| Risk | Moderate |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 1.24% |
| NAV | ₹35.4 (18 Jul 2019) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹142 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 8.2% |
| RBL Bank Ltd. | Financial | Fixed Deposits | 5.6% |
| ITC Ltd. | FMCG | Equity | 5.3% |
| Reliance Industries Ltd. | Energy | Equity | 4.6% |
| IDFC First Bank Ltd. | Financial | Fixed Deposits | 4.2% |
| Tata Consultancy Services Ltd. | Technology | Equity | 3.7% |
| ICICI Bank Ltd. | Financial | Equity | 3.6% |
| Jamnagar Utilities and Power Pvt. Ltd. | Engineering | Debenture | 3.6% |
| National Highways Authority of India Ltd. | Services | NCD | 3.5% |
| Sikka Ports and Terminals Ltd. | Energy | Debenture | 3.5% |
Tata Mutual Fund started their mutual fund on 30/06/1995 and its managing total assets of ₹44,897 Cr. Its ranked at 13 as per total assets at end of 30th Sep 2017.
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.