Tata Mutual Fund
Tata Asset Management Ltd. (TAML) is part of the Tata Group that manages Tata Mutual Fund. The company was established in 1994 and offers diverse investment options to investors based on their risk appetite, financial objectives, and income.
According to the company, their business is based on the 3 most significant aspects – performance, service, and trust. Its vision is to deliver a better quality of life to their investors by securing their financial future.
Tata Asset Management Ltd. currently offers hybrid funds, equity funds, and fixed income funds. The funds have received various awards over the years some of which include –
- CNBC TV 18 Mutual Fund Awards awarded the Tata Equity P/E Fund as the Best Value/Contra Fund.
- CNBC TV 18 Mutual Fund Awards also awarded the Tata Treasury Advantage Fund as the Best Low Duration Debt Fund.
- Thomson Reuters Lipper India 2018 Fund Awards awarded the Tata Retirement Savings-Moderate (3 years & 5 years) in the Mixed Asset INR Aggressive category.
- Business Today-Money Today Financial Awards awarded the Tata Balanced Fund as the Best Long-Term Balanced Fund in its category.
Tata Asset Management Ltd. is registered as a mutual fund with SEBI under the registration code MF/023/95/9. The company registered itself as a portfolio manager in 14 September 2004 with the registration code INP000001058. It also operates a Foreign Institutional Investor (FII) - Tata Asset Management (Mauritius) Private Ltd., registered with SEBI under the registration code INMUFD161207.
While Tata Sons Ltd. holds 67.91% shares in TAML, 32.09% shares are held by Tata Investment Corporation Ltd.
Key Information
- Mutual Fund Name
- Tata Mutual Fund
- AMC Setup Date
- 30 June 1995
- AMC
- Tata Mutual Fund
- AMC Incorporatin Date
- 1995-06-30T00:00
- Sponsor Name
- Tata Sons Ltd.
- Tata Investment Corp. Ltd.
- Trustee Organization
- Tata Trustee Company Private Ltd
- Name of Trustees
- Mr. Pratip Kar(Chairman)
- Mr. Cyrus F Vachha(Independent Director)
- Mr. Shuva Mandal(Associate Director)
- Chairman
- Mr. Rajiv Sabharwal
- CIO
- Rahul Singh(Chief Investment Officer-Equity)
- MD and CEO
- Mr. Prathit Bhobe
- Compliance Officer
- Mr. Upesh Shah
- Investor Service Officer
- Ms. Kashmira Kalwachwala
- Total AUM (as of end of last quarter)
- 216850.84914883
List of Tata Mutual Fund in India
Tata Arbitrage Fund Direct Growth | Hybrid | Low | 7.15% | 20013 |
Tata Money Market Fund Direct Growth | Debt | Moderate | 7.33% | 35599 |
Tata Ultra Short Term Fund Direct Growth | Debt | Moderate | 7.17% | 4560 |
Tata Overnight Fund Direct Growth | Debt | Low | 5.75% | 4454 |
Tata Gold ETF FoF Direct Growth | Commodities | High | 91.72% | 812 |
Tata Focused Fund Direct Growth | Equity | Very High | 5.98% | 1858 |
Tata Large Cap Direct Plan Growth | Equity | Very High | 9.04% | 2839 |
Tata Small Cap Fund Direct Growth | Equity | Very High | -5.58% | 11324 |
Tata Balanced Advantage Fund Direct Growth | Hybrid | Very High | 6.85% | 9690 |
Tata Gilt Securities Fund Direct Growth | Debt | Moderate | 4.81% | 1246 |
Tata Treasury Advantage Direct Plan Growth | Debt | Low to Moderate | 7.11% | 3563 |
Tata Mid Cap Direct Plan Growth | Equity | Very High | 9.56% | 5497 |
Tata India Pharma & Healthcare Fund Direct Growth | Equity | Very High | -1.21% | 1310 |
Tata India Consumer Fund Direct Growth | Equity | Very High | 3.2% | 2671 |
Tata Banking and Financial Services Fund Direct Growth | Equity | Very High | 20.91% | 3225 |
See All |