Tata Mutual Fund

About Tata Mutual Fund

Tata Mutual Fund Key Information

The following are some of the key information regarding the Tata AMC company -

How to Invest in Tata Mutual Fund via Angel One?

InvesInvesting in Tata MF, or any other AMC, for that matter, is an easy and hassle-free process when done through your Angel One account. Just take the following steps 

Step 1: Log in to your Angel One account using your mobile number and validate with OTP. At the next step, provide the MPIN.
 
Step 2: Tata mutual fund offers an entire plethora of mutual fund schemes across categories. Determine which fund is most suited based on your needs and risk profile. You can learn more about each fund on Angel One’s app. Factors that will help you decide at this stage are the following.

1. Search for the fund you want to invest in or, you can take a cue from the app.
2. Analyse the fund’s performance based on past performance, tax incidence, sectors and stocks where it invests. You can use a calculator to measure potential returns.
3. Evaluate the level of risk of investing and weigh it against your risk appetite.
4. Check the fund’s ratings on a scale of 1 to 5 given by reputed rating agencies. 1 is the lowest and 5 is the highest rating.
5. Compare the fund’s expense ratio to calculate the actual cost of investing.

Based on these criteria, you can select the best Tata mutual fund that will help you meet your financial needs. 

Step 3: After selecting the fund (s) you want to invest in, open your Angel One account, go to the Mutual Funds section and choose the fund on the page. It is important that you are clear about which SIP or lump sum scheme you want to invest in as quite often, this tends to be a long term investment. The factors you should consider are:

1. Investment style: Lumpsum or SIP
2. Desired mode of payment: UPI payment is most popular but you can also pay via Net Banking.
3. If you are setting up a SIP, you can also set a mandate to automate investment.

You can learn more about the details of each fund from within the Angel One app itself. Alternatively, one can invest in an online Tata mutual fund from the AMC’s website.

Documents Required To Invest in Tata Mutual Fund

Tata Mutual Fund investment through Angel One is a smooth process with a seamless and fully digital KYC process. To complete your KYC, you will need to provide the following essential documents:

1. PAN Card Details (Mandatory)
2. Personal Information (Full Name, Mobile Number, Email Address)
3. Address Proof - We recommend using your Aadhar Card, including both front and back sides.
4. Bank Account Details, including a cancelled cheque if required.
5. Nominee details and FATCA Declarations

Angel One simplifies the KYC verification, ensuring quick and efficient access to Tata Mutual Funds for both new and returning investors. With our user-friendly platform, your financial goals are well within reach. Your KYC process will be completed in just 48-72 business hours, allowing you to start your mutual fund journey without delay.

Top 10 Tata Mutual Fund to Invest

Note: The data is as of February 2026, with funds ranked by the highest 3-year CAGR among Tata Mutual Fund schemes.

Tata Nifty Midcap 150 Momentum 50 Index Fund

The Tata Nifty Midcap 150 Momentum 50 Index Fund is an open‑ended equity index scheme that seeks to provide returns in line with the NIFTY Midcap 150 Momentum 50 Index by investing in mid‑cap companies demonstrating strong positive price momentum. The fund aims to capture high‑growth opportunities within the mid‑cap space through a fully passive, rule‑based investment approach.

Managed by Nitin Sharma and Rakesh Prajapati, the scheme is benchmarked against the NIFTY Midcap 150 Momentum 50 TRI. An exit load of 0.50% is levied if units are redeemed within 30 days.

Tata Mid Cap Fund

The Tata Mid Cap Fund is an open‑ended equity scheme focused on achieving long‑term capital appreciation by investing predominantly in fundamentally strong, growth‑oriented mid‑cap companies. The fund follows a bottom‑up stock‑picking approach, targeting sector leaders, long‑runway businesses, and emerging themes within India’s mid‑cap universe.

Managed by Satish Chandra Mishra, the scheme is benchmarked against the NIFTY Midcap 150 TRI. An exit load of 0.50% is levied if units are redeemed within 30 days.

Tata India Pharma & Healthcare Fund

The Tata India Pharma & Healthcare Fund is an open‑ended equity scheme dedicated to long‑term capital appreciation by investing at least 80% of its assets in companies from the pharmaceuticals, biotechnology, diagnostics, hospitals, and broader healthcare ecosystem. The fund focuses on high‑quality businesses with structural growth potential in India’s expanding healthcare sector.

Managed by Rajat Srivastava, the scheme is benchmarked against the BSE Healthcare TRI. An exit load of 0.25% is levied if units are redeemed within 30 days.

Tata Resources & Energy Fund

The Tata Resources & Energy Fund is an open‑ended equity scheme that aims for long‑term capital appreciation by investing predominantly in companies operating within the resources and energy sectors, including metals, mining, cement, power, oil & gas, chemicals, and utilities. The fund blends cyclical and secular opportunities within India's resource‑driven growth economy.

Managed by Satish Chandra Mishra, the scheme is benchmarked against the NIFTY Commodities TRI. An exit load of 0.25% is levied if units are redeemed within 30 days.

Tata Value Fund

The Tata Value Fund is an open‑ended equity scheme following a value‑oriented investment style, focusing on companies trading at attractive valuations relative to fundamentals. The fund seeks capital appreciation by selecting stocks with lower‑than‑market P/E ratios, strong return metrics, and favourable long‑term growth prospects.

Managed by Sonam Udasi, the scheme is benchmarked against the NIFTY 500 TRI. An exit load of 0.50% is levied if units are redeemed within 30 days.

Tata Dividend Yield Fund

The Tata Dividend Yield Fund is an open‑ended equity scheme predominantly investing in companies with a consistent record of dividends or shareholder payouts. The fund aims to provide capital appreciation along with dividend distribution by focusing on fundamentally strong businesses offering attractive dividend yields.

Managed by Sailesh Jain, Murthy Nagarajan, and Hasmukh Vishariya, the scheme is benchmarked against the NIFTY 500 TRI. An exit load of 0.50% is levied if units are redeemed within 30 days.

Tata Infrastructure Fund

The Tata Infrastructure Fund is an open‑ended equity scheme investing primarily in companies operating across India’s infrastructure landscape, including construction, power, transport, engineering, and capital‑goods segments. It aims to benefit from India’s long‑term capex cycle and structural investment-led growth.

Managed by Abhinav Sharma, the scheme is benchmarked against the BSE India Infrastructure TRI. An exit load of 0.25% is levied if units are redeemed within 30 days.

Tata Banking & Financial Services Fund

The Tata Banking & Financial Services Fund is an open‑ended equity scheme focusing on long‑term capital appreciation by investing a minimum of 80% of its assets in companies within India’s banking, financial services, insurance, and fintech sectors. The fund targets industry leaders that benefit from credit growth, digitisation, and financial‑sector expansion.

Managed by Kapil Malhotra, the scheme is benchmarked against the NIFTY Financial Services TRI. An exit load of 0.25% is levied if units are redeemed within 30 days.

Tata India Consumer Fund

The Tata India Consumer Fund is an open‑ended thematic equity scheme that aims to generate long‑term capital appreciation by investing predominantly in companies from India’s consumption‑oriented sectors, including FMCG, retail, consumer durables, beverages, personal care, and lifestyle segments. The fund targets businesses benefiting from rising disposable incomes and structural consumer demand.

Managed by Sonam Udasi and Aditya Bagul, the scheme is benchmarked against the NIFTY India Consumption TRI. An exit load of 0.25% is levied if units are redeemed within 30 days.

Tata Business Cycle Fund

The Tata Business Cycle Fund is an open‑ended equity scheme designed to achieve long‑term capital appreciation by dynamically investing across sectors based on prevailing business cycle phases. The fund adjusts exposure between cyclical and defensive sectors depending on macroeconomic conditions and growth trends.

Managed by Rahul Singh, the scheme is benchmarked against the NIFTY 500 TRI. An exit load of 0.50% is levied if units are redeemed within 30 days.