TATA Mutual Fund

Tata Mutual Fund is a SEBI-registered mutual fund house in India. It is managed by Tata Asset Management Private Limited (TAMPL), which was established in 1994 and belongs to the Tata Group, one of India’s oldest and largest industrial conglomerates. Tata Mutual Fund offers a range of investment products designed for different financial goals, risk profiles, and time horizons. The AMC is headquartered in Mumbai and operates under SEBI regulations.

As of September 30, 2025, Tata Mutual Fund managed assets worth over ₹2.17 lakh crore (a collective pool of investments across schemes).

1. Brand Association: Tata Mutual Fund is part of the Tata Group, known for its longstanding business presence and corporate governance culture.
2. Regulatory Registration: Tata Mutual Fund is registered with SEBI under the registration code MF/023/95/9.
3. Management Role: Tata Asset Management Private Limited oversees the investment processes and operations of Tata Mutual Fund schemes.
4. Investment Philosophy: The AMC offers schemes across the risk-return spectrum to match varied financial situations and timelines.
5. Investor Outreach: The fund house supports investment in India, including direct and indirect (e.g., SIPs) pathways.

1. Broad Scheme Menu: The AMC maintains multiple categories of mutual fund schemes, including equity funds, debt funds, hybrid funds, index funds, thematic/infrastructure funds, and solution-oriented options.
2. Equity Segmentation: Equity funds cover various strategies such as mid-cap, large-cap, flexi-cap, and sectoral exposure.
3. Index & ETFs: Tata Mutual Fund also offers funds that track stock market indices and thematic exposures (e.g., digital or tourism indices).
4. Plan Types: Schemes typically provide Direct and Regular plan options with different expense structures.
5. Portfolio Information: NAV updates, asset allocation data, portfolio holdings, and other scheme details are published on official platforms.

1. Multiple Investment Options: A broad range of schemes addresses different savings objectives and risk tolerances.
2. Structured Documentation: Official scheme literature provides descriptions of each scheme’s stated objective, investment focus, and risk classification.
3. Digital Access: Information related to investments, NAVs, and scheme performance is available online via the official website and app.
4. Long Industry Presence: Tata Mutual Fund has been operating for over 30 years, which means many schemes have relatively long histories in the marketplace.
5. Support Services: The AMC maintains contact and support channels for inquiries and assistance.

Tata Mutual Fund is a SEBI-registered mutual fund house managed by Tata Asset Management Private Limited, part of the Tata Group. The AMC operates a broad set of schemes across equity, debt, hybrid, index, and thematic categories, serving investors with varying financial goals and risk preferences. Tata Mutual Fund’s structure includes a range of plan options, online access to scheme information, and regulated disclosures. Understanding any specific scheme’s characteristics requires a review of its official documentation such as scheme information documents and factsheets.