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Tata Mutual Fund

Tata Mutual Fund is a dominant force in the mutual fund sector and is a member of one of India's best-known companies, the Tata Group. The Tata AMC's schemes are among India's essential mutual fund plans because of their consistency, adaptability, and stability. Tata Mutual Funds are divided into three categories: equity funds, debt funds, and hybrid funds. Each category has a unique investment goal, style, and set of benefits investors can take advantage of. It strives to achieve the investors' financial objectives and, thus, offers a variety of goal-based funds.

  • Equity
  • Hybrid
  • Elss
  • Debt
  • Other
Mutual Fund Schemes
Category
5Y Returns
AUM
(in Cr.)
Compare
equity
24%
₹6,463

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equity
24%
₹6,463

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equity
24%
₹6,463

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equity
22%
₹6,463

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equity
22%
₹6,463

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equity
22%
₹6,463

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equity
15%
₹515

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equity
15%
₹515

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equity
15%
₹515

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equity
14%
₹257

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hybrid
10%
₹3,315

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hybrid
10%
₹3,315

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hybrid
10%
₹3,315

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hybrid
10%
₹3,315

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hybrid
10%
₹3,315

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hybrid
9%
₹3,315

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hybrid
8%
₹3,315

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hybrid
8%
₹3,315

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hybrid
8%
₹3,315

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hybrid
8%
₹3,315

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elss
12%
₹3,192

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elss
12%
₹3,192

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elss
12%
₹3,192

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elss
11%
₹3,192

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elss
10%
₹3,192

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elss
10%
₹3,192

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debt
7%
₹254

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debt
7%
₹254

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debt
7%
₹254

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debt
6%
₹254

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debt
6%
₹254

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debt
6%
₹254

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debt
6%
₹2,263

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other
11%
₹270

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other
10%
₹270

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other
7%
₹1,616

Add to Compare

other
7%
₹1,299

Add to Compare

other
7%
₹168

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other
6%
₹168

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Result Showing 1-10 of 125 Mutual Funds

Key Information about Tata Mutual Fund

Mutual Fund NameTata Mutual Fund
OfficeRegistered Office 1903, B Wing, Parinee Crescenzo, G Block, Bandra Kurla Complex, Bandra East, Mumbai - 400 051
Email Idkiran@tataamc.com
Phone No.+91 (22) 66578282
Fax+91 (22) 22613782
Websitewww.tatamutualfund.com
Set up dateJun 30, 1995
Mutual Fund TypePvt. Sector - Indian
AMC incorporation DateMar 15, 1994
CityMumbai

Fund Managers

MS

Ms. Meeta ShettyAssistant Fund Manager

Lets have a closer look

A mutual fund is a corporation that raises funds from multiple investors and invests the accumulated amount in stocks, bonds, short-term loans and correlated assets. The portfolio of a mutual fund is made up of all of the funds holdings

Tata Digital India Fund - IDCW - Direct Plan

Tata Asset Management Private Limited

5000

Min Investment Amt

6463.67

AUM

24 %

5Y Returns

Tata Digital India Fund - IDCW Payout - Direct Plan

Tata Asset Management Private Limited

5000

Min Investment Amt

6463.67

AUM

24 %

5Y Returns

Tata Digital India Fund - Growth - Direct Plan

Tata Asset Management Private Limited

5000

Min Investment Amt

6463.67

AUM

24 %

5Y Returns

Tata Digital India Fund - Regular Plan - IDCW Payout

Tata Asset Management Private Limited

5000

Min Investment Amt

6463.67

AUM

22 %

5Y Returns

Tata Digital India Fund - Regular Plan - IDCW

Tata Asset Management Private Limited

5000

Min Investment Amt

6463.67

AUM

22 %

5Y Returns

About Tata Mutual Fund

Mutual funds are essential investment vehicles made up of the money of several individuals sharing a similar financial objective. A fund manager oversees the money collected from different investors and invests it in various financial instruments, including business stocks, bonds, and shares.

One of India's most reputable and well-regarded mutual fund companies is Tata Mutual Funds. It provides investment possibilities for many societal groups like salaried workers, business owners, retirees, homemakers, conservative capital creators, and aggressive investors. The goal of TATA MF is to produce consistent long-term returns on its assets through the use of an open and well-defined methodology for risk management.

To provide investment solutions that would aid investors in financial planning and wealth growth, Tata Mutual Fund was founded in 1994. It started small but has become one of India's top Asset Management Companies.

TATA MF provides a wide selection of close-ended funds, solution-oriented schemes, and mutual fund products in the equity, debt, and hybrid categories. It uses its intellectual capital and robust risk management to produce consistent profits on its product offerings. Tata Mutual Fund strives for overall excellence within the framework of robust risk controls that are open and visible.

Types of TATA Mutual Funds

TATA Mutual Funds offers 227 schemes spread over various categories based on certain characteristics such as asset class, structure, investment objectives, and risk. The type of TATA mutual funds are:  

Equity

These are funds that invest in company equities and shares. TATA mutual funds offer substantial returns but are regarded as high-risk. Speciality funds for equity investments can be found in the banking, fast-moving consumer goods, and infrastructure sectors, to name a few. TATA mutual fund offers 91 schemes under equity.

Debt

These funds invest in fixed income assets like government bonds, corporate debentures, and other debt instruments. They offer fixed returns and are regarded as secure investments. These funds do not withhold taxes from investors' earnings at the source. Thus, if those earnings exceed INR. 10,000, the investor is responsible for covering the tax bill. TATA MF offers 100 schemes under debt. 

Hybrid

Tata Motors Mutual Fund offers 28 schemes under the hybrid category. These funds invest across a range of asset classes. In some situations, the ratio of equity to debt is higher than in others, and vice versa. This creates a balance between risk and reward. This is true because the risk in the debt markets is smaller than in equity markets. 

Liquid

This type of TATA MF, invests money primarily in short- or extremely short-term products, such as T-Bills, CPs, etc., to provide liquidity. They are regarded as low-risk investments with moderate returns best suited for investors with short investment horizons. There are four schemes with promising performance.

ELSS or Tax-Saving

These funds primarily invest in stock shares. Under the Income Tax Act, investments made in these funds are eligible for deductions. They are regarded as having high risk, but if the fund does well, this TATA mutual fund provides investors with returns in increased profits. Four schemes are offered under this category.

Overnight Funds 

Debt funds that invest in securities with a one-day residual maturity are known as overnight funds. SEBI's mutual fund reclassification initiative included the introduction of this new category of debt funds in 2018. Four schemes are offered under this scheme.

How can you invest in TATA Mutual Funds?

With TATA mutual funds in charge of your portfolio, you will experience a diversification in your portfolio with minimal risk. The process to invest in these funds is mentioned above:

Online Investment

The following steps must be followed while investing in TATA mutual funds online:

  • One can log in to their account on the official TATA mutual fund website. 
  • Scroll through the schemes mentioned in the ‘Products’ section
  • Choose the best fit for you
  • Fill in the required details in the application form
  • Upload the scanned copies of documents for KYC
  • Proceed to the payment section and make your initial deposit
  • You will be guided to your portfolio

Documents to Invest in TATA Mutual Fund

The documents required to invest in TATA mutual funds are:

Identity Proof 

Any one of the following documents may be submitted:

  • Permanent Account Number (PAN)
  • Passport
  • Voter card
  • Driving license
  • Aadhaar card
  • NREGA job card
  • Any other document approved by the Central Government

Address Proof

Any one of the following documents may be submitted:

  • Passport
  • Voter card
  • Driving license
  • Aadhaar card
  • NREGA job card
  • Any other document approved by the Central Government

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Frequently Asked Questions (FAQs)

How to redeem TATA mutual fund online?

Redeeming online is more straightforward and quicker than offline. Investors can redeem their assets immediately by logging onto their Tata mutual fund account. They can also withdraw their money from the platform they have invested in. The mutual fund schemes' NAV is used for redemption. Every day, the fund house determines and publishes the NAV of the mutual fund schemes.

TATA mutual fund is which sector mutual fund?

TATA mutual fund is a banking sector mutual fund.

What is the RIA code in TATA mutual fund?

RIA stands for Registered Investment Adviser. It allows TATA mutual funds to share the details of the transactions in the scheme with SEBI.

How to check TATA mutual fund status?

One can check their TATA mutual fund status by logging into the official website of TATA mutual funds or through the website used by you for investing.

How to stop SIP in TATA mutual fund online?

Investments in SIP can be halted both online and offline. One can send a letter to the CAMS or the Tata Mutual Fund office to stop the mutual fund SIP. They can also halt the mutual fund SIP by logging into their online Tata mutual fund account. Additionally, SIP investments can be stopped through several online investment portals.

How to get TATA mutual fund statement?

You must log in to TATA mutual fund’s official website or drop a text through the ‘Just SMS’ program on 57575. You can also speak with their customer care representatives on their official number: 022 6282 7777. Concurrently, you may also email them at their official email address: service@tataamc.com

How to activate a TATA mutual fund account?

One needs to fill out a registration or a Debit Mandate form and complete the required formalities.