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Tata Mutual Fund

AUM
₹2,25,716.72 cr.
No. of Schemes
189
AMC Age
31Yrs
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 scheTata 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

List of Top Tata Mutual Fund Schemes

Fund Name
NAV
Expenses Ratio
1y Return
3Y Returns
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Fund Size (in 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 Mr. Padmanabhan Ramanathan
Investor Service Officer Ms Kashmira Kalwachwala

Tata Mutual Fund Managers

KM

Kapil Menon

Fund Manager since Jul 2024 (2 years)

AM

Akhil Mittal

Fund Manager since Aug 2023 (3 years)

TP

Tapan Patel

Fund Manager since Mar 2024 (2 years)

AS

Amit Somani

Fund Manager since Aug 2023 (3 years)

SJ

Sailesh Jain

Fund Manager since Aug 2023 (3 years)

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

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.

1. Tata Small Cap Fund

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.

2. Tata India Pharma & Healthcare Fund

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.

3. Tata Infrastructure Fund

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.

4. Tata Business Cycle Fund

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.

5. Tata Equity P/E Fund

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.

6. Tata Mid Cap Growth Fund

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.

7. Tata India Consumer Fund

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.

8. Tata Banking & Financial Services Fund

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.

9. Tata Large & Mid Cap Fund

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.

10. Tata Focused Equity Fund

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.

Mutual Funds Calculators

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Tata Mutual Fund FAQs

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