Tata Mutual Fund

About Tata Mutual Fund

Tata Asset Management Private Limited (TAMPL), founded in 1994, manages Tata Mutual Fund. This AMC has been serving Indians with a vision to secure their financial future for almost 29 years. 

 

Apart from mutual funds, Tata AMC also offers other investment options and services, including AIFs, portfolio management, offshore funds, and pension funds. 

 

Tata AMPL is one of the largest AMCs in India, with Assets Under Management (AUM) of over ₹89,000 Crores as of December 31, 2022. Mutual fund investments offered by Tata AMC have been known to fetch returns of up to 18%.

Incorporated	30 Jun. 1995
Mdceo	Prathit Bhobe
Trustee	Tata Trustee Company Private Ltd
Cio	NA

How to Invest in Tata Mutual Fund?

Investing in Mutual Funds on Bajaj Markets includes a hassle-free, end-to-end online procedure with no tedious form filling or branch visitations. You can follow the steps given below on the Bajaj Markets website and the app as well. 

 

• Step 1: Log in using your mobile phone number

• Step 2: Under ‘Investments’, choose ‘Mutual Funds’

• Step 3: Fill in basic information such as your bank account number, PAN Card number, etc. 

• Step 4: Start your investment journey with Bajaj Markets once your account has been activated

   

You can invest through various payment methods like UPI, net banking, real-time gross settlement (RTGS), and national electronic funds transfer (NEFT). 

Documents Required to Invest in Tata Mutual Fund:

Here are the documents required in order to invest in a mutual funds scheme through Bajaj Markets.

 

• PAN Card

• Voter ID

• Driving Licence

• Passport

Top Fund Managers

One of the company’s unique selling points is the intellectual capital in terms of the team of qualified Fund Managers who manage different funds effectively. 

1. Chandraprakash Padiyar

Chandraprakash Padiyar is an MBA in Finance from Symbiosis, Pune, and a CFA charterholder (Level 3) from CFA Institute of USA. He has over 21 years of experience in fund management. Before joining Tata AMC in 2018, he was associated as a Portfolio Manager with Alchemy Capital Management Pvt Ltd. 

 

Padiyar currently holds the responsibility of Senior Fund Manager (Equities) at Tata Asset Management Pvt Ltd, where he manages Tata Large and Midcap Fund among others. The fund has offered returns of 10.99% since its inception. 

2. Sonam Udasi

Sonam Udasi, who holds a PGD in Business Administration (Finance), has 24 years of experience in equity research. He joined Tata AMC in 2014 and became the Senior Fund Manager in 2016. Before that, he worked as the head of the IDBI Capital Market Services Ltd research team. 

Udasi currently manages Tata Flexi Cap and Tata Nifty Index 50 Fund. His AUM stands at over ₹12,000 Crores. 

3. Sailesh Jain

Sailesh Jain is a Fund Manager (Equities) at Tata AMPL and has an experience of over 18 years of dealing with the Indian equity market. He joined Tata AMC in November 2018 and has an MBA in Finance from the Queensland University of Technology in Australia. 

Jain is currently responsible for managing Tata Arbitrage Fund, Tata Business Cycle Fund, etc. The total AUM he handles is worth more than ₹14,000 Crores. 

4. Amey Sathe

Amit Sathe, a CFA charterholder, also has a master’s degree in management studies from the University of Mumbai. He works at Tata AMC as a Fund Manager. Before joining this AMC in 2015 as research analyst, he worked for JM Financial Institutional Securities Ltd and HDFC Securities. 

 

Sathe currently manages Tata Banking and Financial Services Fund, Tata Young Citizens' Fund and Tata Large Cap Fund. He handles an AUM that is over ₹2,500 Crores. 

5. Meeta Shetty

Meeta Shetty did her bachelor’s in economics and is a CFA charterholder from CFA Institute, USA. She has 1.5 decades of experience in this industry. Before joining Tata AMC in 2017, she had stints with HDFC Securities, Asian Market Securities, Kotak Securities Ltd, and more. 

 

Shetty manages Tata Digital India Fund and Tata India Pharma and Healthcare Fund. Her collective AUM is worth over ₹8,000 Crores.

Email	service@tataamc.com
Phone	1800-209-0101
Address	9th Floor, Mafatlal Centre, Nariman Point,