. With our user-friendly platform, your financial goals are well within reach. Your KYC process will be completed in just 48-72 business hours, allowing you to start your mutual fund journey without delay.
The following schemes are one of the best Tata Mutual Fund in India:
| Name of the Fund | Sub Category | AUM (₹ in crore) | Minimum Investment (₹) | CAGR 3Y (%) | CAGR 5Y (%) |
| Tata Small Cap Fund | Small Cap Fund | 6,014.78 | 1,500 | 41.27 | – |
| Tata Infrastructure Fund | Sectoral Fund – Infrastructure | 1,300.19 | 5,000 | 40.54 | 21.41 |
| Tata Mid Cap Growth Fund | Mid Cap Fund | 2,449.12 | 150 | 30.15 | 21.82 |
| Tata Resources & Energy Fund | Sectoral Fund – Energy & Power | 289.08 | 150 | 27.92 | 20.32 |
| Tata Banking & Financial Services Fund | Sectoral Fund – Banks & Financial Services | 1,652.06 | 150 | 27.71 | 17.21 |
| Tata Large & Mid Cap Fund | Large & Mid Cap Fund | 5,125.33 | 150 | 26.36 | 18.43 |
| Tata Focused Equity Fund | Focused Fund | 1,372.63 | 5,000 | 26.24 | – |
| Tata Digital India Fund | Sectoral Fund – Technology | 7,862.86 | 5,000 | 25.18 | 20.59 |
| Tata India Tax Savings Fund | Equity Linked Savings Scheme (ELSS) | 3,555.68 | 500 | 24.91 | 16.94 |
| Tata Equity P/E Fund | Value Fund | 5,952.72 | 5,000 | 24.84 | 15.2 |
**All data as of October 4, 2023.
Selection Criteria: The funds chosen have demonstrated the highest Compound Annual Growth Rate (CAGR) over the past 3 years.
Let us have a deep understanding of some of the best Tata Mutual Fund in India:
Tata Small Cap Fund operates as a Small Cap Fund with assets under management (AUM) totaling ₹6,014.78 crore. The fund has a modest expense ratio of 0.31%. Over the past 3 years, it has demonstrated a Compound Annual Growth Rate (CAGR) of 41.27%. The minimum investment amount for this fund is ₹1,500. This fund predominantly invests in small-cap companies.
Tata Infrastructure Fund is classified as a Sectoral Fund with a focus on the Infrastructure sector. Its AUM stands at ₹1,300.19 crore, with an expense ratio of 1.42%. Over a 3-year period, the fund has shown a CAGR of 40.54%. The minimum investment required is ₹5,000. This fund primarily invests in companies related to the infrastructure sector.
Tata Mid Cap Growth Fund is categorised as a Mid Cap Fund and manages an AUM of ₹2,449.12 crore. The expense ratio is 0.91%, and the fund has demonstrated a CAGR of 30.15% over the past 3 years. The minimum investment amount for this fund is ₹150. The fund primarily invests in mid-cap companies.
Tata Resources & Energy Fund operates as a Sectoral Fund focusing on the Energy & Power sector. The AUM for this fund is ₹289.08 crore, with an expense ratio of 0.82%. Over a 3-year period, the fund has shown a CAGR of 27.92%. The minimum investment required is ₹150. The fund primarily invests in companies related to the energy and power sector.
Tata Banking & Financial Services Fund operates as a Sectoral Fund with a focus on the Banks & Financial Services sector. The AUM stands at ₹1,652.06 crore, with an expense ratio of 0.54%. Over the past 3 years, the fund has shown a CAGR of 27.71%. The minimum investment amount for this fund is ₹150. The fund primarily invests in companies related to the banking and financial services sector.
Tata Large & Mid Cap Fund falls under the Large & Mid Cap Fund category and manages an AUM of ₹5,125.33 crore. The expense ratio is 0.85%, and over the past 3 years, the fund has shown a CAGR of 26.36%. The minimum investment amount for this fund is ₹150. This fund typically invests in a combination of large-cap and mid-cap stocks.
Tata Focused Equity Fund operates as a Focused Fund with an AUM of ₹1,372.63 crore and an expense ratio of 0.59%. Over a 3-year period, it has demonstrated a CAGR of 26.24%. The minimum investment required is ₹5,000. This fund maintains a concentrated portfolio, focusing on select stocks.
Tata Digital India Fund is a Sectoral Fund dedicated to the Technology sector, managing an AUM of ₹7,862.86 crore. The fund boasts a low expense ratio of 0.35% and has shown a CAGR of 25.18% over the past 3 years. The minimum investment amount for this fund is ₹5,000. This fund primarily invests in technology-related companies.
Tata India Tax Savings Fund is classified as an Equity Linked Savings Scheme (ELSS) with an AUM of ₹3,555.68 crore. The fund’s expense ratio is 0.75%, and it has provided a CAGR of 24.91% over 3 years. The minimum investment required for this tax-saving fund is ₹500. This fund helps investors save on taxes while investing in equities.
Tata Equity P/E Fund operates as a Value Fund with an AUM of ₹5,952.72 crore. The expense ratio stands at 0.87%, and the fund has shown a CAGR of 24.84% over 3 years. The minimum investment amount for this fund is ₹5,000. It primarily focuses on value investing strategies.
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