Tata Mutual Fund
Last Updated on 30 Jun 2026
AUM
₹ 2,31,388.31 Cr
Funds on Anand Rathi
177
AMC Age
32 Yrs
Tata Mutual Fund combines the trusted Tata Group legacy with disciplined, research-driven fund management to offer solutions for every investor goal. Whether you're starting a SIP or building a long-term portfolio, their focus on governance and risk management makes investing straightforward and reliable.
Sorted by 5Y Returns descending
List of Top Tata Mutual Fund Schemes
177 records
| Fund Name | |||
|---|---|---|---|
| Tata Infrastructure Fund (G) | 5.88% | 11.12% | 15.62% |
| Tata Infrastructure Fund (IDCW) | 5.88% | 11.12% | 15.60% |
| Tata Small Cap Fund - Regular (G) | -1.18% | 10.41% | 14.13% |
| Tata Small Cap Fund - Regular (IDCW) | -1.18% | 10.41% | 14.13% |
| Tata Mid Cap Fund - (G) | 7.44% | 13.31% | 13.93% |
| Tata Mid Cap Fund - (IDCW) | 7.44% | 13.31% | 13.90% |
| Tata Small Cap Fund - Regular (IDCW) RI | -4.98% | 8.98% | 13.24% |
| Tata Business Cycle Fund (G) | 2.25% | 10.21% | 13.13% |
| Tata Business Cycle Fund (IDCW) | 2.25% | 10.21% | 13.13% |
| Tata Business Cycle Fund (IDCW) RI | 2.25% | 10.21% | 13.13% |
| Tata India Pharma & Healthcare Fund (IDCW) | 8.91% | 18.32% | 13.10% |
| Tata India Pharma & Healthcare Fund (G) | 8.91% | 18.32% | 13.10% |
| Tata Value Fund - (G) | 2.28% | 11.58% | 12.56% |
| Tata Value Fund - (IDCW-Trigger - Opt A - 5%) | 2.28% | 11.63% | 12.30% |
| Tata India Consumer Fund (IDCW) | 2.75% | 13.19% | 12.30% |
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.
From Mar 2017 till date with Tata Asset Management Pvt Ltd reporting to Chief Investment Officer - Equities. Earlier she was Research Analyst, tracking Pharma, Technology and Telecom sector. Reporting to the Chief Investment Officer - Equities. From Dec 2014 to Feb 2017 with Kotak Securities, tracking Pharma sector. Reporting to the Head of Research. From Jun 2013 to Nov 2014 with HDFC Securities, as Research Analyst, tracking Pharma sector. Reporting to Head of Research. From Sep 2011 to Jun 2013 with AMSEC (Asian Market Securities) as Research Analyst, tracking Pharma sector. Reporting to Head of Research. From May 2010 to Sep 2011 with Dalal & Broacha Stock Broking as Research Analyst, tracking Pharma sector. Reporting to Head of Research. Bachelor in Economics and CFA Charterholder
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
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,
From 24th March, 2025 onwards With Tata Asset Management Private Limited as Dealer Investments & reporting to CIO. From November 2023 to 21st March 2025 With Share India Securities Ltd as Dealer for Institutional Dealing & reporting to Head of Equities. From October 2022 to October 2023 With Sharekhan Ltd as Dealer for Institutional Dealing & reporting to Manager. From May 2021 to September 2022 With Choice Equity Broking Pvt Ltd as Dealer for HNI Dealing & reporting to Director. From November 2019 to February 2021 With Globe Capital Market Ltd as Senior Wealth Manager for Dealing & reporting to Regional Head. From January 2016 to November 2019 With Namostute Trading Pvt Ltd (Angel Broking Ltd) as Branch Manager for Dealing & reporting to Director. From June 2014 to December 2015 With Kotak Securities (HO) as Assistant Manager for Dealing & reporting to Vice-president. MFM (Master's degree in financial management), BAF (Bachelor of Commerce-Accounting & Finance)
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
About Tata Mutual Fund
Tata Mutual Fund is one of India's established mutual fund houses, backed by the trusted Tata Group legacy. Known for its disciplined investment approach and investor-centric philosophy, Tata Mutual Fund offers a wide range of schemes across equity, debt, hybrid, and thematic categories to cater to varied financial goals and risk appetites.
With a focus on long-term wealth creation, robust research processes, and prudent risk management, Tata Mutual Fund has built a strong reputation among retail and institutional investors alike. Whether you are a first-time investor or an experienced market participant, the Tata Mutual Fund list includes solutions for wealth creation, income generation, and portfolio diversification.
Advantages of Investing in Tata Mutual Fund Schemes
Here are some of the key advantages you can gain by selecting Tata Mutual Fund for your investments:
- Trusted Brand Legacy: Backed by the renowned Tata Group, known for governance and credibility.
- Wide Range of Schemes: Choose from equity, debt, hybrid, sectoral, and tax-saving funds.
- Experienced Fund Management: Managed by skilled professionals supported by strong research capabilities.
- Long-Term Wealth Creation Potential: Suitable schemes available for goals such as retirement, education, and capital appreciation.
- Risk Management Framework: Focus on diversification and disciplined investing processes.
- Accessible Investment Options: Start investing with SIPs or lump sum amounts based on your preference.
How to Invest in Tata Mutual Fund with Anand Rathi?
Planning to invest in the Mirae Asset 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 Funds 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 the 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 a 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).
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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
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.
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.
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.
Every mutual fund has different suitability based on risk appetite. Those looking for professional management and diversification can think about Tata Mutual Fund funds.
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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