Tata Mutual Fund
AUM
₹ 1,88,188 cr
AMC Age
29 Years
No. Of Schemes
363
Tata Asset Management, a part of the renowned Tata Group, manages Tata Mutual Fund. Established in 1994, the company offers a variety of mutual fund schemes tailored to suit investors' risk tolerance, financial goals, and income levels
Calculate Returns on Tata Mutual Fund
You would have got
Total Investment
₹ 1200
Expected Returns
₹ 160
Total Value
₹ 1360
Past performance doesn’t assure future results; actual outcome may vary due to market dynamics.
Your Investment Amount
- 1
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per annum
About Tata Mutual Fund
- About the Fund
- Key Information
- Types Of Funds
- Charges & Fees
- Risk Factors
Tata Mutual Fund, operated by Tata Asset Management Private Limited (TAMPL), was founded in 1995 and is part of the prestigious Tata Group. TAMPL offers a wide range of investment solutions across different asset classes, designed to meet the diverse financial objectives and risk preferences of investors.
Key Features
- Tata Mutual Fund offers a comprehensive selection of schemes, including equity, balanced, and debt funds.
- The company leverages its intellectual capital and a well-defined risk management framework to deliver consistent, long-term results while maintaining transparency and control.
- As a part of the Tata Group, known for its strong ethical standards, TAMPL is dedicated to maintaining integrity and excellence in all its operations.
- Tata Mutual Fund has received several awards over the years, reflecting its commitment to delivering quality investment solutions and building investor trust.
Documents Required
To invest in Tata Mutual Fund, investors must complete the Know Your Customer (KYC) process and submit the required documents. Below is a list of documents based on investor type:
KYC Application Form: Completed and signed CKYC application form
In-Person Verification (IPV) – Mandatory for KYC compliance.
Bank Account Details – Canceled cheque or bank statement for linking the investment account.
Nomination Form (optional but recommended)
Proof of Identity (Any one of the following, self-attested):
- PAN Card (mandatory for investments above ₹50,000 per year)
- Aadhaar Card
- Passport
- Voter ID
- Driving License
- NREGA Job Card (duly signed by a State Government officer)
Proof of Address (Anyone, except PAN card):
- Aadhaar Card
- Passport
- Voter ID
- Driving License
- Utility Bills (not older than 3 months)
- Bank Account Statement/Passbook (not older than 3 months)
Investors are advised to contact Tata Mutual Fund’s customer service or visit its official website for any modifications, redemptions, or complaints.
Tata Mutual Fund Managers
Mr. Abhishek Sonthalia
Mr. Chandraprakash Padiyar
Mr. Akhil Mittal
Mr. Aurobindo Prasad Gayan
Mr. Sailesh Jain
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