Tata Mutual Fund
AUM
₹ 1,88,188 cr
AMC Age
29 Years
No. Of Schemes
364
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
List of Tata Mutual Fund Schemes
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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
How To Invest In Tata Mutual Fund With Choice?
Tata Mutual Fund FAQs
The best Tata Mutual Fund depends on your financial goals and risk appetite. Equity funds are ideal for long-term growth, debt funds provide stability with lower risk, and hybrid funds balance risk and reward. Platforms like Choice FinX offer advanced tools to analyse and select the best fund based on your objectives.
Tata Mutual Funds are subject to taxation based on the type of investment and the holding period. Equity fund gains are taxed at 20% (short-term) and 12.5% (long-term if gains exceed 1.25 lakh annually). Debt fund gains are taxed per your income slab. ELSS funds offer tax benefits under Section 80C.
To invest in Tata Mutual Funds via Choice, you need a PAN card, Aadhaar, proof of identity, proof of address, and a linked bank account. Completing the KYC (Know Your Customer) process is mandatory. Non-individual investors may need to submit additional documents, which can be uploaded digitally on the platform.
The minimum investment amount for Tata Mutual Funds depends on the scheme and the chosen investment mode - lump sum or SIP (Systematic Investment Plan). Lump sum investments usually start at 5,000, while SIP investments can begin with as little as 100.
Returns on Tata Mutual Funds are calculated based on the Net Asset Value (NAV) using the formula:
Returns (%) = [(Current NAV - Initial NAV) / Initial NAV] × 100
For SIP investments, the XIRR (Extended Internal Rate of Return) method is used to calculate returns. Choice FinX provides tools to track NAV and calculate potential returns.
Yes, Tata Mutual Funds allow investors to switch between schemes. You can make a switch through the Choice FinX platform, but it's important to consider any applicable exit loads and tax implications based on the duration of your investment.
Charges include the Expense Ratio, which covers fund management fees, and Exit Load, which may apply if you redeem your investment before a specified period. Transaction fees may also apply to large investments. Direct plans available with Choice generally have lower costs than regular plans.
No, a Demat account is not required to invest in Tata Mutual Funds through Choice. However, if you prefer to hold your mutual fund units in electronic form for ease of use, you can open a Demat account with Choice.
You can download your Tata Mutual Fund statement directly from the Choice FinX platform under the Portfolio section. Additionally, statements can be accessed through the Tata Mutual Fund website, via email requests, or through CAMS/Karvy portals.
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