TATA MUTUAL FUND

About Tata Mutual Fund

Tata Mutual Fund is a part of the prestigious Tata Group of companies. The fund house was established in 1994 with their business model based on trust, service and performance. The company, with its investment products, intends to make the lives of investors better. You will find mutual fund plans to achieve various financial goals.

Key information

• AUM: Rs 62,078 crore (As of March 2021)
• Year of incorporation: 1994
• Trustee: Tata Sons Ltd. and Tata Investments Corp Ltd.
• Sponsors: Tata Trustee Company Limited.

How to invest in fund plans offered by Tata Mutual Fund?

• Log on to this page
• Select Tata Mutual Fund from the list of the fund houses using the filter
• Choose the mutual fund scheme that you would like to invest in, and click 'invest now' against it
• You then have to select the amount you plan to invest, and the mode as One Time or Monthly SIP
• You will then have to enter the relevant details such as email ID, mobile number and complete the transaction

Prerequisites to invest in Tata mutual fund schemes via ClearTax

• You are required to complete your KYC (Know Your Customer) verification before investing in mutual funds.
• This could be done by logging on to the website of a KRA (KYC Registration Agency) and create an account.
• You should fill the KYC registration form with information such as your name, email ID, mobile number, and so on.
• You will be asked to upload your identity proof such as a self-attested PAN card and address proof such as passport, Voter ID, driving license along with passport size photographs at the KRA (KYC Registration Agency).
• You must show the originals during the IPV (In-Person Verification).

Leading Fund managers

1) Rahul Singh

Mr Rahul Singh is the Lead Fund Manager for the EQUITIES section. He has over 25 years of experience and joined the Tata fund house in October 2018 as CIO-Equities. He was a Managing Partner in his previous assignment with Ampersand Capital Investment Advisors LLP.

He has worked with some of the prestigious financial institutions, such as Citigroup Global Markets and Standard Chartered Securities. Mr Rahul Singh is an alumnus of IIT Bombay from where he obtained his Bachelor's degree in mechanical engineering. He then went on to enrol at IIM Lucknow to pursue Master of Business Administration in Finance and Financial Management Services.

2) Aurobinda Prasad Gayan

Mr Aurobinda is the Head- Commodities Strategy Tata Asset Management Limited. He has experience of over 16 years in Financial Research, Currency & Commodity Analysis Management.

In his earlier roles, he had worked with Kotak Commodities and Karvy Comtrade Ltd. He began his professional career as a Research Analyst. Mr Aurbindo is a graduate of Cochin University and is a gold medalist in Operations Research.