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Tata Equity Mutual Funds

Tata Equity 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

₹1,48,926 Cr

AUM growth

₹5,494 Cr

Fund managers

18

Explore Tata Equity Mutual Funds

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

Equity - Infrastructure Very High Risk

₹2,245 Cr1.21%69.6%37.3%
Tata Small Cap Fund Direct Growth
Tata Small Cap Fund Direct Growth

Small-Cap Very High Risk

₹7,083 Cr0.34%48.7%30.5%
Tata Mid Cap Growth Fund Direct Growth
₹3,823 Cr0.75%56.9%28.1%
Tata Equity P/E Fund Direct Growth
₹7,904 Cr0.81%51.7%26.5%
Tata Dividend Yield Fund Direct Growth
Tata Dividend Yield Fund Direct Growth

Dividend Yield Very High Risk

₹927 Cr0.5%46.6%23.5%
Tata India Consumer Fund Direct Growth
Tata India Consumer Fund Direct Growth

Equity - Consumption Very High Risk

₹1,941 Cr0.79%36.1%22.0%
Tata Resources & Energy Fund Direct Growth
Tata Resources & Energy Fund Direct Growth

Equity - Other Very High Risk

₹646 Cr0.75%44.9%21.4%
Tata India Tax Savings Fund Direct Growth
Tata India Tax Savings Fund Direct Growth

ELSS (Tax Savings) Very High Risk

₹4,199 Cr0.72%38.0%21.1%
Tata Focused Equity Fund Direct Growth
Tata Focused Equity Fund Direct Growth

Focused Fund Very High Risk

₹1,672 Cr0.63%39.9%21.0%
Tata Large & Mid Cap Fund Direct Growth
Tata Large & Mid Cap Fund Direct Growth

Large & Mid-Cap Very High Risk

₹7,285 Cr0.73%33.4%20.8%
View all Tata Equity Mutual Funds

Top Tata Equity Fund Managers

₹30,953 Cr

AUM

8

Schemes

MS

Meeta Shetty

₹19,299 Cr

AUM

5

Schemes

₹7,696 Cr

AUM

3

Schemes

₹44,243 Cr

AUM

9

Schemes

₹21,594 Cr

AUM

13

Schemes

AS

Abhishek Sonthalia

₹26,333 Cr

AUM

6

Schemes

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