Tata Mutual Fund
Invest, track and redeem Tata Mutual Fund schemes — sponsor, history, SIP, statements and FAQs.
Updated 27 September 2026 · SEBI rules as of 2026Overview
Tata Mutual Fund is a SEBI-registered mutual fund sponsored by Tata Sons and Tata Investment Corporation (in India since 1995). Managed by Tata Asset Management. Like every AMC it runs schemes under SEBI categories — equity, debt, hybrid, index funds/ETFs and fund of funds — each available in direct and regular plans.
| Particular | Details |
|---|---|
| Fund house | Tata Mutual Fund |
| Sponsor / parent | Tata Sons and Tata Investment Corporation |
| In India since | 1995 |
| Regulator | SEBI (registered mutual fund, set up as a trust) |
| Plans | Direct and Regular; Growth and IDCW options |
| Categories offered | Equity, debt, hybrid, index funds/ETFs, FoFs (as per SEBI categorisation) |
| Minimum SIP | Typically ₹100–₹500 depending on scheme |
| Statements | AMC app/website, CAS from CAMS / KFintech / MF Central |
How to invest in Tata Mutual Fund
- Complete KYCOne-time KYC via any KRA (Aadhaar e-KYC or video KYC)
- Choose a channelAMC website/app (direct), MF Central, exchange platforms, apps, distributor or RIA
- Pick the scheme & planCompare category, expense ratio and track record; choose Direct or Regular
- Start SIP or lump sumRegister NACH / UPI AutoPay mandate for SIPs
- Add nomineesUp to 10 nominees per folio
Managing your investments
| Service | How |
|---|---|
| Check NAV | AMC website / AMFI daily NAV |
| Start / pause / stop SIP | AMC app, MF Central or platform |
| Redeem | Online via AMC/RTA/platform — proceeds to registered bank |
| Switch / STP / SWP | Within Tata Mutual Fund schemes |
| Update bank, mobile, email, nominee | Online with OTP or via service centre |
| Account statement | AMC app or CAS (CAMS / KFintech / MF Central) |
| Capital-gain statement | For ITR filing |
Before choosing a Tata Mutual Fund scheme
- Decide the category from your goal and horizon first
- Compare the scheme’s rolling returns with its benchmark and category peers
- Prefer direct plans if you do not need a distributor
- Check expense ratio, exit load and riskometer in the KIM/SID
- Avoid holding several overlapping schemes of the same category
- Review once a year rather than reacting to short-term NAV moves
Other fund houses
Frequently asked questions
Is Tata Mutual Fund safe?
It is SEBI-regulated and assets are held with a custodian under a trust structure, but scheme returns are subject to market risk.
How do I get my Tata Mutual Fund statement?
Download from the AMC app/website or request a Consolidated Account Statement from CAMS, KFintech or MF Central.
Can I invest in Tata Mutual Fund without a demat account?
Yes — except for ETFs, which need a demat account.
Which Tata Mutual Fund fund is best?
Choose by category and goal; compare consistency, risk and cost rather than recent returns.
Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Information is educational and may change with SEBI / tax rules — verify with the AMC, AMFI or SEBI. FinancePortal is not an investment adviser.