Tata Asset Management Ltd. (TAML), part of the Tata Group, manages Tata Mutual Fund and was established in 1994. It offers a variety of investment options tailored to investors' risk preferences, financial goals, and income levels. The company focuses on three key principles: performance, service, and trust. Its vision is to enhance the quality of life for investors by securing their financial future. TAML is registered as a mutual fund with SEBI under registration code MF/023/95/9 and as a portfolio manager since September 14, 2004, with registration code INP000001058. It also operates a Foreign Institutional Investor (FII) entity, Tata Asset Management (Mauritius) Private Ltd., registered with SEBI. Tata Sons Ltd. holds 67.91% of TAML's shares, while Tata Investment Corporation Ltd. owns 32.09%. As of March 31, 2024, TAML manages assets worth Rs. 147,169.65 crores.
Fund Name
Rating
1Y Return
3Y Return
Fund Size (in Cr)
Tata Small Cap Fund Direct Growth
4
29.99%
24.96%
₹9572.45 Cr
Tata Infrastructure Fund Direct Plan Growth
3
18.67%
23.86%
₹2403.66 Cr
Tata India Pharma & Healthcare Fund Direct Growth
NA
38.25%
23.27%
₹1213.92 Cr
Tata Business Cycle Fund Direct Growth
NA
17.44%
22.33%
₹2875.52 Cr
Tata Mid Cap Growth Fund Direct Plan Growth
3
20.56%
20.79%
₹4494.44 Cr
Tata India Consumer Fund Direct Growth
NA
26.35%
20.76%
₹2414.30 Cr
Tata Equity P/E Fund Direct Plan Growth
4
19.62%
20.76%
₹8639.72 Cr
Tata Focused Equity Fund Direct Growth
4
17.76%
17.05%
₹1870.04 Cr
Tata ELSS Tax Saver Fund Growth Direct Plan
4
20.29%
16.77%
₹4662.92 Cr
Tata Large & Mid Cap Fund Direct Plan Growth
3
14.79%
16.68%
₹8342.43 Cr
Tata Dividend Yield Fund Direct Growth
NA
11.18%
16.36%
₹985.68 Cr
Tata Banking & Financial Services Fund Direct Growth
5
8.96%
15.73%
₹2378.01 Cr
Tata Retirement Savings Progressive Fund Direct Plan Growth
NA
22.95%
15.65%
₹2108.21 Cr
Tata Multi Asset Opportunities Fund Direct Growth
NA
15.48%
14.62%
₹3430.75 Cr
Tata Retirement Savings Moderate Fund Direct Plan Growth
NA
20.61%
14.57%
₹2176.80 Cr
Tata Resources & Energy Fund Direct Growth
NA
13.86%
14.32%
₹1047.26 Cr
Tata Quant Fund Direct Growth
NA
10.74%
14.05%
₹67.08 Cr
Tata Large Cap Fund Direct Plan Growth
4
13.21%
13.42%
₹2435.52 Cr
Tata Young Citizens' Fund (After 7 years) Direct Plan Growth
NA
11.92%
13.04%
₹366.67 Cr
Tata Hybrid Equity Fund Direct Plan Growth
3
14.14%
12.74%
₹4150.45 Cr
Mutual fund name
Tata Mutual Fund
Asset Management Company Name
Tata Asset Management Limited
AMC Setup Date
30-Jun-1995
AMC Incorporation Date
15-Mar-1994
Sponsor Name
Tata Sons Limited & Tata Investment Corp. Ltd.
Trustee Organisation
Tata Trustee Company Private Limited
CIO
Mr. Rahul Singh
MD & CEO
Mr. Prathit Bhobe
Compliance Officer
Mr. Padmanabhan Ramanathan
To invest in tata mutual funds Mutual Funds through the Lemonn App, you can follow these general steps:
Step 1 : Download the Lemonn App
If you haven't already, download the Lemonn App from the Google Play Store or Apple App Store.
Step 2 : Sign up / Log in
Sign up by providing your phone number and completing the basic registration process.
If you already have an account, simply log in.
Step 3 : Complete KYC
Before investing, ensure your KYC (Know Your Customer) verification is complete. Most mutual fund apps will guide you through this. You’ll need PAN, Aadhaar, and other necessary details.
Step 4 : Search for tata mutual funds Mutual Funds
Once your KYC is done, search for the tata mutual funds Mutual Fund schemes you're interested in by using the search bar.
Step 5 : Choose a Scheme
You will see a list of various funds under tata mutual funds. Explore the options, check their performance, risk profile, and investment objectives.
Choose a scheme that aligns with your investment goals (e.g., equity, debt, hybrid funds).
Step 6 : Decide on the Investment Amount
You can either make a lump sum investment or set up a SIP (Systematic Investment Plan) to invest a fixed amount periodically.
Step 7 : Confirm the Investment
Enter the amount you wish to invest.
Review the details and confirm the payment method (Net Banking, UPI, etc.).
After making the payment, you will receive a confirmation of your investment.
Step 8 : Track Your Investment
You can track the performance of your tata mutual funds Mutual Funds on the Lemonn App dashboard. It will show NAV, returns, and other key details.
If you need any assistance, the Lemonn App usually has customer support or chat options to help. Keep an eye on expenses like entry/exit loads and expense ratios to optimize returns!
Mr. Akhil Mittal
Akhil Mittal completed his B.Com from Panjab University and went on to earn an MBA from the University Business School. In 2004, Mr. Mittal started his career as an Assistant Manager at Rallis India Ltd. He then moved to Edelweiss Capital Ltd. in 2006 as a Senior Manager. By 2008, he transitioned to Canara Robeco Mutual Fund as the Fixed Income Fund Manager. In 2010, he became the Fund Manager at Principal PNB Mutual Fund, before returning to Canara Robeco in 2011 for the same role. In 2014, Mr. Mittal joined Tata Mutual Fund as the Senior Fund Manager for Fixed Income. He currently oversees an asset base of Rs. 4,102 crore, managing 18 schemes such as Tata Dynamic Bond, Tata Income Fund, Tata Treasury Advantage, and Tata Balanced Advantage Fund, among others.
Mr. Sonam Udasi
Sonam Udasi holds a Post Graduate Diploma in Business Administration with a specialization in Finance. He began his career in 2007 as the Director of Research at Prime Securities. The following year, he took on the role of VP Research and Group Head of Consumers at Brics Securities. In 2010, he was appointed Senior Vice President and Head of Research at IDBI Capital. Mr. Udasi joined Tata Asset Management Ltd. in 2014. He currently manages an asset base of Rs. 12,863 crore, overseeing 19 schemes, including Tata Banking and Financial Services Fund, Tata India Consumer Fund, Tata Retirement Savings Fund, Tata Equity PE Fund, and more.
Ms. Ennette Fernandes
Ennette Fernandes holds a B.Com degree and a PGDM in Finance from the Sydenham Institute of Management Studies, Research and Entrepreneurship Education (SIMSREE). She began her career in 2009 as a Research Analyst focusing on the FMCG sector at Phillip Capital India. In 2014, she joined Tata Mutual Fund as a Research Analyst, covering sectors like FMCG, textiles, consumer durables, retail, media, and building products. In 2018, Ms. Fernandes was promoted to Assistant Fund Manager. She currently manages an asset base of Rs. 6,827 crore, overseeing 14 schemes, including Tata India Consumer Fund, Tata Retirement Savings Fund Progressive Plan, Tata Large Cap, Tata Midcap, Tata India Tax Savings Fund, and more.
Mr. Amey Sathe
Amey Sathe holds a B.Com and M.Com from Mulund College of Commerce and an MMS in Finance from SIES College of Management Studies. He is also a Chartered Financial Analyst (CFA) from the USA. He started his career in 2006 as an Analyst at Bank of America. In 2008, he moved to HDFC Securities as an Analyst for Institutional Equities. The following year, he joined CARE Ratings, where he led the credit ratings for banks, NBFCs, and HFCs. He also became the Assistant Vice President of Equity Research at JM Financial Institutional Securities Ltd. in the same year. Mr. Sathe joined Tata Asset Management Ltd. as a Research Analyst in 2015 and was promoted to Assistant Fund Manager in 2018. He currently manages an asset base of Rs. 5,911 crore, overseeing 8 schemes, including Tata Banking and Financial Services Fund, Tata Equity PE Fund, Tata Equity PE Fund Dividend Trigger Option A, and more.
Mr. Rupesh Patel
Rupesh Patel holds a degree in Civil Engineering and an MBA from Sardar Patel University. He started his career in 1999 as a Project Manager at Gujarat State Road Development Corporation Ltd. In 2001, he joined CARE Ratings as the Deputy General Manager of Corporate Sector Ratings. By 2007, he moved to IndiaReit Fund Advisors Ltd. as the Assistant Vice President of Investments. Mr. Patel joined Tata Mutual Fund in 2008 as the Deputy General Manager of Investments. He was promoted to Head of PMS in 2012 and became a Fund Manager the following year. He currently manages an asset base of Rs. 4,506 crore, overseeing 14 schemes, including Tata Large Cap, Tata Midcap, Tata Infrastructure, Tata Ethical, Tata India Tax Savings Fund, and more.
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1.Should I invest in a Tata Mutual fund scheme?
2.How to Start a Tata Mutual Fund SIP online?
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