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Tata Mutual Funds

Tata Mutual Funds

About This AMC

Tata Asset Management Ltd. (TAML) is a part of the renowned Tata Group and oversees Tata Mutual Fund. 

Established in 1994, the company's biggest shareholder is Tata Sons Ltd., holding ~68% of the shares, while Tata Investment Corporation Ltd. owns the remaining ~32%.

In 2018, Prathit Bhobe was appointed as the Chief Executive Officer and Managing Director of Tata Asset Management Ltd.'s asset management business. Rahul Singh is Tata AMC’s Chief Investment Officer (CIO) on the equity side whereas Murthy Nagarajan heads the debt side.

As of February 2024

Schemes

57

AUM

₹1,43,432 Cr

AUM growth

-₹5,166 Cr

Fund managers

17

Explore Tata Mutual Funds

NameFund sizeExpense Ratio1 Y3 Y
Tata Infrastructure Fund Direct Growth
Tata Infrastructure Fund Direct Growth

Equity - Infrastructure Very High Risk

₹2,064 Cr1.25%73.6%37.3%
Tata Small Cap Fund Direct Growth
Tata Small Cap Fund Direct Growth

Small-Cap Very High Risk

₹6,951 Cr0.35%46.9%32.3%
Tata Mid Cap Growth Fund Direct Growth
₹3,637 Cr0.76%57.8%27.6%
Tata Equity P/E Fund Direct Growth
₹7,753 Cr0.81%50.8%26.6%
Tata India Consumer Fund Direct Growth
Tata India Consumer Fund Direct Growth

Equity - Consumption Very High Risk

₹1,949 Cr0.79%39.9%23.2%
Tata Focused Equity Fund Direct Growth
Tata Focused Equity Fund Direct Growth

Focused Fund Very High Risk

₹1,692 Cr0.62%37.8%21.3%
Tata Large & Mid Cap Fund Direct Growth
Tata Large & Mid Cap Fund Direct Growth

Large & Mid-Cap Very High Risk

₹7,203 Cr0.73%32.7%21.2%
Tata Resources & Energy Fund Direct Growth
Tata Resources & Energy Fund Direct Growth

Equity - Other Very High Risk

₹593 Cr0.76%47.2%20.2%
Tata India Tax Savings Fund Direct Growth
Tata India Tax Savings Fund Direct Growth

ELSS (Tax Savings) Very High Risk

₹4,196 Cr0.72%33.7%19.8%
Tata Ethical Fund Direct Growth
Tata Ethical Fund Direct Growth

Equity - Other Very High Risk

₹2,489 Cr0.75%33.4%19.7%
View all Tata Mutual Funds

Top Tata Fund Managers

₹29,403 Cr

AUM

8

Schemes

MS

Meeta Shetty

₹19,100 Cr

AUM

5

Schemes

₹7,390 Cr

AUM

3

Schemes

₹43,190 Cr

AUM

9

Schemes

₹20,816 Cr

AUM

13

Schemes

AS

Abhishek Sonthalia

₹25,565 Cr

AUM

6

Schemes

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All about Tata Mutual Funds

Key Information

Mutual fund nameTata Mutual Fund
Asset management company nameTata Asset Management Ltd.
AMC Setup Date30 June 1995
AMC Incorporation Date15 March 1994
Sponsor nameTata Sons Ltd., Tata Investment Corp. Ltd.
Trustee organisationTata Trustee Company Private Ltd.
Name of trusteesMr. Pratip Kar(Chairman), Mr. Cyrus F Vachha(Independent Director), Mr. Shuva Mandal(Associate Director)
MD and CEOMr. Prathit Bhobe
ChairmanMr. Rajiv Sabharwal
CIOMr. Rahul Singh
Compliance OfficerMr. Upesh Shah
Investor Service OfficerMs. Kashmira Kalwachwala
Updated as ofFebruary 2024