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TATA Mutual Fund

Namaste! We at Coverfox are sure that an intelligent investor like you will want to trust his investment with the best and most reputed fund houses throughout India - and who better to imagine than the TATA Mutual Fund! Don’t just take it from us though - the fund house has been operational for over FIVE years, providing its investors with excellent returns in this short period.

We want to ensure that you can make a hassle-free, tension-free investment! So that you can relax knowing your hard-earned money is in safe hands of India’s best Mutual Fund participants.

For this reason, we have listed the various types of TATA Mutual Funds, the fund features, benefits, and all necessary information required by an investor before depositing his money. We have a full belief that you are choosing the right option with this Mutual Fund. Want to know how TATA Asset Management Ltd. works? Well, they focus on achieving consistent and long-term results. The company aims at overall excellence, through a transparent and rigorous risk controls framework.

Types of Funds offered by TATA Mutual Fund

Are you a person with a preference? We all are. We like a particular ice-cream flavor, one specific fragrance, etc. Our choices define us. So, why shouldn’t we carefully choose our investment into Mutual Funds to determine who we are?

The TATA Mutual Fund has several types of investment vehicles suited to your preference for risk and other factors. Want your investment to be completely volatility exposed stocks? Are you looking to be a conventional investor with a hybrid portfolio? Well, this MF is your perfect choice as there's an option for EVERYONE.

The most common types of Mutual funds offered by this fund house are:

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

Why should I invest in the TATA Mutual Fund?

If you’re looking beyond the TATA name and figuring out ways to trust this Mutual Fund, this section is just for you! The Mutual fund’s most significant features and advantages have been rolled into one part for you to make the fastest decision possible. Take a read below:

Flexibility: Investors can choose different asset class options, amounts to be invested, and a period of investment. Stability: Returns provided by the TATA Mutual fund rarely destabilize! It is committed to providing its customers with premium quality service.

Consistency: By following its value-based investment strategy, the fund house can generate consistent returns. Leadership and Trust: TATA’s adherence to ethical values has positioned it as a trusted leader.

Services: The fund house gives its investors no reason to complain. It’s product offerings match consumer needs perfectly.

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 organizations, 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 organizations and Charitable Trusts
  • NRIs/individuals of Indian origin living abroad (NRIs)
  • Navy/Army/Air Force, paramilitary Units and other defense institutions
  • Government-approved International Multilateral Agencies
  • Foreign Portfolio Investors

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 Frequency Monthly SIP Frequency Monthly Monthly
Minimum SIP amount (Rs.) 500 1000 1000 1500
Minimum Number of Instalments 12 6 6 4

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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