Best Tata Mutual Fund Schemes

Fund Name
Ratings
Ratings in Descending
Rating in Ascending
Risk
Risk in Descending
Risk in Ascending
3Y Returns
Three Years Returns in Descending
Three Years Returns in Ascending
AUM
Asset Under Management in Descending
Asset Under Management in Ascending

TATA Small Cap Fund

Equity Small Cap Fund

5

Very High

29.24%

₹9,319.04 cr.

TATA Small Cap Fund Direct Plan Reinvestment of IDCW Reinvestment

Equity Small Cap Fund

5

Very High

29.24%

₹9,319.04 cr.

TATA Smallcap Fund Direct Plan Payout of IDCW Payout

Equity Small Cap Fund

5

Very High

29.24%

₹9,319.04 cr.

TATA Infrastructure Fund

Equity Sectoral / Thematic

0

Very High

29.08%

₹2,606.33 cr.

TATA Infrastructure Fund Direct Plan Payout of IDCW Payout

Equity Sectoral / Thematic

0

Very High

29.08%

₹2,606.33 cr.

TATA Infrastructure Fund Direct Plan Reinvestment of IDCW Reinvestment

Equity Sectoral / Thematic

0

Very High

29.08%

₹2,606.33 cr.

TATA Business Cycle Fund

Equity Sectoral / Thematic

0

Very High

24.45%

₹2,977.08 cr.

TATA Business Cycle Fund Direct Plan IDCW Payout Payout

Equity Sectoral / Thematic

0

Very High

24.45%

₹2,977.08 cr.

TATA Business Cycle Fund Direct Plan IDCW Reinvestment

Equity Sectoral / Thematic

0

Very High

24.45%

₹2,977.08 cr.

TATA India Pharma and Health Care Fund Direct Plan Payout of IDCW Payout

Equity Sectoral / Thematic

0

Very High

23.33%

₹1,208.25 cr.

TATA India Pharma and Healthcare Fund

Equity Sectoral / Thematic

0

Very High

23.33%

₹1,208.25 cr.

TATA India Pharma and Health Care Fund Direct Plan Reinvestment of IDCW Reinvestment

Equity Sectoral / Thematic

0

Very High

23.33%

₹1,208.25 cr.

TATA Equity P/E Fund

Equity Value Fund

3

Very High

22.44%

₹9,173.11 cr.

TATA Equity P/E Fund Direct Plan Payout of IDCW B (10%) Payout

Equity Value Fund

3

Very High

22.44%

₹9,173.11 cr.

TATA Equity P/E Fund Direct Plan Reinvestment of IDCW B (10%) Reinvestment

Equity Value Fund

3

Very High

22.44%

₹9,173.11 cr.

TATA Equity P/E Fund Direct Plan Payout of IDCW A (5%) Payout

Equity Value Fund

3

Very High

22.39%

₹9,173.11 cr.

TATA Equity P/E Fund Direct Plan Reinvestment of IDCW A (5%) Reinvestment

Equity Value Fund

3

Very High

22.39%

₹9,173.11 cr.

TATA Mid Cap Growth Fund

Equity Mid Cap Fund

1

Very High

22.3%

₹4,636.68 cr.

TATA Mid Cap Growth Fund Direct Plan IDCW Payout

Equity Mid Cap Fund

1

Very High

22.3%

₹4,636.68 cr.

TATA Mid Cap Growth Fund Direct Plan IDCW Reinvestment

Equity Mid Cap Fund

1

Very High

22.3%

₹4,636.68 cr.

TATA India Consumer Fund

Equity Sectoral / Thematic

0

Very High

20.87%

₹2,521.62 cr.

TATA India Consumer Fund Direct Plan Payout of IDCW Payout

Equity Sectoral / Thematic

0

Very High

20.87%

₹2,521.62 cr.

TATA India Consumer Fund Direct Plan Reinvestment of IDCW Reinvestment

Equity Sectoral / Thematic

0

Very High

20.87%

₹2,521.62 cr.

TATA Dividend Yield Fund Direct Plan IDCW Reinvestment

Equity Dividend Yield Fund

0

Very High

19.1%

₹1,047.80 cr.

TATA Dividend Yield Fund Direct Plan IDCW Payout Payout

Equity Dividend Yield Fund

0

Very High

19.1%

₹1,047.80 cr.

TATA Dividend Yield Fund

Equity Dividend Yield Fund

0

Very High

19.1%

₹1,047.80 cr.

TATA Large and Mid Cap Fund Direct Plan Payout of IDCW Payout

Equity Large & Mid Cap Fund

3.5

Very High

18.81%

₹8,677.04 cr.

TATA Large and Mid Cap Fund Direct Plan Reinvestment of IDCW Reinvestment

Equity Large & Mid Cap Fund

3.5

Very High

18.81%

₹8,677.04 cr.

TATA Large and Mid Cap Fund

Equity Large & Mid Cap Fund

3.5

Very High

18.8%

₹8,677.04 cr.

TATA Focused Equity Fund

Equity Focused Fund

0

Very High

17.63%

₹1,956.63 cr.

About Tata Mutual Fund

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

Tata Mutual Fund 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 Managers

MS

Meeta Shetty

Fund Manager since Apr 2022 (2 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.

R

RahulSingh

Fund Manager since Apr 2022 (2 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 (8 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 (12 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.

How to Invest in Tata Mutual Fund via Angel One?

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.

  1. Search for the fund you want to invest in or, you can take a cue from the app.
  2. 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.
  3. Evaluate the level of risk of investing and weigh it against your risk appetite.
  4. 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.
  5. 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:

  1. Investment style: Lumpsum or SIP
  2. Desired mode of payment: UPI payment is most popular but you can also pay via Net Banking.
  3. 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.

Documents Required To Invest in Tata Mutual Fund

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:

  1. PAN Card Details (Mandatory)
  2. Personal Information (Full Name, Mobile Number, Email Address)
  3. Address Proof – We recommend using your Aadhar Card, including both front and back sides.
  4. Bank Account Details, including a cancelled cheque if required.
  5. Nominee details and FATCA Declarations

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.

Top 10 Tata Mutual Fund to Invest

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

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

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

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

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

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

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

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

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

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

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.

Mutual Funds Calculators

Tata Mutual Fund 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?

You can invest in Tata Mutual Fund SIP Online in two ways. 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?

You can redeem your Tata MF Online in two ways. 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 ₹1.5 lakh per financial year under Section 80C of the Income Tax Act, 1961. You can deduct this from your total income.

How to calculate the Tata Mutual Fund returns?

You can calculate the return of Tata Mutual Fund by using an online mutual funds returns calculator, which helps investors estimate the potential returns on their mutual fund investments.

Can I use the Mutual Fund calculator to estimate the return on investment?

Yes. To plan your finances more effectively, you can estimate the returns on your investment in the scheme of Tata Mutual Fund. The calculator on Angel One can help you. All you have to do is, enter your desired investment, expected rate of return, and duration. You will instantly get the estimated returns you can earn from investing in an Tata MF Scheme.