Tata Mutual Fund Schemes, Performance, Returns 2023

Fund Name	Ratings	Risk	1Y Returns	AUM
Tata Small Cap Growth Fund	5	High	25%	₹1,00,900 cr.	Invest
Tata Money Market Growth Fund	4.5	Medium	25%	₹1,00,900 cr.	Invest
Tata Hybrid Equity Growth Fund	4.5	High	25%	₹1,00,900 cr.	Invest
Tata Liquid Growth Fund	4	Low	25%	₹1,00,900 cr.	Invest
Tata Retirement Saving Moderate Growth Fund	4	High	25%	₹1,00,900 cr.	Invest
Tata Retirement Saving Progresive Growth Fund	4	High	25%	₹1,00,900 cr.	Invest
Tata Retirement Saving Conserative Growth Fund	4	Medium	25%	₹1,00,900 cr.	Invest
Tata Large & Mid Cap Growth Fund	3.5	High	25%	₹1,00,900 cr.	Invest
Tata Balanced Advantage Growth Fund	3.5	Medium	25%	₹1,00,900 cr.	Invest
Tata Arbitrage Growth Fund	3.5	Low	25%	₹1,00,900 cr.	Invest

About Tata Mutual Fund

Tata AMC is a part of the prestigious Tata Group. The group manages the Tata Mutual Fund. Founded in 1994, the AMC 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.

Here are some key points of Tata AMC:

Tata Mutual Fund AMC has an experience of more than 25 years.
As of May 31, 2022, Tata AMC managed an AUM of Rs.86,987.36 crores, 2.26% of the industry’s AUM.
They offer more than seventy schemes under various categories of fixed-income funds (37), equity schemes (24), and hybrid schemes (5). Four funds belong to other classes.
Some of the highest returns funds as of July 2022 were Tata Liquid Fund, Tata Arbitrage Fund, and Tata Money Market Fund.

Tata Mutual Fund is a winner of many prestigious awards.

CNBC TV 18 Mutual Fund Awards in the category of best contra fund.
CNBC TV 18 Mutual Fund Award for the best low Duration Debt Fund was given to Tata Treasury Advantage Fund.
Tata Retirement Savings-Moderate fund received the prestigious Thomson Reuters Lipper India 2018 in the Mixed Asset INR Aggressive category.
Business Today- Money Today Financial Awards in the Best Long-term Balanced fund category was given to Tata Balanced Fund.

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 mutual fund based on your risk appetite, financial objective, and income and invest in them online from your Angel One account.

Tata Mutual Fund Asset Management Company Key Information

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

Tata Mutual Fund Manager

Akhil Mittal

HIDE

Mittal is a commerce graduate fromUniversity of Punjab. He had done his MBA from University Business School.

Before joining Tata Mutual, Mittal had worked with Rallis India, Edelweiss Capital, Canara Robeco Mutual Fund, and Principal PNB Mutual Fund. He joined Tata Asset Management Company in 2014 as the senior fund manager of Fixed Income. He manages eighteen schemes with a total AUM of Rs.4,102 crore.

Sonam Udasi

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Ms Ennette Fernandes

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Amey Sathe

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Rupesh Patel

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How to Invest in Tata AMC Mutual Fund?

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.

Search for the fund you want to invest in or, you can take a cue from the app.
Analyse the fund’s performance based on past performance, tax incidence, sectors and stocks where it invests. You can use a calculator to measure potential returns.
Evaluate the level of risk of investing and weigh it against your risk appetite.
Check the fund’s ratings on a scale of 1 to 5 given by reputed rating agencies. 1 is the lowest and 5 is the highest rating.
Compare the fund’s expense ratio to calculate the actual cost of investing.

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:

Investment style: Lumpsum or SIP
Desired mode of payment: UPI payment is most popular but you can also pay via Net Banking.
If you are setting up a SIP, you can also set a mandate to automate investment.

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.

Top 5 Tata AMC Funds to Invest in

Returns and risks are the primary metrics to choose a mutual fund scheme. The relationship between potential risk and probable return reflects the possibilities of investing in a mutual fund.

The following are some of the top-performing Tata asset management company funds. **

Name of the Fund	Sub Category	Minimum Lumpsum (Rs.)	AUM (Rs. in crore)	CAGR 3Y (%)	CAGR 5Y (%)
Tata Large & Mid Cap Fund Direct Growth Plan	Large & Mid Cap Fund	5000	3,680	33.63	13.96
Tata Infrastructure Direct Plan Growth	Sectoral Fund - Infrastructure	5000	937	41.08	13.14
Tata S&P BSE Sensex Index Direct	Index Fund	5000	174	30.66	12.96
Tata Arbitrage Fund Direct Growth	Arbitrage Fund	5000	5,925	4.96	5.65
Tata Money Market Fund Direct Growth	Money Market Fund	5000	9,575	5.71	4.76

Disclaimer: The above-mentioned top funds are for informational purposes only and are not recommendations. The funds are based on 5-yr CAGR dated 20th March 2023, which is subject to change frequently. Check out real-time data in the Mutual Funds section on Angel One.

Tata Large and Mid Cap Fund Direct-Growth Plan

As the name suggests, the fund offers a diversified investment opportunity in large and mid-cap funds. This is relatively less riskier compared to large cap funds because of their exposure in mid-cap companies.

The fund tracks the performance of NIFTY LargeMidcap 250 - TRI.

Tata Infrastructure Direct Plan-Growth

It is an equity fund that targets construction and infrastructure company shares. The risk exposure is higher for the fund because of sectoral concentration. Investors with advanced understanding of the sector and the macro trends of the market should consider investing.

The minimum investment amount is fixed at Rs. 5000 lump sum and Rs.150 for SIP.

Tata S&P BSE Sensex Index Direct

With an AUM of Rs. 174 crore it is a small size fund. Tata S&P BSE Sensex Index fund is an equity fund with 99% of funds allotted to equities.

Minimum Investment requirements are Rs.5000 in a lump sum and Rs. 150 in SIP.

Tata Arbitrage Fund Direct-Growth

It is a hybrid fund with a sizable investment in the debt security market. In terms of risks, the fund is low risk as compared to equity and other debt funds.

The minimum investment requirements are Rs. 5000 in a lump sum. Investing via SIP is also allowed.

Tata Money Market Fund Direct-Growth

Tata Money Market Fund is a short-term debt security fund that invests in securities such as treasury bills and commercial papers. The fund allocates >99% of funds in various debt securities.

The minimum investment requirement is Rs. 5000 for lump sum investors and Rs. 500 for SIP investors.

Mutual Funds Calculators

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FAQs

Should I invest in the Tata Mutual Fund scheme?

Whether you should invest in Tata Mutual Funds schemes or not depends on your goals. In addition to assessing their returns over several timelines, evaluate the schemes based on risk, volatility, returns, the fund manager’s experience, and your own return expectations and risk tolerance.

How to start Tata Mutual Fund SIP online?

There are two ways to do this. For a hassle-free investing experience, you can invest in Tata Mutual Funds SIP online through Angel One app or web platform. This will allow you to track all your investments in one place. Alternatively, you can start investing in Tata Mutual Funds SIP online through AMC’s official website.

How to redeem Tata Mutual Funds online?

There are two ways of doing this. You can initiate your redemption request by visiting Angel One web platform or app. Alternatively, you can also redeem your investments by visiting the AMC website.

How much time does it take to redeem Tata Mutual Fund?

The proceeds of equity, debt, and conservative hybrid funds are generally transferred to your registered bank account within 2-4 working days of the withdrawal initiation. Redemption of liquid funds takes 1-2 working days.

What are the redemption charges of Tata Mutual Fund?

This depends on the individual scheme’s exit load. For more details, you can read the mutual fund scheme document.

How to increase the SIP amount in Tata Mutual Fund?

You can increase the SIP amount in Tata Mutual Funds in two ways. First, by visiting the AMC's website. Second, go to the Mutual Funds section on https://www.angelone.in/mutual-funds or the Angel One App.

How can I get the Tata Mutual Fund statement?

You can get the Tata Mutual Funds account statement on Angel One App or web platform. Simply head to the Mutual Fund section. Alternatively, you can get the statement by visiting the AMC’s official website.

Are Tata Mutual Fund schemes tax-free?

Tata India Tax Savings Fund is an ELSS (Equity Linked Savings Scheme) fund from the Tata Mutual Funds. This allows you to claim a tax deduction of up to Rs. 1.5 lakh per financial year under Section 80C of the Income Tax Act, 1961. You can deduct this from your total income.