Famous Tata Group firms include Tata Mutual Fund. Since March 1994, Tata Asset Management Private Limited (TAMPL) has managed its investments. Investors can use its financial planning and fund management services after 29 years in investment management. Tata Mutual Fund registered with SEBI in June 1995. On August, 2024, the investment house had Rs 1,76,710 crores AUM.
Investors can choose from 57 Tata Mutual Fund programs. These include 29 equity and 7 hybrid schemes. It has 17 debt and 4 other Scheme. Tata Mutual Fund had 2.52% of industry AUM in March 2024. The top AUM schemes in March 2024 are Tata Liquid Fund, Tata Money Market Fund, and Tata Digital India Fund.
How to Invest in Tata Mutual Fund on Swaraj Finpro.
Investing in Tata Mutual Fund online is a convenient process and you can do so by following the few simple steps mentioned below:
Step 1. Log-in to your Swaraj Finpro account or register if you don’t have one.
Step 2. Upload your identity proof documents (Aadhaar, Voter ID, PAN, Passport, Driving License, Central or State Government ID card, etc.)
Step 3. Upload your proof of address documents (any identity proof documents with your permanent address, etc.)
Step 4. Select the investment period of your preference.
Step 5. Choose your risk appetite - low, mid, or high.
Step 6. Choose your preferred Tata Mutual Fund.
Step 7. Click on “Invest One Time” if you want to invest a lump sum amount or “Start SIP” if you want to invest via SIP.
The Tata Mutual Fund
in India you have invested in will show in your Swaraj Finpro account within 3 to 4 working days.
Lets have a closer look
Now let us jump and check about these top 15 mutual fund schemes.
Fund Performance: The Tata Nifty Midcap 150 Momentum 50 Index Fund Fund has given 0.00% annualized returns in the past three years and 0.00% in the last 5 years and 0.00% in the last 10 years. The Tata Nifty Midcap 150 Momentum 50 Index Fund Fund comes under the Equity category of Tata Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in Tata Nifty Midcap 150 Momentum 50 Index Fund via lump sum is ₹ 5000 and via SIP is ₹ 500.
Scheme Objective: The scheme is seeks to provide returns, before expenses, that commensurate with the performance of NIFTY Midcap 150 Momentum 50 Index (TRI), subject to tracking error.
Scheme Manager: Kapil Menon.
Min Amt SIP
: ₹ 500
AUM in ( Cr.)
: ₹ 406.14
1 Y Return (%)
: 63.62
Risko-Meter : Very High
Fund Performance: The Tata Infrastructure Fund Fund has given 33.86% annualized returns in the past three years and 30.41% in the last 5 years and 18.32% in the last 10 years. The Tata Infrastructure Fund Fund comes under the Equity category of Tata Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in Tata Infrastructure Fund via lump sum is ₹ 5000 and via SIP is ₹ 500.
Scheme Objective: The scheme seeks long term capital appreciation by investing atleast 80% of it's net assets in equity/equity related instruments of the companies in the pharma & healthcare sectors in India.
Scheme Manager: Meeta Shetty.
Min Amt SIP
: ₹ 500
AUM in ( Cr.)
: ₹ 949.09
1 Y Return (%)
: 59.79
Risko-Meter : Very High
Fund Performance: The Tata Nifty India Digital Exchange Traded Fund Fund has given 0.00% annualized returns in the past three years and 0.00% in the last 5 years and 0.00% in the last 10 years. The Tata Nifty India Digital Exchange Traded Fund Fund comes under the Equity category of Tata Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in Tata Nifty India Digital Exchange Traded Fund via lump sum is ₹ 5000 and via SIP is ₹ 500.
Scheme Objective: The scheme seeks to provide returns that corresponds to the total returns of the securities as represented by the Nifty India Digital Index, subject to tracking error.
Scheme Manager: Kapil Menon.
Min Amt SIP
: ₹ 500
AUM in ( Cr.)
: ₹ 87.41
1 Y Return (%)
: 52.86
Risko-Meter : Very High
Fund Performance: The Tata Equity PE Fund Regular Plan Fund has given 25.83% annualized returns in the past three years and 23.47% in the last 5 years and 17.39% in the last 10 years. The Tata Equity PE Fund Regular Plan Fund comes under the Equity category of Tata Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in Tata Equity PE Fund Regular Plan via lump sum is ₹ 5000 and via SIP is ₹ 500.
Scheme Objective: The fund seeks to provide capital appreciation by investing 70 per cent of the total assets in stocks having a trailing P/E ratio less than that of the BSE Sensex at the time of investment.
Scheme Manager: Sonam Udasi, Amey Sathe.
Min Amt SIP
: ₹ 500
AUM in ( Cr.)
: ₹ 8484.69
1 Y Return (%)
: 51.86
Risko-Meter : Very High
Fund Performance: The Tata Nifty India Digital ETF Fund of Fund Fund has given 0.00% annualized returns in the past three years and 0.00% in the last 5 years and 0.00% in the last 10 years. The Tata Nifty India Digital ETF Fund of Fund Fund comes under the Equity category of Tata Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in Tata Nifty India Digital ETF Fund of Fund via lump sum is ₹ 5000 and via SIP is ₹ 500.
Scheme Objective: The scheme seeks to provide long-term capital appreciation by investing in Tata Nifty India Digital Exchange Traded Fund.
Tata Mutual Fund
