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Tata Mutual Fund

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.

List of Tata Mutual Fund in India

Fund Category Risk 1Y Returns Ratings Fund size ( in Cr)
Money Market Low to Moderate Risk 6.41408
SIP Investment Strategies 5
₹20173.9772
Allocation Very High Risk 19.16255
SIP Investment Strategies 5
₹1684.20869
Allocation Moderately High risk 9.53037
SIP Investment Strategies 5
₹164.760778
Fixed Income Moderate Risk 4.74785
SIP Investment Strategies 4
₹142.444558
Equity Very High Risk 31.05423
SIP Investment Strategies 4
₹1148.4954
Equity Very High Risk 30.98846
SIP Investment Strategies 4
₹1148.4954
Fixed Income Moderate Risk 4.69093
SIP Investment Strategies 4
₹142.444558
Allocation Very High Risk 20.53498
SIP Investment Strategies 4
₹1426.61657
Fixed Income Moderate Risk 4.69093
SIP Investment Strategies 4
₹142.444558
Equity Very High Risk 23.90572
SIP Investment Strategies 4
₹517.247431
Fixed Income Moderate Risk 0.96189
SIP Investment Strategies 4
₹51.3100042
Fixed Income Moderate Risk 0.91408
SIP Investment Strategies 4
₹51.3100042
Fixed Income Low to Moderate Risk 6.26042
SIP Investment Strategies 4
₹2883.7705
Fixed Income Low to Moderate Risk 6.2394
SIP Investment Strategies 4
₹2883.7705
Fixed Income Moderate Risk 0.91408
SIP Investment Strategies 4
₹51.3100042
Equity Very High Risk 24.49374
SIP Investment Strategies 3
₹2143.01866
Equity Very High Risk 24.404
SIP Investment Strategies 3
₹2143.01866
Allocation Very High Risk 19.99097
SIP Investment Strategies 3
₹3377.74555
Allocation Moderate Risk 10.22346
SIP Investment Strategies 3
₹129.902832
Fixed Income Moderate Risk 6.14132
SIP Investment Strategies 3
₹2290.91439
Fixed Income Low to Moderate Risk 6.84488
SIP Investment Strategies 3
₹12126.25
Fixed Income Low to Moderate Risk 5.557
SIP Investment Strategies 3
₹12126.25
Fixed Income Moderate Risk 0.90569
SIP Investment Strategies 3
₹51.3100042
Fixed Income Moderate Risk 7.96709
SIP Investment Strategies 3
₹273.114763
Equity Very High Risk 22.71636
SIP Investment Strategies 3
₹1329.92518
Equity Very High Risk 22.71636
SIP Investment Strategies 3
₹1329.92518
Fixed Income Moderate Risk 0.90569
SIP Investment Strategies 3
₹51.3100042
Allocation Very High Risk 14.84569
SIP Investment Strategies 3
₹7108.96977
Allocation Very High Risk 14.84569
SIP Investment Strategies 3
₹7108.96977
Equity Very High Risk 23.89854
SIP Investment Strategies 3
₹3392.14343
Allocation Very High Risk 25.25923
SIP Investment Strategies 3
₹286.761934
Money Market Low to Moderate Risk 6.31898
SIP Investment Strategies 3
₹20173.9772
Equity Very High Risk 36.28478
SIP Investment Strategies 3
₹5233.477
Equity Very High Risk 36.28478
SIP Investment Strategies 3
₹5233.477
Allocation Very High Risk 11.61564
SIP Investment Strategies 2
₹3377.74555
Equity Very High Risk 18.67811
SIP Investment Strategies 2
₹3392.14343
Equity Very High Risk 19.50098
SIP Investment Strategies 2
₹1752.55566
Fixed Income Moderate Risk 7.93734
SIP Investment Strategies 2
₹273.114763
Equity Very High Risk 19.55986
SIP Investment Strategies 2
₹1752.55566
Allocation Moderate Risk 10.20325
SIP Investment Strategies 2
₹129.902832
Equity Very High Risk 22.61811
SIP Investment Strategies 2
₹1557.13083
Equity Very High Risk 18.67811
SIP Investment Strategies 2
₹3392.14343
Equity Very High Risk 22.68605
SIP Investment Strategies 2
₹1557.13083
Equity Very High Risk 22.61811
SIP Investment Strategies 2
₹1557.13083
Allocation Moderate Risk 10.20325
SIP Investment Strategies 2
₹129.902832
Fixed Income Moderate Risk 2.65803
SIP Investment Strategies 2
₹76.6513513
Fixed Income Low to Moderate Risk 6.32351
SIP Investment Strategies 2
₹2883.7705
Allocation Very High Risk 14.11145
SIP Investment Strategies 2
₹3377.74555
Fixed Income Low to Moderate Risk 6.10467
SIP Investment Strategies 2
₹2883.7705
Fixed Income Moderate Risk 6.11705
SIP Investment Strategies 2
₹2290.91439
Fixed Income Low to Moderate Risk 5.91893
SIP Investment Strategies 2
₹1682.32704
Fixed Income Low to Moderate Risk 5.82893
SIP Investment Strategies 2
₹1682.32704
Fixed Income Low to Moderate Risk 5.91893
SIP Investment Strategies 2
₹1682.32704
Fixed Income Low to Moderate Risk 5.82893
SIP Investment Strategies 2
₹1682.32704
Fixed Income Low to Moderate Risk 5.90906
SIP Investment Strategies 2
₹1682.32704
Fixed Income Moderate Risk 6.13167
SIP Investment Strategies 2
₹2290.91439
Allocation Very High Risk 14.11145
SIP Investment Strategies 2
₹3377.74555
Allocation Very High Risk 11.61564
SIP Investment Strategies 2
₹3377.74555
Fixed Income Low to Moderate Risk 6.10467
SIP Investment Strategies 2
₹2883.7705
Equity Very High Risk 31.73515
SIP Investment Strategies 2
₹10.0177013
Fixed Income Moderate Risk 7.93734
SIP Investment Strategies 2
₹273.114763
Fixed Income Moderate Risk 6.11705
SIP Investment Strategies 2
₹2290.91439
Fixed Income Moderate Risk 6.13167
SIP Investment Strategies 2
₹2290.91439
Equity Very High Risk 19.50098
SIP Investment Strategies 2
₹1752.55566
Fixed Income Low to Moderate Risk 6.90239
SIP Investment Strategies 2
₹12126.25
Equity Very High Risk 23.24584
SIP Investment Strategies 2
₹454.847076
Allocation Moderate Risk 5.88941
SIP Investment Strategies 1
₹129.902832
Allocation Moderate Risk 5.88941
SIP Investment Strategies 1
₹129.902832
Equity Very High Risk 22.6129
SIP Investment Strategies 0
₹50.1665957
Equity Very High Risk 18.9949
SIP Investment Strategies 0
₹2291.56511
Equity Very High Risk 18.9949
SIP Investment Strategies 0
₹2291.56511
Equity Very High Risk 18.9949
SIP Investment Strategies 0
₹2291.56511
Fixed Income Moderate Risk -
SIP Investment Strategies 0
₹348.265611
Fixed Income Moderate Risk -
SIP Investment Strategies 0
₹348.265611
Alternative Low Risk 6.04318
SIP Investment Strategies 0
₹6466.64821
Alternative Low Risk 6.04318
SIP Investment Strategies 0
₹6466.64821
Fixed Income Moderate Risk -
SIP Investment Strategies 0
₹348.265611
Alternative Low Risk 6.05822
SIP Investment Strategies 0
₹6466.64821
Fixed Income Low to Moderate Risk 5.557
SIP Investment Strategies 0
₹12126.25
Allocation Very High Risk 20.12335
SIP Investment Strategies 0
₹37.0577146
Allocation Very High Risk 20.12335
SIP Investment Strategies 0
₹37.0577146
Fixed Income Low to Moderate Risk 154.61466
SIP Investment Strategies 0
₹15.1239381
Fixed Income Low to Moderate Risk 154.61397
SIP Investment Strategies 0
₹15.1239381
Allocation Very High Risk 18.90348
SIP Investment Strategies 0
₹1666.13159
Allocation Very High Risk 18.90348
SIP Investment Strategies 0
₹1666.13159
Allocation Very High Risk 18.90348
SIP Investment Strategies 0
₹1666.13159
Equity Very High Risk 22.25241
SIP Investment Strategies 0
₹40.1098333
Equity Very High Risk 22.25241
SIP Investment Strategies 0
₹40.1098333
Equity Very High Risk 22.25241
SIP Investment Strategies 0
₹40.1098333
Equity Very High Risk 26.71208
SIP Investment Strategies 0
₹512.167043
Equity Very High Risk 26.71208
SIP Investment Strategies 0
₹512.167043
Equity Very High Risk 19.35234
SIP Investment Strategies 0
₹7455.71255
Equity Very High Risk 19.35234
SIP Investment Strategies 0
₹7455.71255
Equity Very High Risk -
SIP Investment Strategies 0
₹2131.10007
Equity Very High Risk -
SIP Investment Strategies 0
₹2131.10007
Equity Very High Risk -
SIP Investment Strategies 0
₹424.052008
Equity Very High Risk 23.70349
SIP Investment Strategies 0
₹1544.50007
Equity Very High Risk 23.70939
SIP Investment Strategies 0
₹1544.50007
Equity Very High Risk 30.88474
SIP Investment Strategies 0
₹1009.69944
Equity Very High Risk 30.88474
SIP Investment Strategies 0
₹1009.69944
Equity Very High Risk 19.35234
SIP Investment Strategies 0
₹7455.71255
Fixed Income Low to Moderate Risk 6.5388
SIP Investment Strategies 0
₹254.503953
Equity Very High Risk -
SIP Investment Strategies 0
₹75.7316661
Equity Very High Risk -
SIP Investment Strategies 0
₹75.7316661
Equity Very High Risk -
SIP Investment Strategies 0
₹75.7316661
Fixed Income Low to Moderate Risk 6.5388
SIP Investment Strategies 0
₹254.503953
Fixed Income Low to Moderate Risk 6.5388
SIP Investment Strategies 0
₹254.503953
Fixed Income Low to Moderate Risk 6.5388
SIP Investment Strategies 0
₹254.503953
Fixed Income Low to Moderate Risk 6.5388
SIP Investment Strategies 0
₹254.503953
Fixed Income Low to Moderate Risk 6.5388
SIP Investment Strategies 0
₹254.503953
Fixed Income Low to Moderate Risk 6.5388
SIP Investment Strategies 0
₹254.503953
Fixed Income Moderate Risk 116.53865
SIP Investment Strategies 0
₹12.1306641
Fixed Income Moderate Risk 116.53865
SIP Investment Strategies 0
₹12.1306641
Equity Very High Risk 23.70349
SIP Investment Strategies 0
₹1544.50007
Money Market Low Risk 5.97397
SIP Investment Strategies 0
₹2175.0594
Money Market Low Risk 6.06458
SIP Investment Strategies 0
₹2175.0594

Key Information

Sponsor

Tata Sons Limited

Trustee

Tata Trustee Company Private Limited

Investment Manager

Tata Asset Management Limited

Trustee

Tata Trustee Company Pvt Limited

Incorporation Date

February 27, 1995

Setup Date

March 13, 1995

How can you invest in the TATA Mutual Funds with EduFund?

 

  1. Download the EduFund App and set up a FREE investment account.
  2. After setting up the App, click on Invest on your Dashboard.
  3. By clicking, you can start exploring the top mutual funds on the App.
  4. Get the trending mutual funds, risk-wise buckets, class-wise buckets for your kid’s future or search for any fund.
  5. Choose any fund, press on Add to Cart and place an SIP or Lumpsum order for your child’s education goals.
  6. That’s how easy it is to invest in mutual funds with EduFund!
Top Fund Managers

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

Get answers to your questions

Read some of the frequently-asked questions here

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