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Tata Mutual Fund was incorporated in 1994 and commenced operations in 1995. It is a mid-sized mutual fund but also among the most stable investments of the last two decades or so. Some of the least volatile and yet fastest growing schemes of the Indian mutual funds market belong to the Tata Mutual Fund. The total value of the assets under management of the Tata Mutual Fund is 57,299 crore as of 1 March 2021.
The Tata Mutual Fund’s offerings are not restricted to being debt or equity alone. It offers a wide range of instruments for investment that aid investors in diversifying their portfolios. Hybrid, liquid, tax savings/ELSS, and overnight funds are all parts of their offerings. The Tata Mutual Fund is sponsored by Tata Sons Limited and Tata Investment Corporation Limited. Tata Sons is a multinational conglomerate that is more than 150 years old.
It was founded by Jamsetji Tata in 1868, and its affiliates include multi-billion-dollar enterprises such as Tata Motors, Tata Steel, Tata Capital, Tata Elxsi, Tata Power, and Tata Communications. It has more than 7 lakh employees and a revenue of over USD 100 billion.
The current chairman of the Tata Group is N. Chandrasekaran. About two-thirds of Tata Sons is held by philanthropic trusts that have, over the past century, opened multiple institutions for the encouragement of arts, sciences, and engineering. The Tata Mutual Fund offers 76 equity schemes, 66 debt schemes, 24 hybrid schemes, 4 liquid schemes, 4 tax savings schemes, and 4 overnight schemes.
Fund | Category | Risk | 1Y Returns | Ratings | Fund size ( in Cr) |
---|---|---|---|---|---|
Money Market | Low to Moderate Risk | 6.41408 |
5
|
₹20173.9772 | |
Allocation | Very High Risk | 19.16255 |
5
|
₹1684.20869 | |
Allocation | Moderately High risk | 9.53037 |
5
|
₹164.760778 | |
Fixed Income | Moderate Risk | 4.74785 |
4
|
₹142.444558 | |
Equity | Very High Risk | 31.05423 |
4
|
₹1148.4954 | |
Equity | Very High Risk | 30.98846 |
4
|
₹1148.4954 | |
Fixed Income | Moderate Risk | 4.69093 |
4
|
₹142.444558 | |
Allocation | Very High Risk | 20.53498 |
4
|
₹1426.61657 | |
Fixed Income | Moderate Risk | 4.69093 |
4
|
₹142.444558 | |
Equity | Very High Risk | 23.90572 |
4
|
₹517.247431 | |
Fixed Income | Moderate Risk | 0.96189 |
4
|
₹51.3100042 | |
Fixed Income | Moderate Risk | 0.91408 |
4
|
₹51.3100042 | |
Fixed Income | Low to Moderate Risk | 6.26042 |
4
|
₹2883.7705 | |
Fixed Income | Low to Moderate Risk | 6.2394 |
4
|
₹2883.7705 | |
Fixed Income | Moderate Risk | 0.91408 |
4
|
₹51.3100042 | |
Equity | Very High Risk | 24.49374 |
3
|
₹2143.01866 | |
Equity | Very High Risk | 24.404 |
3
|
₹2143.01866 | |
Allocation | Very High Risk | 19.99097 |
3
|
₹3377.74555 | |
Allocation | Moderate Risk | 10.22346 |
3
|
₹129.902832 | |
Fixed Income | Moderate Risk | 6.14132 |
3
|
₹2290.91439 | |
Fixed Income | Low to Moderate Risk | 6.84488 |
3
|
₹12126.25 | |
Fixed Income | Low to Moderate Risk | 5.557 |
3
|
₹12126.25 | |
Fixed Income | Moderate Risk | 0.90569 |
3
|
₹51.3100042 | |
Fixed Income | Moderate Risk | 7.96709 |
3
|
₹273.114763 | |
Equity | Very High Risk | 22.71636 |
3
|
₹1329.92518 | |
Equity | Very High Risk | 22.71636 |
3
|
₹1329.92518 | |
Fixed Income | Moderate Risk | 0.90569 |
3
|
₹51.3100042 | |
Allocation | Very High Risk | 14.84569 |
3
|
₹7108.96977 | |
Allocation | Very High Risk | 14.84569 |
3
|
₹7108.96977 | |
Equity | Very High Risk | 23.89854 |
3
|
₹3392.14343 | |
Allocation | Very High Risk | 25.25923 |
3
|
₹286.761934 | |
Money Market | Low to Moderate Risk | 6.31898 |
3
|
₹20173.9772 | |
Equity | Very High Risk | 36.28478 |
3
|
₹5233.477 | |
Equity | Very High Risk | 36.28478 |
3
|
₹5233.477 | |
Allocation | Very High Risk | 11.61564 |
2
|
₹3377.74555 | |
Equity | Very High Risk | 18.67811 |
2
|
₹3392.14343 | |
Equity | Very High Risk | 19.50098 |
2
|
₹1752.55566 | |
Fixed Income | Moderate Risk | 7.93734 |
2
|
₹273.114763 | |
Equity | Very High Risk | 19.55986 |
2
|
₹1752.55566 | |
Allocation | Moderate Risk | 10.20325 |
2
|
₹129.902832 | |
Equity | Very High Risk | 22.61811 |
2
|
₹1557.13083 | |
Equity | Very High Risk | 18.67811 |
2
|
₹3392.14343 | |
Equity | Very High Risk | 22.68605 |
2
|
₹1557.13083 | |
Equity | Very High Risk | 22.61811 |
2
|
₹1557.13083 | |
Allocation | Moderate Risk | 10.20325 |
2
|
₹129.902832 | |
Fixed Income | Moderate Risk | 2.65803 |
2
|
₹76.6513513 | |
Fixed Income | Low to Moderate Risk | 6.32351 |
2
|
₹2883.7705 | |
Allocation | Very High Risk | 14.11145 |
2
|
₹3377.74555 | |
Fixed Income | Low to Moderate Risk | 6.10467 |
2
|
₹2883.7705 | |
Fixed Income | Moderate Risk | 6.11705 |
2
|
₹2290.91439 | |
Fixed Income | Low to Moderate Risk | 5.91893 |
2
|
₹1682.32704 | |
Fixed Income | Low to Moderate Risk | 5.82893 |
2
|
₹1682.32704 | |
Fixed Income | Low to Moderate Risk | 5.91893 |
2
|
₹1682.32704 | |
Fixed Income | Low to Moderate Risk | 5.82893 |
2
|
₹1682.32704 | |
Fixed Income | Low to Moderate Risk | 5.90906 |
2
|
₹1682.32704 | |
Fixed Income | Moderate Risk | 6.13167 |
2
|
₹2290.91439 | |
Allocation | Very High Risk | 14.11145 |
2
|
₹3377.74555 | |
Allocation | Very High Risk | 11.61564 |
2
|
₹3377.74555 | |
Fixed Income | Low to Moderate Risk | 6.10467 |
2
|
₹2883.7705 | |
Equity | Very High Risk | 31.73515 |
2
|
₹10.0177013 | |
Fixed Income | Moderate Risk | 7.93734 |
2
|
₹273.114763 | |
Fixed Income | Moderate Risk | 6.11705 |
2
|
₹2290.91439 | |
Fixed Income | Moderate Risk | 6.13167 |
2
|
₹2290.91439 | |
Equity | Very High Risk | 19.50098 |
2
|
₹1752.55566 | |
Fixed Income | Low to Moderate Risk | 6.90239 |
2
|
₹12126.25 | |
Equity | Very High Risk | 23.24584 |
2
|
₹454.847076 | |
Allocation | Moderate Risk | 5.88941 |
1
|
₹129.902832 | |
Allocation | Moderate Risk | 5.88941 |
1
|
₹129.902832 | |
Equity | Very High Risk | 22.6129 |
0
|
₹50.1665957 | |
Equity | Very High Risk | 18.9949 |
0
|
₹2291.56511 | |
Equity | Very High Risk | 18.9949 |
0
|
₹2291.56511 | |
Equity | Very High Risk | 18.9949 |
0
|
₹2291.56511 | |
Fixed Income | Moderate Risk | - |
0
|
₹348.265611 | |
Fixed Income | Moderate Risk | - |
0
|
₹348.265611 | |
Alternative | Low Risk | 6.04318 |
0
|
₹6466.64821 | |
Alternative | Low Risk | 6.04318 |
0
|
₹6466.64821 | |
Fixed Income | Moderate Risk | - |
0
|
₹348.265611 | |
Alternative | Low Risk | 6.05822 |
0
|
₹6466.64821 | |
Fixed Income | Low to Moderate Risk | 5.557 |
0
|
₹12126.25 | |
Allocation | Very High Risk | 20.12335 |
0
|
₹37.0577146 | |
Allocation | Very High Risk | 20.12335 |
0
|
₹37.0577146 | |
Fixed Income | Low to Moderate Risk | 154.61466 |
0
|
₹15.1239381 | |
Fixed Income | Low to Moderate Risk | 154.61397 |
0
|
₹15.1239381 | |
Allocation | Very High Risk | 18.90348 |
0
|
₹1666.13159 | |
Allocation | Very High Risk | 18.90348 |
0
|
₹1666.13159 | |
Allocation | Very High Risk | 18.90348 |
0
|
₹1666.13159 | |
Equity | Very High Risk | 22.25241 |
0
|
₹40.1098333 | |
Equity | Very High Risk | 22.25241 |
0
|
₹40.1098333 | |
Equity | Very High Risk | 22.25241 |
0
|
₹40.1098333 | |
Equity | Very High Risk | 26.71208 |
0
|
₹512.167043 | |
Equity | Very High Risk | 26.71208 |
0
|
₹512.167043 | |
Equity | Very High Risk | 19.35234 |
0
|
₹7455.71255 | |
Equity | Very High Risk | 19.35234 |
0
|
₹7455.71255 | |
Equity | Very High Risk | - |
0
|
₹2131.10007 | |
Equity | Very High Risk | - |
0
|
₹2131.10007 | |
Equity | Very High Risk | - |
0
|
₹424.052008 | |
Equity | Very High Risk | 23.70349 |
0
|
₹1544.50007 | |
Equity | Very High Risk | 23.70939 |
0
|
₹1544.50007 | |
Equity | Very High Risk | 30.88474 |
0
|
₹1009.69944 | |
Equity | Very High Risk | 30.88474 |
0
|
₹1009.69944 | |
Equity | Very High Risk | 19.35234 |
0
|
₹7455.71255 | |
Fixed Income | Low to Moderate Risk | 6.5388 |
0
|
₹254.503953 | |
Equity | Very High Risk | - |
0
|
₹75.7316661 | |
Equity | Very High Risk | - |
0
|
₹75.7316661 | |
Equity | Very High Risk | - |
0
|
₹75.7316661 | |
Fixed Income | Low to Moderate Risk | 6.5388 |
0
|
₹254.503953 | |
Fixed Income | Low to Moderate Risk | 6.5388 |
0
|
₹254.503953 | |
Fixed Income | Low to Moderate Risk | 6.5388 |
0
|
₹254.503953 | |
Fixed Income | Low to Moderate Risk | 6.5388 |
0
|
₹254.503953 | |
Fixed Income | Low to Moderate Risk | 6.5388 |
0
|
₹254.503953 | |
Fixed Income | Low to Moderate Risk | 6.5388 |
0
|
₹254.503953 | |
Fixed Income | Moderate Risk | 116.53865 |
0
|
₹12.1306641 | |
Fixed Income | Moderate Risk | 116.53865 |
0
|
₹12.1306641 | |
Equity | Very High Risk | 23.70349 |
0
|
₹1544.50007 | |
Money Market | Low Risk | 5.97397 |
0
|
₹2175.0594 | |
Money Market | Low Risk | 6.06458 |
0
|
₹2175.0594 |
Tata Sons Limited
Tata Trustee Company Private Limited
Tata Asset Management Limited
Tata Trustee Company Pvt Limited
February 27, 1995
March 13, 1995
Mr. Rupesh Patel
Chief Investment Officer (CIO) - Equity
Mr. Sonam Udasi
Fund Manager - Equity
Mr. Sailesh Jain
Fund Manager - Equity
Mr. Amit Somani
Fund Manager - Equity
Mr. Akhil Mittal
Fund Manager - Debt
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