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TATA Mutual Fund

Backed by TATA Group, TATA Mutual Fund has won the trust of lakhs of investors and established itself as one of the most trusted mutual fund houses in the country through its consistent performance and world-class service. The fund house offers investment options for all kinds of individuals - be it a businessman, a salaried professional, a retired person, a homemaker, an aggressive investor or a conservative capital builder.

TATA Asset Management Ltd. focuses on achieving consistent and long-term results. The company aims at overall excellence, through transparent and rigorous risk controls framework. The Board of Directors of TATA Asset Management Ltd. include Mr. Rajiv Sabharwal (Chairman), Mr. F. N. Subedar (Associate Director), Mr. Suprakash Mukhopadhyay (Associate Director), Mr. Prathit D Bhobe (Associate Director), Mrs. Anuradha E. Thakur (Independent Director), Mr. Keki Manchersha Elavia (Independent Director), Mr. V. Chandrasekaran (Independent Director) and Mr. Vittaldas Leeladhar (Independent Director).

Types of Funds offered by TATA Mutual Fund

The products offered by TATA Mutual Fund can be categorized into:

  • Solution Based
  • Equity
  • Debt
  • Hybrid
  • Close Ended

Features of TATA Mutual Funds

Following are some of the key features of TATA Mutual Funds:

  • Flexibility: Investors can choose from a wide range of investment options across various asset classes. They can be availed for varying amounts and for as short or as long as the investor so requires.

  • Stability: TATA Mutual Fund is a well-established fund house that offers stability and returns over a period of time. It is committed to providing its customers with premium quality service.

  • Consistency: By following its value-based investment strategy, the fund house has been able to generate consistent returns.

  • Leadership and Trust: TATA’s adherence to ethical values has positioned it as a trusted leader in the market.

  • Services: The fund house provides a broad range of services to suit different customer requirements. It offers the highest quality of service with complete focus on the product offering, which is in line with the requirements and risk appetite of each investor.

Who is Eligible to Invest in TATA Mutual Funds?

The following individuals and entities are eligible to invest in TATA Mutual Funds:

  • Guardians or parents on behalf of minors
  • Corporate organisations, PSUs, trusts, institutions, funds, group of individuals, associations of persons and societies registered under the Societies Registration Act, 1860, among others
  • Hindu Undivided Families (HUF) in the sole name of the Karta
  • Asset Management Company (AMC), as per the rules and regulations formed by SEBI
  • Banking and financial investment institutions
  • Partners of a Partnership firm
  • Religious organisations and Charitable Trusts
  • NRIs/individuals of Indian origin living abroad (NRIs)
  • Navy/Army/Air Force, paramilitary Units and other defence institutions
  • Government-approved International Multilateral Agencies
  • Foreign Portfolio Investors

FAQs on TATA Mutual Fund

Why invest in TATA Mutual Funds?

Backed by TATA Group, TATA Mutual Fund has won the trust of lakhs of investors and established itself as one of the most trusted mutual fund houses in the country through its consistent performance and world-class service. The fund house offers investment options for all kinds of individuals - be it a businessman, a salaried professional, a retired person, a homemaker, an aggressive investor or a conservative capital builder.

Can multiple SIPs be registered in the same scheme of TATA MF?

Yes, multiple SIPs can be registered in the same scheme in the same month, however, it must be done on different dates. The individual will have to submit separate ECS/Auto Debit Mandate forms while registering for multiple SIPs in the same scheme.

What is the minimum investment required in SIP?

The minimum SIP amount (per instalment) will be as follows:

SIP FrequencyMonthlySIP FrequencyMonthlyMonthly
Minimum SIP amount (Rs.)500100010001500
Minimum Number of Instalments12664

How much of my returns will be given to my nominees?

The returns generated will depend on the performance of the schemes where the investors money has been parked in. The proportion of the returns given to the nominees will depend on the percentage you have allotted to them in the nomination form.

Is it necessary for me to add nominees to my portfolio?

Nomination facility is generally mandatory in case of new folios or accounts opened by individuals with single holdings. For joint holdings, it is usually not mandatory to have a nominee. However, financial planners encourage investors to always include one.

How do I buy TATA Mutual Fund plan online?

To invest in a TATA Mutual Fund Plan online, click on the following link: www.TATAmutualfund.com/investor/invest-online

How do I contact TATA Mutual Fund Company?

The contact details of the fund house are as under:

Corporate Office: TATA Mutual Fund, 9th Floor, Mafatlal Centre, Nariman Point, Mumbai - 400 021, Maharashtra.

Toll Free No.: 1800 209 0101 Email: service@TATAamc.com SMS: TMF 57575

How do I login TATA Mutual Fund Company website?

Registered users can login to the company website using their username and password. New users who wish to register can do so by entering their PAN, Bank Account Number, Mobile Number and Email Address.

What is TATA Mutual Fund Company's Contact Number?

The fund house can be reached on their toll-free number - 1800 209 0101

What type of investor should invest in a small cap scheme?

In case of small-cap funds, fund managers can have 65% to 90% exposure to stocks of small companies. Investors who wish to take on higher risks can consider putting their money in this category.

Which TATA mutual fund scheme should I invest in?

The choice of scheme to invest in will depend on the investor’s needs and risk appetite. Equities are a good option for investors willing to take high risk, while debt funds are a favourable option for individuals who are risk-averse. Investors who prefer to invest in a combination of equity and debt can go for hybrid funds. The fund house also offers solution-based plans like child savings plan and retirement solution, to meet specific client requirement.

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