Tata Mutual Funds
Tata Asset Management Private Limited (TAMPL) was founded in 1994. It looks after investments for Tata Mutual Fund, a fund company under the Tata Group. Tata Investment Corporation Limited owns 32.09% of the business, while Tata Sons Limited owns 67.91%. The company makes investments in fixed income, hybrid and equity funds. The organisation has about 20 fund managers working for it.
60 funds
Tata India Pharma & Healthcare Fund
Equity • Healthcare • Direct Growth3Y CAGR
26.25%
Expense ratio
0.62%
Returns vs category
N/A
Risk vs category
N/A
Tata Small Cap Fund
Equity • Small Cap • Direct Growth3Y CAGR
22.65%
Expense ratio
0.33%
Returns vs category
Risk vs category
Tata Mid Cap Fund
Equity • Mid Cap • Direct Growth3Y CAGR
21.98%
Expense ratio
0.64%
Returns vs category
Risk vs category
Tata Business Cycle Fund
Equity • Other • Direct Growth3Y CAGR
20.93%
Expense ratio
0.5%
Returns vs category
N/A
Risk vs category
N/A
Tata Value Fund
Equity • Value • Direct Growth3Y CAGR
19.90%
Expense ratio
0.8%
Returns vs category
Risk vs category
Tata Infrastructure Fund
Equity • Infrastructure • Direct Growth3Y CAGR
19.81%
Expense ratio
1.15%
Returns vs category
Risk vs category
Tata India Consumer Fund
Equity • Consumption • Direct Growth3Y CAGR
19.77%
Expense ratio
0.72%
Returns vs category
N/A
Risk vs category
N/A
Tata Dividend Yield Fund
Equity • Dividend Yield • Direct Growth3Y CAGR
19.13%
Expense ratio
0.56%
Returns vs category
N/A
Risk vs category
N/A
Tata Nifty India Digital ETF Fund of Fund
Equity • Technology • Direct Growth3Y CAGR
19.11%
Expense ratio
0.1%
Returns vs category
N/A
Risk vs category
N/A
Tata Resources & Energy Fund
Equity • Other • Direct Growth3Y CAGR
18.76%
Expense ratio
0.54%
Returns vs category
N/A
Risk vs category
N/A
About
AMC Summary
Tata Mutual Funds has assets under management of over Rs 1.76 lakh crore as of July 31, 2024. The fund house has managed mutual fund investments for over 48 lakh investors. The AMC’s age is 30 years and it has 60 mutual fund schemes.
About Tata Mutual Fund
Tata Mutual Fund comes under the Tata Group. Tata Asset Management Private Limited manages the fund. It is a joint venture of Tata Sons and Tata Investment Corporation. Tata Group started in 1868. It is one of India’s biggest companies. It operates in over 160 countries. As of July 2024, Tata Mutual Fund has assets valued at ₹1.76 lakh crore.
Tata Mutual Fund Key Information
Here are a few things to know about Tata Mutual Fund: • Mutual fund name: Tata Mutual Fund • Founding date: March, 1994 • Headquarters: Mumbai • Trustee organisation: Tata Trustee Company Private Ltd • MD and CEO: Prathit Bhobe • Chief Investment Officer: Rahul Singh
How to invest in Tata Mutual Fund
Investing in Tata Mutual Fund can be both online and offline:
Offline
- You need to head to an authorised distributor or the closest Tata Mutual Fund branch. There, you have to fill in the application.
- One that’s done, submit the application with the required documents.
Online
Here you need to complete all your KYC requirements, such as submitting your PAN, Aadhaar, or other government-issued identity and address proof.
- Go to the Tata Mutual Fund website or an authorised online platform.
- Check the various schemes on offer and choose the one that best suits your financial needs.
- then either choose a Systematic investment Plan (SIP) or a one-time lump payment.
- Once you make the payment, you can track your portfolio online.
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Frequently Asked Questions
How can I get the Tata Mutual Fund statement?
You can obtain your Tata Mutual Fund statement using your registered email address or by going to their official website. You can also use your PAN and registered email address to request it through CAMS or KFintech.
How much time does it take to redeem Tata Mutual Fund?
Redeeming a Tata Mutual Fund takes anywhere between one and three working days, depending on the type of fund you want to redeem.
How to increase the SIP amount in Tata Mutual Fund?
To increase your SIP amount, you need to go to your investing platform or the Tata Mutual Fund website. There you can change the SIP amount.
How to redeem Tata Mutual Funds online?
To redeem, you need to sign in to your account on the Tata Mutual Fund website or Upstox app. Then you just have to choose the scheme you want to redeem.
How to start Tata Mutual Fund SIP online?
Visit the Tata Mutual Fund website or Upstox app. From there, choose the scheme of your choice. Finish your KYC, decide on the SIP amount and duration, and set up an automatic withdrawal from your bank account.
Should I invest in the Tata Mutual Fund scheme?
Tata Mutual Fund has various schemes for different categories of investors. The decision to invest should be based on your financial goals and risk tolerance ability.
What are the redemption charges of Tata Mutual Fund?
The redemption charges depend on the mutual fund scheme you want to redeem. They vary from scheme to scheme.
What determines the taxes on mutual fund returns?
Debt funds are taxed according to the investor’s income tax slab. Equity funds are taxed at 12.5% for long-term capital gains after the initial exemption of up to Rs 1.25 lakh. For short-term capital gains, the tax is 20%.
What is the best Tata Mutual Fund?
The best Tata Mutual Fund will depend on what the investor wants. While some funds can be good for high returns, others can be safe. Always consider your goal and ability to take risks before choosing a fund.