Tata is one of the most trusted brands in India and has been successful in every field it has ventured to. Tata Mutual fund is known for its world-class service across the country and it has made a mark in the minds of investors.
It offers funds across various categories like, equity, debt, hybrid and sectoral. The motto of this AMC is to propel investing among the retail investors irrespective of their risk appetite, ideal investment duration, profession, salary or gender.
They believe in following a value-based investment methodology which enables them to attain consistent results over the years. They also believe in flexibility, by offering a large variety of funds across various market capitalization. Stability and integrity is one of the main pillar of business for Tata Mutual Fund and they believe in keeping an investor's money in the best possible hands.
Key information
| Mutual fund | Tata Mutual Fund | ||
|---|---|---|---|
| Asset management company | Tata Asset Management Ltd. | ||
| Set up | 30 June 1995 | ||
| Incorporated | 15 March 1994 | ||
| Sponsors | Tata Sons Ltd. | Tata Investment Corp. Ltd. | |
| Trustee | Tata Trustee Company Private Ltd. | ||
| Name of trustees | Mr. Pratip Kar(Chairman) | Mr. Cyrus F Vachha(Independent Director) | Mr. Shuva Mandal(Associate Director) |
| Chairman | Mr. Rajiv Sabharwal | ||
| MD and CEO | Mr. Prathit Bhobe | ||
| CIO | Mr. Rahul Singh | ||
| Investor Service Officer | Ms. Kashmira Kalwachwala | ||
| Compliance Officer | Mr. Upesh Shah |
— Registered with SEBI, AMFI & BSE
— Paperless sign up on web & app
— Expert recommendations
— ZERO fees !
How can you invest in Tata Mutual Funds?
| Fund Name | Category | Risk | 1Y Returns | Rating | Fund Size(in Cr) | |
|---|---|---|---|---|---|---|
| Tata India Tax Savings Fund | Equity | Moderately High | -2.6% | 5star | ₹1,807 | |
| Tata Retirement Savings Fund - Conservative Plan | Solution Oriented | Moderately High | 4.2% | 5star | ₹131 | |
| Tata Retirement Savings Fund - Progressive Plan | Solution Oriented | Moderately High | -6.7% | 5star | ₹625 | |
| Tata Retirement Savings Fund - Moderate Plan | Solution Oriented | Moderately High | -6.1% | 5star | ₹1,049 | |
| Tata Balanced Advantage Fund | Hybrid | Moderately High | N.A | 4star | ₹601 | |
| Tata India Consumer Fund | Equity | High | -14.3% | 4star | ₹1,280 | |
| Tata Digital India Fund | Equity | High | 0.9% | 4star | ₹416 | |
| Tata Banking And Financial Services Fund | Equity | High | 1.2% | 4star | ₹322 | |
| Tata Equity P/E Fund | Equity | Moderately High | -9.9% | 4star | ₹5,175 | |
| Tata Small Cap Fund | Equity | Moderately High | N.A | 3star | ₹231 | |
| Tata Ethical Fund | Equity | Moderately High | -7.9% | 3star | ₹525 | |
| Tata Mid Cap Growth Fund | Equity | Moderately High | -4.9% | 3star | ₹653 | |
| Tata Large Cap Fund | Equity | Moderately High | -3.1% | 3star | ₹771 | |
| Tata Hybrid Equity Fund | Hybrid | Moderately High | -1.1% | 3star | ₹4,342 | |
| Tata Dynamic Bond Fund | Debt | Moderate | 9.5% | 3star | ₹367 | |
| View All Top Performing Tata Mutual Funds |
Top Fund Managers
Now let us jump and check about these top 10 mutual fund schemes.
Fund Performance: This fund has consistently beaten its benchmark in ELSS segment and provided 9.46% annualized returns in the last 3 years. In the last 1 year, it gave -2.57% returns.
Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -2.57% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.
| Launch Date | 13 Oct 2014 |
|---|---|
| Min Investment Amt | ₹NaN |
| AUM | ₹1,807Cr |
| 1Y Returns | -2.6% |
Fund Performance: This fund has consistently beaten its benchmark in Retirement segment and provided 8.09% annualized returns in the last 3 years. In the last 1 year, it gave 4.18% returns.
Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 4.18% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Solution Oriented mutual fund in India.
| Launch Date | 08 Jan 2013 |
|---|---|
| Min Investment Amt | ₹NaN |
| AUM | ₹131Cr |
| 1Y Returns | 4.2% |
Fund Performance: This fund has consistently beaten its benchmark in Retirement segment and provided 11.44% annualized returns in the last 3 years. In the last 1 year, it gave -6.66% returns.
Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -6.66% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Solution Oriented mutual fund in India.
| Launch Date | 08 Jan 2013 |
|---|---|
| Min Investment Amt | ₹NaN |
| AUM | ₹625Cr |
| 1Y Returns | -6.7% |
Fund Performance: This fund has consistently beaten its benchmark in Retirement segment and provided 9.8% annualized returns in the last 3 years. In the last 1 year, it gave -6.11% returns.
Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -6.11% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Solution Oriented mutual fund in India.
| Launch Date | 08 Jan 2013 |
|---|---|
| Min Investment Amt | ₹NaN |
| AUM | ₹1,049Cr |
| 1Y Returns | -6.1% |
Fund Performance: This fund has consistently beaten its benchmark in Dynamic Asset Allocation segment and provided -100% annualized returns in the last 3 years. In the last 1 year, it gave -100% returns.
Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -100% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹150. This is one of the best Hybrid mutual fund in India.
| Launch Date | 22 Jan 2019 |
|---|---|
| Min Investment Amt | ₹NaN |
| AUM | ₹601Cr |
| 1Y Returns | -100.0% |
Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided 15.06% annualized returns in the last 3 years. In the last 1 year, it gave -14.29% returns.
Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -14.29% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.
| Launch Date | 27 Dec 2015 |
|---|---|
| Min Investment Amt | ₹NaN |
| AUM | ₹1,280Cr |
| 1Y Returns | -14.3% |
Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided 18.27% annualized returns in the last 3 years. In the last 1 year, it gave 0.92% returns.
Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 0.92% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.
| Launch Date | 27 Dec 2015 |
|---|---|
| Min Investment Amt | ₹NaN |
| AUM | ₹416Cr |
| 1Y Returns | 0.9% |
Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided 15.32% annualized returns in the last 3 years. In the last 1 year, it gave 1.24% returns.
Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 1.24% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.
| Launch Date | 27 Dec 2015 |
|---|---|
| Min Investment Amt | ₹NaN |
| AUM | ₹322Cr |
| 1Y Returns | 1.2% |
Fund Performance: This fund has consistently beaten its benchmark in Value segment and provided 8.93% annualized returns in the last 3 years. In the last 1 year, it gave -9.93% returns.
Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -9.93% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.
| Launch Date | 31 Dec 2012 |
|---|---|
| Min Investment Amt | ₹NaN |
| AUM | ₹5,175Cr |
| 1Y Returns | -9.9% |
Fund Performance: This fund has consistently beaten its benchmark in Diversified segment and provided -100% annualized returns in the last 3 years. In the last 1 year, it gave -100% returns.
Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -100% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.
| Launch Date | 18 Oct 2018 |
|---|---|
| Min Investment Amt | ₹NaN |
| AUM | ₹231Cr |
| 1Y Returns | -100.0% |
Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided 4.22% annualized returns in the last 3 years. In the last 1 year, it gave -7.9% returns.
Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -7.9% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.
| Launch Date | 31 Dec 2012 |
|---|---|
| Min Investment Amt | ₹NaN |
| AUM | ₹525Cr |
| 1Y Returns | -7.9% |
Fund Performance: This fund has consistently beaten its benchmark in Mid Cap segment and provided 6.67% annualized returns in the last 3 years. In the last 1 year, it gave -4.91% returns.
Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -4.91% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.
| Launch Date | 31 Dec 2012 |
|---|---|
| Min Investment Amt | ₹NaN |
| AUM | ₹653Cr |
| 1Y Returns | -4.9% |
Fund Performance: This fund has consistently beaten its benchmark in Large Cap segment and provided 7.85% annualized returns in the last 3 years. In the last 1 year, it gave -3.12% returns.
Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -3.12% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.
| Launch Date | 31 Dec 2012 |
|---|---|
| Min Investment Amt | ₹NaN |
| AUM | ₹771Cr |
| 1Y Returns | -3.1% |
Fund Performance: This fund has consistently beaten its benchmark in Aggressive segment and provided 5.26% annualized returns in the last 3 years. In the last 1 year, it gave -1.15% returns.
Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -1.15% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Hybrid mutual fund in India.
| Launch Date | 31 Dec 2012 |
|---|---|
| Min Investment Amt | ₹NaN |
| AUM | ₹4,342Cr |
| 1Y Returns | -1.1% |
Fund Performance: This fund has consistently beaten its benchmark in Dynamic segment and provided 7.22% annualized returns in the last 3 years. In the last 1 year, it gave 9.51% returns.
Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 9.51% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Debt mutual fund in India.
| Launch Date | 31 Dec 2012 |
|---|---|
| Min Investment Amt | ₹NaN |
| AUM | ₹367Cr |
| 1Y Returns | 9.5% |
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