Tata Mutual Fund
Last Updated on 31 Mar 2026
AUM
₹ 2,30,219.64 Cr
Funds on Anand Rathi
174
AMC Age
32 Yrs
Sorted by 5Y Returns descending
List of Top Tata Mutual Fund Schemes
174 records
| Fund Name | |||
|---|---|---|---|
| Tata Infrastructure Fund (G) | 9.06% | 16.83% | 19.11% |
| Tata Mid Cap Fund - (G) | 8.78% | 17.93% | 16.41% |
| Tata Small Cap Fund - Regular (G) | -4.48% | 12.13% | 15.11% |
| Tata Value Fund - (G) | 1.17% | 15.03% | 14.57% |
| Tata Dividend Yield Fund (G) | 11.84% | 16.26% | 14.22% |
| Tata Dividend Yield Fund (IDCW) | 11.84% | 16.26% | 14.22% |
| Tata Dividend Yield Fund (IDCW) RI | 11.84% | 16.26% | 14.22% |
| Tata Small Cap Fund - Regular (IDCW) | -8.15% | 10.68% | 14.21% |
| Tata Small Cap Fund - Regular (IDCW) RI | -8.15% | 10.68% | 14.21% |
| Tata India Consumer Fund (G) | 6.67% | 14.19% | 14.11% |
| Tata Resources & Energy Fund (G) | 12.72% | 17.00% | 13.87% |
| Tata India Pharma & Healthcare Fund (G) | 8.28% | 21.38% | 13.76% |
| Tata ELSS Fund (G) | 6.54% | 14.47% | 13.51% |
| Tata India Consumer Fund (IDCW) RI | 2.53% | 12.70% | 13.27% |
| Tata Resources & Energy Fund (IDCW) RI | 8.30% | 15.45% | 12.95% |
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
Presently working with Tata Asset Management Ltd. since 26th December 2018 as Head Commodity Strategies,Reporting to Chief Investment Officer. From February 2015 to December 2018 with Kotak Commodities Services Pvt. Ltd. as Research Head, Reporting to Chief Executive Officer. From February 2006 to January 2015 with Karvy Comtrade Ltd. as Research Head, Reporting to Business Head & Vice President. MBA(Finance)
From 1st August, 2024 onwards With Tata Asset Management Private Limited as Junior Fund Manager, reporting to Head Fixed Income. From April 2022 to June 2024 With ICICI Bank Ltd. as Fixed Income Trader. Bachelor of Engineering (Electrical), Post Graduate Diploma in Management (BFSI)
Prior to joining Tata AMC he was associated with ASK Raymond James (Jun 2005-Jan 2006) as Lead Analyst (Reporting to Head Research), JM Financial AMC (Feb 2006-June 2007) as Senior Analyst (Reporting to CIO), Prime Securities (Aug 2007-Oct 2008) as Head Research (Reporting to President), BRICS Securities (Nov 2008-Apr 2010) as Consumer Vertical (Reporting to Head Equities) and IDBI Capital Market Services Ltd (Jun 2010-March 2014) as Head Research (Reporting to Executive VP). B.Com, PGDM-Finance
From 3rd Oct' 23 onwards With Tata Asset Management Private Limited as Assistant Fund Manager & Research Analyst, having responsibilities for Consumer sector coverage & reporting to Chief Investment Officer. From 27th Sept' 21 till 2nd Oct'23 With Tata Asset Management Private Limited as Research Analyst, having responsibilities of Consumer sector coverage & reporting to Chief Investment Officer. From 2nd Nov' 15 till 17th Sept' 21 With Axis Capital as Vice President, having responsibilities of Midcap Coverage Analyst & reporting to Head of Research. From 15th Sept' 14 till 23rd Oct' 15 With Ambit Capital as Research Associate, having responsibilities of Consumer coverage & reporting to Equity Analyst. From 4thJan' 12 till 28th Aug' 14 With Reliance Capital Asset Management as Research Associate, having responsibilities of BFSI coverage & reporting to Assistant Fund Manager. Chartered Financial Analyst (CFA), Chartered Accountant (ACA), B.Com
He is having 3 years of experience in Derivative Sales. He started his career with Refco - Sify Securities India Ltd.He worked also with Brics Securities Ltd. B.Com, MBA,
Key Information of Tata Mutual Fund
Tata Mutual Fund
AMCFunds Managed
68
Assets Managed
₹ 2,30,219.64 Cr
Contact Details
Registered Address
1903, B-Wing, Parinee Crescenzo,G-Block, Bandra Kurla Complex,Bandra East Mumbai - 400051
Managing Director
Mr. Rajiv Sabharwal
Chief Executive Officer
Mr. Prathit D.Bhobe
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 ₹2,30,219.64 crore under its mutual fund business, indicating its scale and investor trust.
Mr. Prathit D.Bhobe 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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