About TATA Mutual Fund

Key information about TATA Mutual Fund:

Company Background: Tata Mutual Fund is a part of the Tata Group, one of India’s leading conglomerates. Tata Mutual Fund offers a diverse range of mutual fund schemes to cater to the investment needs of individuals and institutions.
Range of Schemes: Tata Mutual Fund provides a wide range of mutual fund schemes across various categories. These include equity funds, debt funds, hybrid funds, sector-specific funds, and more. The schemes are designed to suit different risk profiles and investment objectives.
Fund Management: Tata Mutual Fund has a team of experienced fund managers who manage the funds. These fund managers utilize their expertise and research capabilities to make investment decisions with the aim of generating favorable returns for investors.
Performance Track Record: Tata Mutual Fund has a track record of delivering competitive returns across its fund offerings. The funds have been recognized for their performance and have received industry accolades.

TATA Mutual Fund

How can you invest in TATA Mutual Fund

Investment Channels: Investors can invest in Tata Mutual Fund schemes through various channels. These include their official website, mobile app, authorized distributors, and physical branches. Online investment platforms and partner websites also provide access to invest in their schemes.
Online Investment: Investors can invest online by visiting the Tata Mutual Fund website or using their mobile app. They can create an account, complete the KYC (Know Your Customer) process, select the desired scheme(s), and make the investment using different payment options.
Offline Investment: Investors can also invest offline by visiting the nearest Tata Mutual Fund branch or authorized distributor. They can fill out the application form, submit the necessary documents, and make the payment through cheque or demand draft.
Systematic Investment Plan (SIP): Tata Mutual Fund offers SIPs, allowing investors to invest a fixed amount regularly at predetermined intervals. Investors can set up an SIP online or offline, specifying the desired investment amount and frequency.

TATA EQUITY MUTUAL FUNDS
Fund NameFund Size5 Yrs Return 
Tata Infrastructure Direct Plan-Growth₹1,333Crs25.9% p.aKnow More
Tata Midcap Growth Direct Plan-Growth₹2519 Crs23.15%p.aKnow More
Tata Digital India Fund Direct-Growth₹8061Crs21.91%p.aKnow More
Tata Resources & Energy Fund Direct-Growth₹303 Crs20.08%p.aKnow More
Tata India Pharma & HealthCare Fund Direct-Growth₹681 Crs19.05%p.aKnow More
TATA DEBT MUTUAL FUNDS
Tata Short-Term Bond Direct Plan-Growth₹2267 Crs5.41%p.aKnow More
Tata Money Market Fund Direct-Growth₹13608Crs6.17%p.aKnow More
Tata Treasury Advantage Direct Plan-Growth₹304 Crs4.89%p.aKnow More
Tata Gilt Securities Fund Direct-Growth₹18697 Crs5.7%p.aKnow More
Tata Liquid Fund Direct-Growth₹1894 Crs5.69%p.aKnow More
TATA HYBRID MUTUAL FUNDS
Tata Retirement Savings Fund Moderate Plan Direct-Growth₹1,774 Crs13.88%p.aKnow More
Tata Hybrid Equity Fund Direct Plan-Growth₹3416 Crs13.51%p.aKnow More
Tata Equity Savings Fund Direct-Growth₹123 Crs8.85%p.aKnow More
Tata Retirement Savings Fund Conservative Plan Direct-Growth₹164Crs7.86%p.aKnow More
Tata Arbitrage Fund Direct-Growth₹7445 Crs%p.aKnow More
FRANKLIN TEMPLETON TAX SAVING FUND
Tata India Tax Savings Fund Direct-Growth₹3582 Crs17.19%p.aKnow More

How to sell TATA Mutual Funds

Contact the TATA Mutual Fund Company: Reach out to TATA Mutual  Fund Company through their customer service helpline, email, or website. They will guide you on the process and provide the necessary instructions.
Verify Your Identity: As a standard procedure, TATA Mutual   Fund Company will require you to verify your identity. This may involve providing personal details, such as your name, address, PAN (Permanent Account Number), and folio number (if applicable).
Obtain the Required Forms: The TATA Mutual   Fund Company will provide you with the necessary forms for selling your mutual funds. You can typically download these forms from their website or request them to be sent to you.
Fill Out the Forms: Carefully fill out the required forms, providing accurate information. The forms may include details such as your folio number, scheme name, units to be sold, and bank account details for the redemption proceeds.
Submit the Forms: Once you have completed the forms, submit them to TATA Fund Company. You can typically do this by mailing the forms to their office or visiting their nearest branch in person. Alternatively, some mutual fund companies also offer online redemption facilities through their website or mobile app.
Await Confirmation: After submitting the forms, you will receive a confirmation from TATA Mutual  Fund Company regarding the acceptance of your request to sell the mutual funds. This confirmation may be sent via email or mail.
Receive Redemption Proceeds: Once your request to sell the mutual funds has been processed, you will receive the redemption proceeds. The proceeds are usually credited to the registered bank account provided in the redemption form. The timeline for receiving the funds may vary, but it is typically within a few business days.

frequently asked questions (FAQs) about TATA Mutual Fund:

You can check the performance of Tata Mutual Fund schemes on their official website, mobile app, or through various financial websites. The performance can be evaluated by reviewing historical returns, risk measures, and comparing with relevant benchmarks and peer group performance.

The minimum investment amount varies depending on the specific scheme. Tata Mutual Fund offers schemes with different minimum investment requirements. The details can be found in the scheme’s offer document or on their official website.

You can redeem or sell your Tata Mutual Fund investments by logging in to your account on their website or mobile app and initiating a redemption request. You can also visit their branch or authorized distributor and submit a redemption request offline. The redemption proceeds will be credited to your registered bank account.

Yes, Tata Mutual Fund allows investors to switch between different schemes. You can initiate a switch request online or offline by providing the necessary details of the existing scheme and the target scheme.

To update your personal details or make changes to your Tata Mutual Fund investments, you can log in to your account on their website or mobile app and navigate to the profile or account settings section. You can also visit their branch or authorized distributor and submit the required documents for the requested changes.

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