Tata Mutual Fund is the thirteenth largest mutual fund house by asset size in India. The fund house manages assets worth (AUM) of Rs 48,202.34 crore for the quarter ending June, 2020. The asset size of the fund house decreased by 9.30% from its March 2020 quarterly figure. The fund house has been around nearly for over 24 years.
Tata Mutual Fund is a part of Tata Group, a renowned and one of the country’s largest industrial groups. The group is well-known and respected for its adherence to business ethics. While Tata Sons Limited holds 67.91% share in the fund house, the rest 32.09% is held by Tata Investment Corporation Limited. The core strength of the fund house is rooted in its intellectual capital with robust risk management framework. Performance, Service and Trust form three of the key pillars, the fund house stands on. It offers a well-structured, research driven and diverse class of funds to its investors to enable them invest basis their financial requirements and risk profile. It also offers portfolio management services to high net worth individuals and advisory services to offshore investors investing in India. Various awards received by the distinguished fund house is a testimony of hard work and efforts put up by the whole team behind these funds.
Tata Mutual Fund offers approx. 57 schemes to investors. It offers 20 equity schemes, 26 debt schemes, 9 hybrid schemes and 2 ETF schemes. Some of the well-known equity schemes from its stable are Tata India Tax Savings Fund, Tata Equity P/E Fund, Tata Large Cap & Mid Cap Fund, Tata Midcap Growth Fund etc. Tata Mutual Fund also offers some good debt funds. Some of the prominent debt schemes are Tata Treasury Advantage Fund, Tata Dynamic Bond Fund, Tata Gilt Securities Fund etc. Tata Hybrid Equity Fund and Tata Retirement Savings Fund are prominent names in hybrid schemes category. The percentage of schemes beating the benchmark across its various categories for 1-year time period collectively is approx. 67%.
Tata Mutual Fund has a large team of good fund managers. The CEO of the fund house is Prathit Bhobe, CIO of Equity Investments is Rahul Singh and Head of Fixed Income Investments is Murthy Nagarajan. Sonam Udasi, Ennette Fernandes and Rupesh Patel manage various leading schemes of the fund house from the equity & hybrid categories. Abhishek Sonthalia, Akhil Mittal and Amit Somani are specialized in managing various debt schemes of the fund house.
The investment philosophy of the fund house is centred on seeking consistent long-term results for its investors. With the aim of achieving overall excellence within the framework of lucid and stringent risk measures, Tata Mutual Fund strives to embark on the journey of becoming one of the leading and trusted fund houses in the country. Its vision is to give a healthy lifestyle to their investors by securing their financial needs of the future.
Tata Mutual Fund is a part of Tata Group, a renowned and one of the country’s largest industrial groups. The group is well-known and respected for its adherence to business ethics. While Tata Sons Limited holds 67.91% share in the fund house, the rest 32.09% is held by Tata Investment Corporation Limited. The core strength of the fund house is rooted in its intellectual capital with robust risk management framework. Performance, Service and Trust form three of the key pillars, the fund house stands on. It offers a well-structured, research driven and diverse class of funds to its investors to enable them invest basis their financial requirements and risk profile. It also offers portfolio management services to high net worth individuals and advisory services to offshore investors investing in India. Various awards received by the distinguished fund house is a testimony of hard work and efforts put up by the whole team behind these funds.
Tata Mutual Fund offers approx. 57 schemes to investors. It offers 20 equity schemes, 26 debt schemes, 9 hybrid schemes and 2 ETF schemes. Some of the well-known equity schemes from its stable are Tata India Tax Savings Fund, Tata Equity P/E Fund, Tata Large Cap & Mid Cap Fund, Tata Midcap Growth Fund etc. Tata Mutual Fund also offers some good debt funds. Some of the prominent debt schemes are Tata Treasury Advantage Fund, Tata Dynamic Bond Fund, Tata Gilt Securities Fund etc. Tata Hybrid Equity Fund and Tata Retirement Savings Fund are prominent names in hybrid schemes category. The percentage of schemes beating the benchmark across its various categories for 1-year time period collectively is approx. 67%.
Tata Mutual Fund has a large team of good fund managers. The CEO of the fund house is Prathit Bhobe, CIO of Equity Investments is Rahul Singh and Head of Fixed Income Investments is Murthy Nagarajan. Sonam Udasi, Ennette Fernandes and Rupesh Patel manage various leading schemes of the fund house from the equity & hybrid categories. Abhishek Sonthalia, Akhil Mittal and Amit Somani are specialized in managing various debt schemes of the fund house.
The investment philosophy of the fund house is centred on seeking consistent long-term results for its investors. With the aim of achieving overall excellence within the framework of lucid and stringent risk measures, Tata Mutual Fund strives to embark on the journey of becoming one of the leading and trusted fund houses in the country. Its vision is to give a healthy lifestyle to their investors by securing their financial needs of the future.