Tata Mutual Fund
Last Updated on 30 Jun 2026
AUM
₹ 2,31,388.31 Cr
Funds on Anand Rathi
177
AMC Age
32 Yrs
Sorted by 5Y Returns descending
List of Top Tata Mutual Fund Schemes
177 records
| Fund Name | |||
|---|---|---|---|
| Tata Infrastructure Fund (G) | 3.95% | 14.04% | 16.95% |
| Tata Infrastructure Fund (IDCW) | 3.95% | 14.04% | 16.93% |
| Tata Mid Cap Fund - (G) | 6.25% | 16.26% | 15.09% |
| Tata Mid Cap Fund - (IDCW) | 6.25% | 16.26% | 15.05% |
| Tata India Consumer Fund (IDCW) | 6.99% | 14.88% | 14.31% |
| Tata India Consumer Fund (G) | 6.98% | 14.88% | 14.31% |
| Tata Value Fund - (G) | 0.62% | 12.95% | 14.18% |
| Tata India Pharma & Healthcare Fund (IDCW) | 7.29% | 19.37% | 13.69% |
| Tata India Pharma & Healthcare Fund (G) | 7.28% | 19.37% | 13.68% |
| Tata Value Fund - (IDCW-Trigger - Opt A - 5%) | 0.62% | 13.00% | 13.62% |
| Tata India Consumer Fund (IDCW) RI | 2.83% | 13.38% | 13.41% |
| Tata Small Cap Fund - Regular (G) | -7.70% | 10.73% | 13.12% |
| Tata Small Cap Fund - Regular (IDCW) | -7.70% | 10.73% | 13.12% |
| Tata Dividend Yield Fund (G) | 9.03% | 13.80% | 13.08% |
| Tata Dividend Yield Fund (IDCW) | 9.03% | 13.80% | 13.08% |
Calculate Your Mutual Fund Returns
Returns Estimator
Estimation is based on the past performance
Expected Rate of Return
The value of your investment after 5 Years will be
₹4,12,432
Invested Amount
₹3,00,000
Est. Returns
₹1,12,432
Fund Managers of Tata Mutual Fund
From 16th March 2026 onwards With Tata Asset Management Private Limited as Fund Manager - Fixed Income, having fund management responsibilities, reporting to Deputy Head - Fixed Income. From June 2020 till March 2026 With SBI Funds Management Pvt. Ltd. as Fund Manager having fund management responsibilities for managing Provident Fund debt mandates of PMS division, reporting to Head - PMS. From February 2018 till June 2020 With Invesco Mutual Fund as Credit Analyst having responsibilities of analyzing companies in Financial and non-financial services sectors, reporting to Head - Fixed Income. From November 2014 till September 2017 With CRISIL Ratings as Credit Analyst having responsibilities of analyzing companies in non-financial services sectors and preparing & publishing rating reports, reporting to Associate Director. MBA (Finance) from Faculty of Management Studies, Delhi. Bachelor of Engineering in Electronics and Telecommunication Engineering from Pune University.
Tata Asset Management Private Limited From 19-Dec-2023 onwards Fund Manager for Overseas Investments, reporting to CIO - Equities From 04-Jan-2023 till 18-Dec-2023 Research Analyst, reporting to CIO - Equities Trust Financial Consultancy Services Pvt. Ltd. From 07-Dec-2020 till 03-Jan-2023 Associate Vice President, Equity Advisory, reporting to Chief Executive Officer Avvanti Advisors Pvt. Ltd. From 20-Jul-2020 till 30-Nov-2020 Senior Equity Research Analyst, Investments- Equity, reporting to Partner SHK India Private Limited From 01-Apr-2009 till 31-Mar-2018 Business Head, Reporting to Managing Director MBA (PGPEM) from Indian Institute of Management, Bangalore, B.Sc (Hons) in Business and Administration, Brunel University, London, U.K
Prior to joining Tata Mutual Fund, he was associated with Canara Robeco Asset Management Co. Ltd. as Senior Fund Manager-Fixed Income. His previous assignments include Treasury Management at Edelweiss Securities Limited and Rallis India Limited. B.Com, MBA (Finance & Marketing)
From 01st March, 2025 & onwards With Tata Asset Management Private Limited as Fund Manager & Research Analyst having responsibilities for covering IT, Internet, Telecom, Media & any other sectors as may be assigned from time to time and reporting to Chief Investment Officer - Equities. From Mar, 24 to Feb, 25 With Tata Asset Management Private Limited as Research Analyst having responsibilities for IT, Internet, Telecom & Media sector coverage and reporting to Chief Investment Officer - Equities. From Feb, 19 to Mar, 24 With Star Union Dai-Ichi Life Insurance Ltd as Research Analyst having responsibilities for IT, Consumer and Building Materials sector coverage and reporting to Chief Investment Officer. From Oct, 17 to Jan, 19 With Star Union Dai-Ichi Life Insurance Ltd as Assistant Manager having responsibilities for Investment Back & Mid Office and reporting to Financial Controller. Chartered Accountant
From June 2013 till date Fund Manager for schemes of Tata Mutual Fund - Reporting to Chief Investment Officer-Equities. Jan 2012 - June 2013 with Tata Asset Management Ltd. as Principal Officer of Tata Asset Management Ltd - PMS. May 2008 - Jan 2012 with Tata Asset Management Ltd as DGM (Investments). Reporting to Head of Research. Aug 2007 - April 2008 with Indiareit Fund Advisors Pvt. Ltd as Asst. Vice President (Investments). Reporting to Director (Investments). Nov 2001 - Aug 2007 with Credit Analysis & Research Ltd. as Deputy General Manager. Reporting to Executive Director. Graduate in engineering from Sardar Patel University, Gujarat and holds a masters in business administration from Sardar Patel University, Gujarat.
Key Information of Tata Mutual Fund
Tata Mutual Fund
AMCFunds Managed
68
Assets Managed
₹ 2,31,388.31 Cr
Contact Details
Registered Address
1903, B-Wing, Parinee Crescenzo,G-Block, Bandra Kurla Complex,Bandra East Mumbai - 400051
Managing Director
Anand Vardarajan
Chief Executive Officer
Anand Vardarajan
Compliance Officer
Mr. Padmanabhan Ramanatha
How to Invest in Tata Mutual Fund with Anand Rathi?
Planning to invest in Tata Mutual Fund online?
Anand Rathi provides a secure and seamless platform to get started easily.
Follow these 5 simple steps:
- Register or Log In: Visit the Anand Rathi website or download the AR Invest app. Sign up, open a demat account, and log in in just a few minutes.
- Complete Your KYC: Finish a quick, fully paperless KYC process. Once done, you're ready to invest without delays.
- Explore Tata Mutual Fund: Browse available Tata Mutual Fund and shortlist those that align with your investment goals.
- Choose Your Investment Mode: Invest your way- opt for SIP to build discipline or go for a lump sum if you prefer a one-time investment.
- Monitor & Watch Your Investments Anytime: Invested in Tata Mutual Fund and want to track your portfolio? With our intuitive dashboard, effortlessly track the NAVs and performance of the funds.
Documents Required to Invest in Tata Mutual Fund
Investing in Tata Mutual Fund online is simple and paperless. Here's what you need to get started with Anand Rathi:
The following set of documents is required to invest in mutual fund:
- PAN Card - Mandatory for all investment transactions.
- Bank Account Proof - Canceled cheque or bank statement with your name, account number, and IFSC code.
- KYC Documents - Completed online KYC (e-KYC through Aadhaar/OTP).
SEBI Regulations & Compliance on Tata Mutual Fund
As per the Securities and Exchange Board of India, here are the rules that apply for
AMCs (Asset Management Companies) providing mutual fund schemes.
- SEBI Regulation: AMCs operate under SEBI (Mutual Funds) Regulations, 1996.
- Mandatory Structure: Sponsor-Trustee-AMC structure is compulsory for all MF houses.
- SEBI Registration: AMC must be registered with SEBI to provide its scheme to investors.
- Minimum Net Worth: AMC must maintain Rs 50 crore net worth at all times.
- Scheme Disclosure: Scheme Information Document (SID) & Key Information Memorandum (KIM) filing with SEBI is mandatory before launch.
- Asset Allocation: Mutual fund schemes must strictly follow the stated investment mandate.
- Exposure Limits: A certain cap on stock, sector, and group exposure applies.
- Risk Management: AMCs must have a strong risk and liquidity controls.
- Expense Ratio: Total Expense Ratio (TER) is capped and transparently disclosed.
- NAV Disclosure: Net Asset Value (NAV) must be declared daily.
- Compliance Officer: Mandatory appointment for regulatory oversight.
- Investor Protection: Grievances handled via SEBI?s SCORES (SEBI Complaints Redress System) platform.
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Disclaimer
The information provided on this page is for informational purposes only and should not be construed as investment advice, recommendation, or solicitation to buy or sell any securities or financial pr...
Frequently Asked Questions
Log in to the AR Invest app or website, or else, open a demat account with the stock broker online. Then complete your KYC, select the Tata Mutual Fund fund, choose the SIP amount and frequency, and confirm the mandate. Your SIP will start from the date chosen.
To stop your SIP anytime on the AR Invest app, go to your active SIPs, select the SIP you want to discontinue, and confirm. The SIP will stop from the next installment itself.
To increase your SIP amount in Tata Mutual Fund;
Go to your active SIPs
Select the SIP you want to modify
Update the installment amount, and confirm.
The new amount will be debited from the next cycle.
Go to your active SIPs
Select the SIP you want to modify
Update the installment amount, and confirm.
The new amount will be debited from the next cycle.
You can invest in mutual fund app via lumpsum by;
Log in to the AR Invest app or open a demat account
Select your preferred Tata Mutual Fund fund
Choose "Lumpsum" mode, enter the amount, and complete payment via net banking, UPI, or debit mandate.
Log in to the AR Invest app or open a demat account
Select your preferred Tata Mutual Fund fund
Choose "Lumpsum" mode, enter the amount, and complete payment via net banking, UPI, or debit mandate.
Redemptions are easy on the AR Invest mutual fund app. Simply, select the units to redeem, enter the amount or number of units, and confirm. Proceeds are then credited to your registered bank account.
Track your portfolio in real-time via AR Invest mutual fund app. Check NAVs, SIP performance, and generate statements anytime on the app or website.
Your investment statements are available on AR Invest mutual fund app. Here's how you can access the statement/reports.
Open the AR Invest app ? Pull the drawer from the bottom.
Click on "Reports," and select the type of statement you want to generate.
Choose the Financial year and time period you wish to view the statement.
Confirm "Send Reports on Email" and get details of NAV, transactions, and current value.
You can also download statements via AMC, scheme, or asset-wise.
Open the AR Invest app ? Pull the drawer from the bottom.
Click on "Reports," and select the type of statement you want to generate.
Choose the Financial year and time period you wish to view the statement.
Confirm "Send Reports on Email" and get details of NAV, transactions, and current value.
You can also download statements via AMC, scheme, or asset-wise.
All mutual funds are regulated by SEBI. While professionally managed, they carry market risks. Review the scheme's risk profile before investing.
No, it is not necessary to open a demat account to invest in Tata Mutual Fund. Usually, MF units are held digitally in your AMC folio via the "Statement of Account" (SoA) form. Opening a DEMAT account is optional if you prefer.
Top funds are based on performance and fund objectives. Check the AR Invest app for the current list of top-performing Tata Mutual Fund funds.
By investing in Tata Mutual Fund funds, investors get access to professional management, diversification, ease of online transactions via AR Invest, liquidity, and transparent reporting.
Every mutual fund has different suitability based on risk appetite. Those looking for professional management and diversification can think about Tata Mutual Fund funds.
Unlike anymarket instrument, even Tata Mutual Fund funds include risks like market volatility, interest rate changes (for debt funds), and liquidity risks. Review the fund's scheme information document before investing in any stock broker online app.
The AMC has been operating for 32 years, reflecting its experience and track record in the mutual fund industry.
Tata Mutual Fund manages assets worth ₹2,31,388.31 crore under its mutual fund business, indicating its scale and investor trust.
Anand Vardarajan is the current Chief Executive Officer of Tata Mutual Fund.
Mr. Padmanabhan Ramanatha is the current Compliance Officer of Tata Mutual Fund.
Tata Mutual Fund currently manages 68 Mutual fund schemes.
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