Tata Mutual Fund

Tata Mutual Fund is one of the well-reputed fund houses in India. Backed by the Salt to Software Conglomerate, Tata Group, Tata Mutual Fund has been operating in India for more than two decades. With consistent performance and top-notch service, the fund house has been able to win the trust of millions of individuals. It offers schemes under various categories such as equity, debt, hybrid, and ELSS. Apart from them, it also offers retirement solution and child savings plan.

Tata MF Company offers investment options for all, including salaried professionals to businessmen, housewife to retired individuals, conservative to aggressive capital builders. The asset management company that looks after the schemes of Tata is Tata Asset Management Limited.

Mutual Fund: About Tata MF

As mentioned earlier, Tata Mutual Fund is a part of the proud and prestigious Tata Group. The company aims towards overall excellence with the help of rigorous risk management methods. The company’s philosophy is centred towards seeking consistent and long-term results. The company benchmarks its efforts using the principles of consistency, flexibility, stability, and services. Some of the core values of Tata that supports its way of doing the business include:

• Pioneering: It means that the company is courageous enough to take the challenges to develop innovative products based on customer’s viewpoints.
• Integrity: It means that the company will be honest and ethical in its code of conduct.
• Excellence: It means that the company will achieve be passionate about achieving highest quality standards.

Top and Best Tata Mutual Fund Schemes

Tata Mutual Fund offers a number of schemes under various categories to satisfy the customer’s preferences. Some of these categories of Mutual Funds along with the top and best schemes under each of them are explained as follows.

Equity Mutual Funds

Equity Funds are the schemes whose corpus money is invested in equity and equity-related instruments of various companies. These funds are considered to be a good option for long-term investment. In addition, risk-seeking people can choose to invest in equity funds. Moreover, the returns on equity funds are not consistent. Some of the categories of equity funds include large-cap mutual funds, mid-cap mutual funds, small cap mutual funds, Diversified Funds, and so on. Tata Mutual Fund offers a number of schemes under equity funds category to satisfy the diverse requirements of the individuals. Some of the top and best performing Equity Mutual Funds of Tata are as follows.

Debt Mutual Funds

Debt Funds are the ones whose fund money is invested in various fixed income instruments. Some of these instruments in which debt funds invest their fund money include treasury bills, commercial papers, certificate of deposits, government Bonds, gilts, and so on. Debt Funds are classified on the basis of the maturity tenure of their underlying assets. Some of the categories of debt funds include Liquid Funds, ultra short-term debt funds, short-term debt funds, dynamic bond funds, Gilt Funds, and so on. People who have a low-risk appetite and are looking out for regular income based schemes can choose to invest in debt funds. Tata offers numerous schemes under Debt fund category keeping in mind the customer’s preferences. Tata’s some of the top and Best Debt Funds are listed below.

Balanced Funds

Also known as hybrid funds, balanced funds invest their corpus money in both equity as well as fixed income instruments. The proportion of investment between equity and debt is pre-determined and may change sometimes. These schemes are classified on the basis of their underlying equity investment. If the equity investment is less than 65% then the schemes are known as Monthly Income Plan or MIPs. Contrarily, if the equity investment is more than 65% then the schemes are known as balanced funds. Some of the top and best schemes under balanced funds category are listed below as follows.

Liquid Funds

The liquid fund is a category of debt funds which is considered to be one of the safe investment avenues. The maturity profiles of underlying assets in the liquid fund’s portfolio is considered to be very less. Their maturity profile is less than or equal to 90 days. People having idle money in their account can choose liquid funds as an investment to earn more as compared to savings bank account. Some of the top and Best Liquid Funds offered by Tata are listed below as follows.

No Funds available.

Tata SIP Mutual Fund

Tata Mutual Fund offers SIP option in most of its schemes. SIP or Systematic Investment Plan refers to an investment mode in Mutual Funds where people invest in Mutual Fund schemes in small amounts. Also referred to as goal-based investment; people can make their bigger dreams come true through small investment amounts. The minimum SIP amount in most schemes of Tata Mutual Fund starts with ₹500.

Tata Mutual Fund Name Changes

After SEBI's (Securities and Exchange Board of India) circulation on re-categorisation and rationalisation of open-ended mutual funds, many Mutual Fund Houses are incorporating changes in their scheme names and categories. SEBI introduced new and broad categories in Mutual Funds in order to bring uniformity in similar schemes launched by the different Mutual Funds. This is to aim and ensure that investors can find it easier to compare the products and evaluate the different options available before investing in a scheme.

Here is a list of Tata schemes that got new names:

*Note-The list will be updated as and when we get an insight about the changes in the scheme names.

Mutual Fund Calculator

mutual fund calculator is also known as sip calculator. This calculator helps people to calculate the SIP amount they need to invest to attain their objectives. This calculator takes into account an individual’s income, their present expenses, the rate of returns expected among investors, the rate of returns expected on the investment, and other related parameters. This calculator also shows the growth of SIP over a period of time. The calculator helps people to determine the savings amount and the type of schemes they need to choose to accomplish their goals.

Mutual Fund Calculator

Tata Mutual Fund Online

Tata Mutual Fund like other fund houses provides investors with online mode of Mutual Fund investment. People opting for online mode of investment can invest from anywhere and at any time as per their convenience. People opting through online mode of investment can invest through the fund house directly or through Mutual Fund distributor. One of the advantages of investing through investor is that they get to see the performance of a number of schemes along with their analysis under one roof. Through online mode, people can easily invest and redeem their money in simple steps.

How to Invest in Tata Mutual Fund?

1. Open Free Investment Account for Lifetime at Fincash.com.

2. Complete your Registration and KYC Process

3. Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!

   Get Started

Tata Mutual Fund Account Statement

You can get your latest Tata Mutual Fund Account statement via email from their website. Enter your name, Folio number and PAN details. Please note that the account statement will be sent to your email-id registered only. If you wish to register your Email ID with the AMC you can download the data updation form from the Tata's website and submit it to the nearest TMF Branch or CAMS Service Center.

Tata Mutual Fund NAV

The Net Asset Value or NAV of various schemes of Tata Mutual Fund can be found on the fund house’s or AMFI’s website. Both these websites show the current as well as the past NAV of all the schemes. The NAV of a scheme helps individuals to determine its performance for a given period of time.

Why Opt for Tata Mutual Fund?

Some of the reasons, why people choose to invest their savings in Tata Mutual Fund are:

• Brand: The name Tata comes with a huge value, trust, and reliability. It enjoys a high equity in the country.
• Excellent Service: Along with fund management, Tata Mutual Fund offers expert financial services. Investors are attracted by the trust and consistent record of the company.
• Safety: Performance of the company has created a confidence among the investors about the safety of their money. Even with high risks, investors have a strong belief that the money will not be mismanaged.
• Building up Wealth: It is a good option for a gradual wealth creation over a period of time.
• Tax Benefits: Company schemes offer the option to minimise taxable income thus, saving tax.

Corporate Address

Mafatlal Centre, 9th Floor, Nariman Point, Mumbai - 400021

Sponsors

Tata Sons Limited &

Tata Investment Corp. Ltd.