Tata Mutual Fund
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Tata Mutual Fund

Established in 1994, Tata Asset Management Private Limited (TAMPL) is part of Tata Group, one of India’s largest business houses. With a track record of 30 years in investment management, TAMPL manages investments of Tata Mutual Fund, a mutual fund registered with SEBI. Tata Sons hold 67.91% shares in the AMC, while Tata Investment Corporation Limited holds the remaining shares. As of July 31, 2024, the company had a folio base of approx. over 61,70,000 and an AUM of approx. Rs. 1,76,521.34 Cr. Tata Mutual Fund offers around 74 mutual fund schemes to investors. Apart from mutual funds, the AMC also offers portfolio management services and advisory services for Indian and overseas investors.

List of All Tata Mutual Fund

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Details of Tata Mutual Fund

Founding DateMarch 15, 1994
Address1903, B-Wing, Parinee Crescenzo,G-Block, Bandra Kurla Complex,Bandra East Mumbai - 400051
Emailservice@tataamc.com
Telephone022 62827777

Documents Required to Invest

To invest in Tata Mutual Fund schemes, there is no physical documentation required. You need to upload the following KYC documents online:

  • Proof of Identity (PAN, Aadhaar)
  • Proof of Address (Aadhaar)

How to Invest in Tata Mutual Fund

Step 1: Download the Rupeezy App if you do not have an account.

Step 2: If you are a first-time user, you need to submit your KYC documents like PAN, Aadhaar, add personal details, and complete the account verification.

Step 3: Select Tata Mutual Fund and review the scheme list in each category.

Step 4: Assess the funds' performance and risk parameters.

Step 5: Select the appropriate category as per your financial goal and risk appetite.

Step 6: Compare the selected fund with other funds in its category using Smart Explore on a visual graph.

Step 7: Check fund portfolio overlap among all funds in your portfolio. Check the fund impact on your overall portfolio with the Impact Analysis feature.

Step 8: Select the fund, add lumpsum, or SIP, and set up payment with UPI or net banking.

Tata Mutual Fund FAQs

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