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刀塔2赛程查询

  • AUM ₹88,392 Crs
  • No. of schemes 42
  • AMC Age 27 yrs

About Tata Mutual Fund

Tata Mutual Fund is a part of the prestigious Tata Group of companies. Tata Mutual Fund's investments are managed by Tata Asset Management Private Ltd., which was established in March 1994. It has over 25 years of experience in investment solutions and offers a range of services to investors, including financial planning and fund management. In June 1995, Tata Mutual Fund was registered with the Securities and Exchange Board of India (SEBI). As of May 31, 2022, Tata Mutual Fund had an AUM of Rs 86,987.36 crores.

.....
  • Tata Mutual Fund offers around 70 mutual fund schemes to investors.
  • Of these, 24 are equity schemes, while 5 are hybrid schemes. It also offers 37 debt schemes and 4 schemes belonging to other categories.
  • Tata Mutual Fund held 2.26% of the industry's AUM as of 31st May 2022
  • Some of the schemes with the highest AUM from the fund house as of Jul 2022 are Tata Liquid Fund, Tata Arbitrage Fund, and Tata Money Market Fund.

Top Tata Mutual Funds

View All Funds
Tata

Fund Size

₹5,981 Crs

5 Yrs Return

26.84%

VRO rating

N.A.

ETM Rank

Unranked

Tata

Fund Size

₹945 Crs

5 Yrs Return

23.44%

VRO rating

3

ETM Rank

Unranked

Tata

Fund Size

₹260 Crs

5 Yrs Return

22.48%

VRO rating

N.A.

ETM Rank

Unranked

Tata

Fund Size

₹1,721 Crs

5 Yrs Return

20.92%

VRO rating

3

ETM Rank

#12 of 20 in Mid Cap

Tata

Fund Size

₹1,412 Crs

5 Yrs Return

19.43%

VRO rating

N.A.

ETM Rank

Unranked

Tata

Fund Size

₹3,119 Crs

5 Yrs Return

17.8%

VRO rating

3

ETM Rank

#12 in ELSS

Tata

Fund Size

₹3,299 Crs

5 Yrs Return

14.76%

VRO rating

3

ETM Rank

#15 in Aggressive Hybrid

Tata

Fund Size

₹1,642 Crs

5 Yrs Return

13.28%

VRO rating

3

ETM Rank

#18 in Aggressive Hybrid

Tata

Fund Size

₹154 Crs

5 Yrs Return

8.94%

VRO rating

2

ETM Rank

#5 in Equity Savings

Tata

Fund Size

₹185 Crs

5 Yrs Return

7.99%

VRO rating

3

ETM Rank

#10 in Conservative Hybrid

Tata

Fund Size

₹7,385 Crs

5 Yrs Return

%

VRO rating

5

ETM Rank

#10 in Arbitrage

Tata

Fund Size

₹146 Crs

5 Yrs Return

7.17%

VRO rating

5

ETM Rank

#4 in Dynamic Bond

Tata

Fund Size

₹52 Crs

5 Yrs Return

6.17%

VRO rating

3

ETM Rank

#5 in Medium to Long Duration

Tata

Fund Size

₹245 Crs

5 Yrs Return

5.89%

VRO rating

2

ETM Rank

#15 in Gilt

Tata

Fund Size

₹2,406 Crs

5 Yrs Return

5.76%

VRO rating

3

ETM Rank

#8 in Short Duration

Tata

Fund Size

₹8,310 Crs

5 Yrs Return

4.86%

VRO rating

5

ETM Rank

#7 in Money Market

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Key Information

Mutual Fund Name Tata Mutual Fund
Founded Jun 30, 1995
Trustee Organisation Tata Trustee Company Private Ltd
MD and CEO Prathit Bhobe
Compliance Officer Kashmira Kalwachwala

What are the documents required to invest in Tata Mutual Fund

The documents for KYC (Know Your Client) include proof of address and proof of identity. Here is a list of officially valid documents (OVD) admissible.

PROOF OF IDENTITY

  • PAN Card (Mandatory)
  • Voter ID Card
  • Driving License
  • Passport
  • Aadhaar Card
  • Any other valid identity card issued by Central or State Government

PROOF OF ADDRESS

  • Voter ID Card
  • Driving License
  • Passport
  • Ration Card
  • Aadhaar Card
  • Bank account statement or bank passbook
  • Utility bills like electricity or gas bills

While these are some of the standard document list, submitting all of these documents is a tedious process and can procrastinate your plan of investing. This is where ET Money offers you a paperless and fast solution.

You can submit your KYC in under two minutes by uploading the photos of your identity and address proofs. This includes PAN and any one of Aadhaar, Voter ID, Driving License & Passport along with your signature, a selfie and a live video, authenticating your identity. ET Money's quick KYC application makes investing easy and hassle-free.

It takes about 3-5 working days to get your KYC verified as the verification is done by government certified agencies.

How to Start Investing in Tata Mutual Fund's schemes?

There are three ways to begin your investment journey with Tata Mutual Fund:

1. Through Tata Mutual Fund?s website

2. Through a distributor

3. Through the ET Money platform

If investing through Tata Mutual Fund's website, you will first need to sign up and create an account before following the remaining steps.

However, if you are investing in multiple mutual funds from different fund houses, signing up with each one of them (on their respective websites) could be arduous and time-consuming. It would also be a challenging task to track your investments. To some extent, this problem can be solved by investing through a distributor. But you will end up paying a higher expense ratio, which will bring down your overall returns.

A much simpler, efficient and effective way of investing in schemes from Tata Mutual Fund or any other fund house is through the ET Money platform.

All you need to do is sign up, and then, you can start investing in various schemes of Tata Mutual Fund and other AMCs. That, too, at a lower expense ratio since ET Money is a direct investment platform. You can easily track your existing portfolio on ET Money and view all your old and new investments. Now, isn't this a simpler way to track your investments and make better-informed decisions?

Further, the ET Money investment platform also offers you valuable details like a fund's past performance, returns consistency, fund history, exit load, expense ratio, and other essential information.

How to invest in mutual funds via ET Money

  • Sign up using email and OTP.
  • Select fund. Enter the investment amount. Choose the investment type: one-time (Lumpsum) or SIP.
  • Enter PAN, full name and verify mobile number.
  • Enter bank account details and select payment mode. In the case of SIP, set up a mandate.
  • Follow the KYC process, which includes a selfie and a live video. Provide essential details and eSign.
  • The transaction is processed on verification of KYC documents.

Tata Customer Care Details

For any query regarding any schemes offered by Tata Mutual Fund, please contact at the following address:

Registered Address 9th Floor, Mafatlal Centre, Nariman Point, Mumbai - 400021. Branch Timing (9 am - 6 pm)
Call us at 1800-209-0101
Email service@tataamc.com

Top Tata Fund Managers

Rahul Singh: Chief Investment Officer (Equities)

Mr Singh has over 25 years of investment experience by leading the fund management and equity research teams. Prior to joining Tata Mutual Fund in 2018, Mr. Singh has worked in Ampersand Capital Investment Advisors Ltd as managing partner. Mr. Singh has also worked at leading financial institutions like Citigroup Global Market and Standard Chartered Securities as Head of Equity Research.
Mr Singh is a B.Tech and also holds a Master's Degree in Finance from IIM Lucknow.

With over 20 years of experience in research and fund management, Mr. Padiyar has vast financial market experience. Prior to joining Tata AMC, Mr. Padiyar has worked in Alchemy Capital Management Pvt Ltd as portfolio manager and in UTI Mutual Funds. Mr. Padiyar holds a Master's in Finance and CFA certification.

Mr Usasi carries a work experience of 21 years in equities research and manages many of the Tata Equity Schemes. Prior to joining Tata Mutual Fund, Mr. Udasi has worked in IDBI Capital Market Services Ltd and in JM Financial AMC. Mr. Udasi holds a Post Graduate Diploma in Business Administration, specializing in Finance.

Mr Jain brings over 15 years of experience in both fund management and broking. Prior to this, Mr. Jain has worked with IDFC Securities Ltd as a Head of Institutional Derivatives Desk. He has also worked with IIFL and Refco-Sify Securities. Mr. Jain holds a Master's degree in Finance from Queensland University of Technology from Australia.

Frequently asked Questions

Are Tata Mutual Fund's schemes safe to invest in?

As far as safety is concerned, no Asset Management Company can guarantee the safety of capital when it comes to market-linked investments like mutual funds. All you can do is evaluate and choose a fund that best suits your requirement.

Generally, a short-term investment is one whose tenure is up to 3 years. If you are planning short-term investment, consider debt funds. However, you should match your investment horizon with the average portfolio maturity of the fund. For example, consider overnight funds if the investment is just for a few days. If your investment is up to three months, liquid funds are ideal for you. Remember, low-duration funds have an average maturity period ranging between six and 12 months, while short-duration funds hold securities that mature between one and three years.

No matter which mutual fund scheme you choose, the returns earned come with capital gains tax in the long-term investment category and short-term investment category. So, it all depends on the type of fund you opt for and the investment period.

Mutual fund type

Holding period

Type of capital gains tax

Tax liability

Debt-oriented funds

Less than 36 months

Short-term capital gains

As per the investor's income tax slab rate

Equity-oriented funds

Less than 12 months

Short-term capital gains

15%

Debt-oriented funds

Greater than 36 months

Long-term capital gains

20% with indexation

Equity-oriented funds

Greater than 12 months

Long-term capital gains

10% for amount exceeding Rs 1 Lakh

In short, it is not the mutual fund scheme that's taxable or tax-free; it is the gains that you earn that can be taxable depending on the period of investment and type of scheme.

If you wish to discontinue your ongoing SIP with Tata MF, you must visit the mutual fund's official website or the online investing portal you used to create the SIP mandate. Log in to your account and select the investment you wish to cancel. Follow the instructions to stop the SIP. You can also visit the AMC branch and submit a request to discontinue the SIP.

  • On ET Money app or website, click on the profile icon and select SIPs/MySIP option.
  • In this section, you will see all the ongoing SIPs.
  • Click on any SIP to open a detailed view.
  • On the top right corner, click the three dots, which will take you to the Modify SIP screen.
  • You will see the "Cancel this SIP" option below.
  • Once you click it, you will receive an OTP.
  • On entering the correct OTP, SIP will be cancelled.

One option is to log on to Tata Mutual Fund?s website and request a statement. You can also go to CAMS Online or Kfintech and request a consolidated statement by email.

A better option is to get a statement on ET Money. Once you request a statement on ET Money, the platform creates a customized dashboard for you. Whenever you wish, you can then check your entire portfolio just by logging onto ET Money.

On the website, after signing up, hover on the profile icon on the top right. From the drop-down menu, select the option "Track external mutual funds". Complete the ensuing process, and you can see your portfolio on the ET Money platform. This is a one-time process. Every time you want to track or check your portfolio, log onto ET Money, and it will display a dashboard that shows your entire portfolio and its performance.

To access on app, click the following link after logging in: https://etmoney.onelink.me/unJQ/oq97j0iz

There are two ways to do this:

1. Choose the top-up SIP option when you start investing. This will let you automatically increase the SIP amount by a predefined percentage (say 25%) or amount (say Rs 2,000) at regular intervals, like quarterly or annually. 

2. The second option is to start a new SIP in the same fund to increase the investment amount.

Disclaimer: Data Sources include ACE MF, AMFI and Fund House's website.


Sources:

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