Tata Mutual Fund is a leading AMC in India. It is a part of the Tata Group, one of the largest conglomerates in India. The AMC offers mutual fund schemes across equity, debt, and hybrid categories. Read More
|
Fund Name
|
Ratings
 |
Risk
|
3Y Returns
|
AUM
|
|
|---|---|---|---|---|---|
|
TATA Small Cap Fund Equity Small Cap Fund |
Very High |
25.64% |
₹9,417.80 cr. |
||
|
TATA Small Cap Fund Direct Plan Reinvestment of IDCW Reinvestment Equity Small Cap Fund |
Very High |
25.64% |
₹9,417.80 cr. |
||
|
TATA Smallcap Fund Direct Plan Payout of IDCW Payout Equity Small Cap Fund |
Very High |
25.64% |
₹9,417.80 cr. |
||
|
TATA Infrastructure Fund Equity Sectoral / Thematic |
Very High |
25.44% |
₹2,055.75 cr. |
||
|
TATA Infrastructure Fund Direct Plan Payout of IDCW Payout Equity Sectoral / Thematic |
Very High |
25.44% |
₹2,055.75 cr. |
||
|
TATA Infrastructure Fund Direct Plan Reinvestment of IDCW Reinvestment Equity Sectoral / Thematic |
Very High |
25.44% |
₹2,055.75 cr. |
||
|
TATA Banking and Financial Services Fund Equity Sectoral / Thematic |
Very High |
24.3% |
₹2,751.84 cr. |
||
|
TATA Banking and Financial Services Fund Direct Plan Payout of IDCW Payout Equity Sectoral / Thematic |
Very High |
24.3% |
₹2,751.84 cr. |
||
|
TATA Banking and Financial Services Fund Direct Plan Reinvestment of IDCW Reinvestment Equity Sectoral / Thematic |
Very High |
24.3% |
₹2,751.84 cr. |
||
|
TATA Business Cycle Fund Equity Sectoral / Thematic |
Very High |
24.18% |
₹2,835.17 cr. |
||
|
TATA Business Cycle Fund Direct Plan IDCW Payout Payout Equity Sectoral / Thematic |
Very High |
24.18% |
₹2,835.17 cr. |
||
|
TATA Business Cycle Fund Direct Plan IDCW Reinvestment Equity Sectoral / Thematic |
Very High |
24.18% |
₹2,835.17 cr. |
||
|
TATA India Pharma and Health Care Fund Direct Plan Payout of IDCW Payout Equity Sectoral / Thematic |
Very High |
24.13% |
₹1,222.72 cr. |
||
|
TATA India Pharma and Healthcare Fund Equity Sectoral / Thematic |
Very High |
24.13% |
₹1,222.72 cr. |
||
|
TATA India Pharma and Health Care Fund Direct Plan Reinvestment of IDCW Reinvestment Equity Sectoral / Thematic |
Very High |
24.13% |
₹1,222.72 cr. |
||
|
TATA Mid Cap Fund Equity Mid Cap Fund |
Very High |
24.05% |
₹4,505.38 cr. |
||
|
TATA Mid Cap Growth Fund Direct Plan IDCW Payout Equity Mid Cap Fund |
Very High |
24.05% |
₹4,505.38 cr. |
||
|
TATA Mid Cap Growth Fund Direct Plan IDCW Reinvestment Equity Mid Cap Fund |
Very High |
24.05% |
₹4,505.38 cr. |
||
|
TATA Equity P/E Fund Direct Plan Payout of IDCW B (10%) Payout Equity Value Fund |
Very High |
23.18% |
₹8,228.43 cr. |
||
|
TATA Equity P/E Fund Direct Plan Reinvestment of IDCW B (10%) Reinvestment Equity Value Fund |
Very High |
23.18% |
₹8,228.43 cr. |
||
|
TATA Equity P/E Fund Equity Value Fund |
Very High |
23.17% |
₹8,228.43 cr. |
||
|
TATA Equity P/E Fund Direct Plan Payout of IDCW A (5%) Payout Equity Value Fund |
Very High |
23.13% |
₹8,228.43 cr. |
||
|
TATA Equity P/E Fund Direct Plan Reinvestment of IDCW A (5%) Reinvestment Equity Value Fund |
Very High |
23.13% |
₹8,228.43 cr. |
||
|
TATA India Consumer Fund Equity Sectoral / Thematic |
Very High |
22.56% |
₹2,324.86 cr. |
||
|
TATA India Consumer Fund Direct Plan Payout of IDCW Payout Equity Sectoral / Thematic |
Very High |
22.56% |
₹2,324.86 cr. |
||
|
TATA India Consumer Fund Direct Plan Reinvestment of IDCW Reinvestment Equity Sectoral / Thematic |
Very High |
22.56% |
₹2,324.86 cr. |
||
|
TATA Dividend Yield Fund Direct Plan IDCW Reinvestment Equity Dividend Yield Fund |
Very High |
20.59% |
₹929.50 cr. |
||
|
TATA Dividend Yield Fund Direct Plan IDCW Payout Payout Equity Dividend Yield Fund |
Very High |
20.59% |
₹929.50 cr. |
||
|
TATA Dividend Yield Fund Equity Dividend Yield Fund |
Very High |
20.59% |
₹929.50 cr. |
||
|
TATA Large and Mid Cap Fund Direct Plan Payout of IDCW Payout Equity Large & Mid Cap Fund |
Very High |
20.25% |
₹8,294.11 cr. |
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 | Mr. Padmanabhan Ramanathan |
| Investor Service Officer | Ms Kashmira Kalwachwala |
MS
Meeta Shetty
Fund Manager since Apr 2022 (3 years)
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Meeta Shetty joined Tata Asset Management Pvt. Ltd. as a Research Analyst and has over 15 years of industry experience. Prior to joining Tata Asset Management, she worked with Kotak Securities Ltd., HDFC Securities, Asian Market Securities and Dalal and Broacha Stock Broking. She holds a CFA certificate and a Bachelor’s degree in Economics.
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RahulSingh
Fund Manager since Apr 2022 (3 years)
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Rahul Singh is the Chief Investment Officer (CIO) - Equities at Tata Asset Management since October 2018. He holds a Bachelor of Technology in Mechanical Engineering from IIT Bombay and an MBA in Finance from IIM Lucknow. His extensive experience includes leadership roles at Standard Chartered and Citigroup.
CP
Chandraprakash Padiyar
Fund Manager since Sep 2018 (6 years)
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Chandraprakash Padiyar did his MBA from Symbiosis Institute of Business Management, Pune. Previously, he worked at UTI Mutual Fund and Alchemy Capital Management Pvt Ltd before joining Tata Mutual Fund as a Fund Manager.
SU
Sonam Udasi
Fund Manager since Apr 2016 (9 years)
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Sonam Udasi worked at Prime Securities, Brics Securities and IDBI Capital before joining Tata Mutual Fund as the Fund Manager.
SJ
Sailesh Jain
Fund Manager since Oct 2022 (2 years)
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Mr. Jain joined Tata Asset Management in November 2018 as the Fund Manager (Equities). He holds an MBA degree in Finance from Queensland University of Technology in Australia. Before Tata AM, he had worked as Senior VP Head of Equity Derivatives at IDFC Ltd and as VP - Inst Sales - Equity Derivatives at Quant Capital Pvt Ltd.
SM
Satish Chandra Mishra
Fund Manager since Jun 2017 (7 years)
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Mr. Mishra is the Assistant Fund Manager for Tata Resources & Energy Fund. He joined Tata Asset Management Ltd as a research analyst where he tracked Oil & Gas, Metals & Mining and Chemical sectors. He holds a B.Tech from IIT BHU and a PGDM from T A Pai Management Institute.
AS
Abhinav Sharma
Fund Manager since Jan 2012 (13 years)
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Mr. Sharma works at Tata Asset Management Ltd. as a Fund Manager. He was earlier an equity research analyst at HDFC Securities, JM Financial Asset Management Ltd and Lehman Brothers. He did a B.Tech. from IIT Roorkee and PGDBM from IIM Lucknow.
AS
Amey Sathe
Fund Manager since Jun 2018 (6 years)
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Mr. Sathe is an Assistant Fund Manager at Tata Asset Management Ltd. He started there in May 2015 as a Research Analyst. He is a Chartered Financial Analyst from the USA and has completed his Master of Management Studies from University of Mumbai.
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.
| Scheme | Category | AUM (in ₹ Cr) | 3-Yr Returns (%) | 1 Yr Return (%) |
| Tata Small Cap Fund | Equity | 9,699.24 | 22.34 | 7.96 |
| Tata India Pharma & Healthcare Fund | Equity | 1,211.73 | 20.78 | 10.52 |
| Tata Infrastructure Fund | Equity | 2,141.42 | 19.72 | -4.24 |
| Tata Business Cycle Fund | Equity | 2,740.43 | 19.25 | 2.64 |
| Tata Equity P/E Fund | Equity | 8,067.54 | 18.93 | 4.00 |
| Tata Mid Cap Growth Fund | Equity | 4,353.63 | 18.89 | 5.53 |
| Tata India Consumer Fund | Equity | 2,267.92 | 18.61 | 12.29 |
| Tata Banking & Financial Services Fund | Equity | 2,323.96 | 15.86 | 8.72 |
| Tata Large & Mid Cap Fund | Equity | 7,943.04 | 15.48 | 2.99 |
| Tata Focused Equity Fund | Equity | 1,739.43 | 15.18 | 5.61 |
Note: The above data is as of February 2025, and the selected funds have demonstrated the highest Compound Annual Growth Rate (CAGR) among Tata Mutual Funds over the past 3 years.
The Tata Small Cap Fund is an open-ended equity scheme that invests predominantly in small-cap companies. The fund aims to generate long-term capital appreciation by identifying fundamentally strong businesses within the small-cap universe.
Managed by Chandraprakash Padiyar and Jeetendra Khatri, the scheme is benchmarked against the NIFTY Smallcap 250 Total Return Index. The fund imposes an exit load of 1% if units are redeemed or switched out on or before 12 months from the date of allotment.
The Tata India Pharma & Healthcare Fund is an open-ended equity scheme that focuses on the pharmaceutical and healthcare sectors. The fund aims to capture growth opportunities in companies engaged in developing, producing, and distributing healthcare products and services.
Managed by Meeta Shetty and Rajat Srivastava, the scheme is benchmarked against the S&P BSE Healthcare Total Return Index. The fund imposes an exit load of 0.25% if units are redeemed or switched out within 30 days from the date of allotment.
The Tata Infrastructure Fund is an open-ended equity scheme that invests in companies associated with infrastructure development. The fund aims to provide long-term capital appreciation by identifying businesses positioned to benefit from infrastructure growth in India.
Managed by Abhinav Sharma, the scheme is benchmarked against the NIFTY Infrastructure Total Return Index. The fund imposes an exit load of 0.50% if units are redeemed or switched out within 90 days from the date of allotment.
The Tata Business Cycle Fund is an open-ended equity scheme that follows a business cycle-based investment strategy. The fund seeks to capture sector rotation opportunities by aligning the portfolio with prevailing phases of the business cycle.
Managed by Rahul Singh, Murthy Nagarajan, Sailesh Jain, and Kapil Malhotra, the scheme is benchmarked against the NIFTY 500 Total Return Index. The fund imposes an exit load of 1% if units are redeemed or switched out on or before 90 days from the date of allotment.
The Tata Equity P/E Fund is an open-ended equity scheme that follows a value investment strategy by investing in stocks with low price-to-earnings ratios. The fund seeks long-term capital appreciation by identifying undervalued opportunities in the equity market.
Managed by Sonam Udasi and Amey Sathe, the scheme is benchmarked against the NIFTY 500 Total Return Index. The fund imposes an exit load of 1% if units are redeemed or switched out on or before 365 days from the date of allotment.
The Tata Mid Cap Growth Fund is an open-ended equity scheme that invests primarily in mid-cap stocks. The fund aims to generate capital appreciation by identifying quality companies within the mid-cap segment with high growth potential.
Managed by Satish Chandra Mishra, the scheme is benchmarked against the NIFTY Midcap 150 Total Return Index. The fund imposes an exit load of 1% if units are redeemed or switched out on or before 365 days from the date of allotment.
The Tata India Consumer Fund is an open-ended equity scheme that focuses on the consumer and consumption-oriented sectors. The fund aims to benefit from long-term consumption growth trends across industries such as FMCG, retail, and automobiles.
Managed by Sonam Udasi and Aditya Bagul, the scheme is benchmarked against the NIFTY India Consumption Total Return Index. The fund imposes an exit load of 1% if units are redeemed or switched out on or before 365 days from the date of allotment.
The Tata Banking & Financial Services Fund is an open-ended equity scheme that invests in companies engaged in banking and financial services. The fund aims to capture growth opportunities across the BFSI segment.
Managed by Amey Sathe, the scheme is benchmarked against the NIFTY Financial Services Total Return Index. The fund imposes an exit load of 1% if units are redeemed or switched out on or before 365 days from the date of allotment.
The Tata Large & Mid Cap Fund is an open-ended equity scheme that invests in both large-cap and mid-cap stocks. The fund seeks to provide long-term capital appreciation by maintaining a balanced exposure across market capitalisations.
Managed by Chandraprakash Padiyar and Meeta Shetty, the scheme is benchmarked against the NIFTY LargeMidcap 250 Total Return Index. The fund imposes an exit load of 1% if units are redeemed or switched out on or before 365 days from the date of allotment.
The Tata Focused Equity Fund is an open-ended equity scheme that invests in a concentrated portfolio of up to 30 companies. The fund aims to generate long-term capital appreciation by focusing on high-conviction investment ideas across sectors.
Managed by Meeta Shetty and Kapil Malhotra, the scheme is benchmarked against the NIFTY 500 Total Return Index. The fund imposes an exit load of 1% if units are redeemed or switched out on or before 365 days from the date of allotment.
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