Tata Mutual Fund

Q: Are Tata Mutual Fund mutual fund's schemes safe to invest in?

Yes, Tata Mutual Fund mutual fund schemes are considered safe investments. In India, all Asset Management Companies (AMC), including Tata Mutual Fund, are regulated by SEBI (Securities and Exchange Board of India) and AMFI (Association of Mutual Funds in India). The mutual fund industry operates under strict regulations to safeguard investors' interests. However, it's crucial for investors to conduct thorough research to ensure that the specific fund schemes align with their financial goals and risk tolerance.

Q: Are Tata Mutual Fund mutual funds tax-free?

Tata Mutual Fund Mutual Fund schemes are not tax free. Mutual fund capital gains are subject to capital gains tax. In the case of equity mutual funds, mutual fund units sold within a year of purchase will attract a 20% tax on profits. Gains from mutual funds held for more than a year are taxed at 12.5%. For debt funds, the debt fund units sold within three years will be taxed as per the income tax slab. For debt funds held for over three years, the tax rate is 12.5% without indexation benefits.

Q: Which are the top performing funds of Tata Mutual Fund?

Here are some of the best-performing funds from Tata Mutual Fund AMC based on past 5-year returns: Fund Name 5-Year Return (%) Tata Nifty India Tourism Index Fund 0% Tata Digital India Fund 2.29% Tata BSE Sensex Index Fund 5.21% Tata Ethical Fund 5.45% Tata NIFTY 50 Index Fund 6.20%

Q: Are Tata Mutual Fund a good choice for long-term capital appreciation?

Yes, Tata Mutual Fund AMC is good for long-term capital appreciation. The equity schemes under the AMC have performed well over the long term and delivered returns above the category average. Visit the Rupeezy Invest App to check Tata Mutual Fund AMC fund performance.

Q: How can I check my Tata Mutual Fund mutual funds status on Rupeezy?

You can log in to your Rupeezy app and view your portfolio which will show you the current value as per the prevailing NAV on the last closing business day.

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

All

Equity

Debt

Hybrid

ELSS

Index

Sort Return By :

3Y Return

Fund Name	Return	Risk	Cat. Avg
Tata India Pharma & Healthcare Fund Equity●Sector Funds	18.85%	18.85%	-
Tata Resources & Energy Fund Equity●Sector Funds	15.26%	15.26%	-
Tata Mid Cap Fund Equity●Mid Cap Fund	13.6%	13.60%	-
Tata India Consumer Fund Equity●Sector Funds	13.48%	13.48%	-
Tata Nifty Midcap 150 Momentum 50 Index Fund Equity●Index Funds	13.26%	13.26%	-
Tata Dividend Yield Fund Equity●Dividend Yield	13.11%	13.11%	-
Tata Value Fund Equity●Value Fund	12.48%	12.48%	-
Tata Multi Asset Allocation Fund Hybrid●Multi Asset Allocation	12.29%	12.29%	-
Tata Infrastructure Fund Equity●Sector Funds	12.13%	12.13%	-
Tata Small Cap Fund Equity●Small cap Fund	12.05%	12.05%	-
Tata ELSS - Tax Saver Fund Equity●Equity Linked Savings Scheme	11.79%	11.79%	-
Tata Banking and Financial Services Fund Equity●Sector Funds	10.6%	10.60%	-
Tata Business Cycle Fund Equity●Thematic Fund	10.29%	10.29%	-
Tata Large Cap Fund Equity●Large Cap Fund	9.37%	9.37%	-
Tata Multicap Fund Equity●Multi Cap Fund	9.25%	9.25%	-
Tata Flexi Cap Fund Equity●Flexi Cap Fund	8.85%	8.85%	-
Tata Focused Fund Equity●Focused Fund	8.68%	8.68%	-
Tata Nifty G-Sec Dec 2029 Index Fund Debt●Index-Debt	7.68%	7.68%	-
Tata Aggressive Hybrid Fund Hybrid●Aggressive Hybrid Fund	7.66%	7.66%	-
Tata Balanced Advantage Fund Hybrid●Dynamic Asset Allocation	7.54%	7.54%	-
Tata Money Market Fund Debt●Money Market	7.52%	7.52%	-
Tata Ultra Short Term Fund Debt●Ultra Short Duration	7.52%	7.52%	-
Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60:40 Index Fund Debt●Index-Debt	7.51%	7.51%	-
Tata Arbitrage Fund Hybrid●Arbitrage Fund	7.48%	7.48%	-
Tata Floating Interest Rates Fund Debt●Floating Rate	7.42%	7.42%	-
Tata Nifty G-Sec Dec 2026 Index Fund Debt●Index-Debt	7.32%	7.32%	-
Tata Ultra Short to Short Term Fund Debt●Low Duration	7.32%	7.32%	-
Tata Corporate Bond Fund Debt●Corporate Bond	7.28%	7.28%	-
Tata Short Term Fund Debt●Short Duration	7.23%	7.23%	-
Tata Liquid Fund Debt●Liquid	6.96%	6.96%	-
Tata Housing Opportunities Fund Equity●Thematic Fund	6.7%	6.70%	-
Tata Gilt Fund Debt●Gilt	6.55%	6.55%	-
Tata Large & Mid Cap Fund Equity●Large & Mid Cap	6.28%	6.28%	-
Tata Overnight Fund Debt●Overnight Fund	6.08%	6.08%	-
Tata NIFTY 50 Index Fund Equity●Index Funds	5.95%	5.95%	-
Tata BSE Sensex Index Fund Equity●Index Funds	4.29%	4.29%	-
Tata Ethical Fund Equity●Thematic Fund	3.95%	3.95%	-
Tata Digital India Fund Equity●Sector Funds	3.54%	3.54%	-
Tata India Innovation Fund Equity●Thematic Fund	-	-	-
Tata Nifty Next 50 Index Fund Equity●Index Funds	-	-	-
Tata Nifty Financial Services Index Fund Equity●Index Funds	-	-	-
Tata Nifty MidSmall Healthcare Index Fund Equity●Index Funds	-	-	-
Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund Equity●Index Funds	-	-	-
Tata Nifty India Tourism Index Fund Equity●Index Funds	-	-	-
Tata BSE Select Business Groups Index Fund Equity●Index Funds	-	-	-
Tata Nifty Midcap 150 Index Fund Equity●Index Funds	-	-	-
Tata Nifty Auto Index Fund Equity●Index Funds	-	-	-
Tata Nifty Realty Index Fund Equity●Index Funds	-	-	-
Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund Equity●Index Funds	-	-	-
Tata BSE Multicap Consumption 50:30:20 Index Fund Equity●Index Funds	-	-	-
Tata CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Debt●Index-Debt	-	-	-
Tata Nifty Capital Markets Index Fund Equity●Index Funds	-	-	-
Tata Nifty200 Alpha 30 Index Fund Equity●Index Funds	-	-	-
Tata BSE Quality Index Fund Equity●Index Funds	-	-	-

Details of Tata Mutual Fund

Founding Date	March 15, 1994
Address	1903, B Wing, Parinee Crescenzo, G Block, Bandra Kurla Complex, Bandra East, Mumbai - 400 051
Email	service@tataamc.com
Telephone	022 6282 7777

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.