Tata Mutual Fund

Tata Asset Management Ltd. The company was established in 1994 and offers diverse investment options to investors based on their risk appetite, financial objectives, and income.
According to the company, their business is based on the 3 most significant aspects – performance, service, and trust. Its vision is to deliver a better quality of life to their investors by securing their financial future.
Tata Asset Management Ltd. currently offers hybrid funds, equity funds, and fixed income funds.
CNBC TV 18 Mutual Fund Awards also awarded the Tata Treasury Advantage Fund as the Best Low Duration Debt Fund.Tata Asset Management Ltd. is registered as a mutual fund with SEBI under the registration code MF/023/95/9. The company registered itself as a portfolio manager in 14 September 2004 with the registration code INP000001058

While Tata Sons Ltd. holds 67.91% shares in TAML, 32.09% shares are held by Tata Investment Corporation Ltd.
The company reported a total revenue of Rs. 2.12 billion, a profit before tax of Rs. 585 million, and a profit after tax of Rs. 386 million for the year ended March 2018.

Key information:

How can you invest in Tata Mutual Funds?

Invest in the Tata Mutual fund is very easy and simple. You can do it by yourself by just sign up on Welathdirect.in website or you can call us, the best financial advisor in Delhi/NCR. Our consultant helps you in selecting the best fund as per your goals. Finacial consultant will helps you identify the best growing sectors in Indian economy that will lead you to get maximum returns with less risk factors associated. To connect with best financial advisors in India, please follow the steps below :
Step 1: Click on Sign Up link. Fill your information.
Step 2: Our executive will get in touch with to have one meeting on call or physical.
Step 3: Our experts will suggest you best funds based on the future goals you may have.
Step 4: Once done, you can check your portfolio directly from wealthdirect.in just by login with your credentials.

Top Fund Managers

1. Mr. Akhil Mittal

Mr. Akhil Mittal holds a B.Com degree from the Panjab University and an MBA degree from the University Business School.
Mr. Mittal was the Assistant Manager at Rallis India Ltd. back in 2004. He became the Senior Manager of Edelweiss Capital Ltd. in 2006. In 2008, he moved to Canara Robeco Mutual Fund as the Fund Manager of Fixed Income. Two years later, he became the Fund Manager of Principal PNB Mutual Fund. He re-joined Canara Robeco Mutual Fund as the Fund Manager of Fixed Income in 2011.
Mr. Mittal joined Tata Mutual Fund in 2014 as the Senior Fund Manager of Fixed Income. He manages an AuM of Rs. 4,102 invested in 18 schemes including Tata Dynamic Bond, Tata Income Fund, Tata Treasury Advantage, Tata Balanced Advantage Fund, etc.

2. Mr. Sonam Udasi

Mr.Sonam Udasi holds a Post Graduate Diploma in Business Administration with specialisation in Finance.
He joined Prime Securities back in 2007 as the Director of Research. A year later, he became the VP Research and Group Head of Consumers at Brics Securities. In 2010, he was appointed as the Senior Vice President and Head of Research at IDBI Capital.
Mr. Udasi joined Tata Asset Management Ltd. in 2014.

3. Ms. Ennette Fernandes

Ennette Fernandes is a B.Com graduate, holding a PGDM in Finance from the Sydenham Institute of Management Studies, Research and Entrepreneurship Education (SIMSREE).
She initially joined Phillip Capital India in 2009 as a Research Analyst on FMCG sector. Her areas of concentration were FMCG, textile, consumer durables, retail, media, and building products.

4. Mr. Amey Sathe

Mr. Amey Sathe holds a B.Com and M.Com degree from the Mulund College of Commerce. He is an MMS in Finance from the SIES College of Management Studies. Mr. Sathe is also a Chartered Financial Analyst from the USA.
He was initially an Analyst in Bank of America in 2006. From there, he moved to HDFC Securities as an Analyst of Institutional Equities in 2008. A year later, he joined CARE Ratings where he headed the Credit Ratings of banks, NBFCs, and HFCs. The same year, he became the Assistant Vice President of Equity Research of JM Financial Institutional Securities Ltd.
Mr. Sathe joined Tata Asset Management Ltd. as a Research Analyst in 2015. He became an Assistant Fund Manager in 2018. Currently.

5. Mr. Rupesh Patel

Mr. Rupesh Patel holds a Civil Engineering degree and an MBA degree from the Sardar Patel University.
Mr. Patel began his career as a Project Manager at Gujarat State Road Development Corporation Ltd. in 1999. He joined CARE Ratings in 2001 as a Deputy General Manager of Corporate Sector Ratings. In 2007, he became the Assistant Vice President of Investments at IndiaReit Fund Advisors Ltd.
Mr. Patel joined Tata Mutual Fund as a Deputy General Manager of Investments in 2008. He became the Head of PMS in 2012.

6. Mr. Sailesh Jain

Mr. Sailesh Jain has a B.Com degree from the Jai Hind College and is an MBA in Finance and Strategy from the Queensland University of Technology.
Mr. Jain was the Assistant Vice President of Derivatives at Brics Securities in 2004. He became the Fund Manager of Derivatives at Lotus India Mutual Fund in 2006. In 2008, he joined India Infoline Ltd. (IIFL Ltd.) as the as the Vice President of Derivatives. Two years later, he became the Vice President of Derivatives & Equities at Quant Capital Private Ltd. He joined IDFC Ltd. as the Senior Vice President of Equity Derivatives in 2016.

Tata Retirement Savings Fund Conservative Plan Growth

Fund Objective: The objective of the Fund is to provide a financial planning tool for long term financial security for investors based on their retirement planning goals.
Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 5.82% returns in the last 1 year.

Tata Retirement Savings Fund Progressive Plan Growth

Fund Objective: The objective of the Fund is to provide a financial planning tool for long term financial security for investors based on their retirement planning goals.
Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -3.17% returns in the last 1 year.

Tata Retirement Savings Fund Moderate Plan Growth

Fund Objective: The objective of the Fund is to provide a financial planning tool for long term financial security for investors based on their retirement planning goals.
Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -3.2% returns in the last 1 year.

Tata India Consumer Fund Growth

Fund Objective: The investment objective of the scheme is to seek long term capital appreciation by investing atleast 80% of its assets in equity/equity related instruments of the companies in the Consumption Oriented sectors in India.However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.The Scheme does not assure or guarantee any returns.
Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -10.95% returns in the last 1 year.

Tata Digital India Fund Growth

Fund Objective: The investment objective of the scheme is to seek long term capital appreciation by investing atleast 80% of its net assets in equity/equity related instruments of the companies.

Tata Banking and Financial Services Fund Growth

Fund Objective: The investment objective of the scheme is to seek long term capital appreciation by investing atleast 80% of its net assets in equity/equity related instruments of the companies.

Tata Small Cap Fund Growth

Fund Objective: The investment objective of the scheme is to generate long term capital appreciation by predominantly investing in equity and equity related instruments of small cap companies.