Established in 1994, Tata Asset Management Limited is one of the leading asset management companies in India. It is a subsidiary of Tata Sons Limited, which ranks among the largest conglomerates in the country. Headquartered in Mumbai, the AMC has been known for providing comprehensive services and investment opportunities to its clients.

With a total Asset Under Management (AUM) of Rs. 1,49,504 Crore, the Tata Mutual Fund offers 54 schemes including equity, debt and hybrid funds. All these have helped the AMC earn the reputation of having high-performing funds and actively managed portfolios.

Best Tata Mutual Funds

Equity Funds
Debt Funds
Hybrid Funds

Fund Name	AUM	1 Yr Return	Exp. Ratio
Tata Small Cap Fund Direct Growth	₹9203 Cr	9.31%	0.30%	Invest
Tata India Pharma & Healthcare Fund Direct Growth	₹1184 Cr	16.60%	0.72%	Invest
Tata Infrastructure Fund Direct Plan Growth	₹2033 Cr	-6.34%	1.17%	Invest
Tata Banking & Financial Services Fund Direct Growth	₹2548 Cr	19.05%	0.53%	Invest
Tata Business Cycle Fund Direct Growth	₹2735 Cr	3.49%	0.54%	Invest
Tata Equity P/E Fund Direct Plan Growth	₹8004 Cr	5.86%	0.70%	Invest
Tata India Consumer Fund Direct Growth	₹2208 Cr	13.47%	0.78%	Invest
Tata Mid Cap Growth Fund Direct Plan Growth	₹4333 Cr	4.69%	0.68%	Invest
Tata Large & Mid Cap Fund Direct Plan Growth	₹8058 Cr	6.55%	0.55%	Invest
Tata Dividend Yield Fund Direct Growth	₹905 Cr	2.85%	0.75%	Invest
Tata Flexi Cap Fund Direct Growth	₹2967 Cr	12.44%	0.68%	Invest
Tata ELSS Tax Saver Fund Growth Direct Plan	₹4335 Cr	8.88%	0.61%	Invest
Tata Focused Equity Fund Direct Growth	₹1709 Cr	6.30%	0.65%	Invest
Tata Large Cap Fund Direct Plan Growth	₹2453 Cr	6.29%	1.04%	Invest
Tata Resources & Energy Fund Direct Growth	₹1048 Cr	6.12%	0.59%	Invest
Tata Nifty 50 Index Fund Direct Plan	₹1140 Cr	6.72%	0.19%	Invest
Tata BSE Sensex Index Fund Direct Plan	₹370 Cr	6.49%	0.27%	Invest
Tata Ethical Fund Direct Plan Growth	₹3216 Cr	2.28%	0.68%	Invest
Tata Digital India Fund Direct Growth	₹10996 Cr	3.19%	0.34%	Invest
Tata Housing Opportunities Fund Direct Growth	₹508 Cr	0.14%	0.75%	Invest

List of Tata Asset Management Limited Fund Managers

Name	Experience	Schemes	AUM (Cr)
Akhil Mittal	15 Years	37	---
Sonam Udasi	12 Years	11	---
Amey Sathe	14 Years	15	---
Sailesh Jain	15 Years	25	---
Murthy Nagarajan	20 Years	35	---
Satish Mishra	13 Years	11	---
Chandraprakash Padiyar	19 Years	7	---
Amit Somani	18 Years	26	---
Meeta Shetty	13 Years	19	---
Abhinav Sharma	15 Years	9	---
Abhishek Sonthalia	12 Years	31	---

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Key information about Tata Mutual Fund

Address

Registered Address: Mulla House, Ground Floor, 51, M.G. Road, Near Flora Fountain, Mumbai: 400 001, Maharashtra.

Monday to Friday 9:00 AM to 5:30 PM (Office timings)

Phone Number

(022) 6282 7777

70457 48282 (WhatsApp number)

Make sure to text them on their WhatsApp number from your registered mobile number, and ensure to call them within their office timings.

Email ID

service@tataamc.com

Compare Tata Mutual Fund with other AMCs

AMC	AUM(in Cr)	AUM change (1M)	AUM Rank
Zerodha	₹914.6 Cr	- ₹37.4 Cr	3/45	Invest
ICICI	₹8L Cr	- ₹33.5K Cr	4/45	Invest
SBI	₹7.4L Cr	- ₹25.7K Cr	5/45	Invest
HDFC	₹7.6L Cr	- ₹41.8K Cr	6/45	Invest
Kotak	₹4.6L Cr	- ₹23.1K Cr	7/45	Invest
Nippon	₹3.9L Cr	- ₹23.4K Cr	8/45	Invest
Aditya Birla Sun Life	₹3.7L Cr	- ₹7.6K Cr	9/45	Invest
Axis	₹3.1L Cr	- ₹14K Cr	10/45	Invest

How to Start Investing with Tata Mutual Fund with INDmoney?

You can seamlessly invest in Tata Mutual Funds through INDmoney. To start investing today, follow these simple steps:

Step 1: Download the INDmoney app and create your free investment account by completing your KYC ( Know Your Customer).

Step 2: Once you create your account, search for ‘Tata Mutual Fund’ or open the ‘Mutual Fund’ section.

Step 3: Choose any Tata Mutual Fund by looking at aspects like past returns, volatility, downside capture ratio, AUM, Expense ratios and underlying stocks and sectors.

Step 4: You can choose to set up SIP in any Tata Mutual Fund or even invest as a lump sum. Once you are on the individual Tata Mutual Fund page, click on "One-time" for lump sum investment or "SIP" for a systematic investment plan.

Step 5: Choose the amount that you want to invest as SIP or Lump Sum.

Step 6: Set up payments. If you choose to set up SIP in any Tata Mutual Fund, you can do a free automatic pay set-up via bank mandate or UPI. If you choose to invest in a lump sum (one-time) then you can pay via UPI, net banking, NEFT or RTGS.

Frequently asked questions

What documents are required for investing in a Tata mutual fund?

You must submit the following documents before starting to invest in a Tata mutual fund:

Identity proof
Address proof
Occupation details
Financial status

How can I calculate the SIP of Tata Mutual Fund easily?

Yes, you can easily calculate the SIP of Tata Mutual Fund by using INDmoney's Tata Mutual Fund SIP calculator. Simply select a scheme, SIP frequency and the amount you wish to invest. The calculator will instantly show you the expected returns.

Is it safe to invest in Tata Mutual Funds?

Tata Mutual Funds are registered under the SEBI, which ensures strict monitoring of all transactions taking place to and from this AMC. However, please note that all mutual funds are subject to market risks.

Who are the fund managers of Tata Mutual Fund?

The following are some of the top fund managers working under the Tata Mutual Fund:

Arvind Kumar Chetty
Abhishek Sonthalia
Meeta Shetty
Sailesh Jain
Amit Somani

What are the top-performing Tata Mutual Funds?

Some of the top-performing Tata Mutual Funds include the following: