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Fund Spotlight

Tata Balanced Advantage Fund

The market might be topsy-turvy. Your portfolio need not be. The fund uses a smart proprietary asset allocation model for allocating assets between equity and debt. The fund's asset allocation model relies on valuation, trend and volatility parameters to decide allocation to equity.

Tata India Tax Saving Fund

Tata India Tax Savings Fund is an open-ended Equity Linked Tax Saving Scheme (ELSS) with a compulsory lock-in period of 3 years. The fund offers dual advantage of Tax Benefit of Rs.1,50,000 u/s 80C of the Income Tax Act and the long-term upside potential of the Indian equity market.

Tools & Calculators

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Retirement Plan

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Investor Education

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Mutual Fund Investor Education

About Us

Tata Asset Management Private Limited has a track record of more than 29 years in investment management. Our origin stems from a much respected and internationally acclaimed industrial house – the Tata Group – whose business philosophy has made our country and its people partners in the wealth creation process. As one of the leading Indian Investment Managers, we understand that managing wealth is as important as the creation of it. Our Vision is to secure the financial future of our investors and thereby deliver to them a better quality of life. We aim for overall excellence, within the framework of transparent and rigorous risk controls.

We constantly benchmark our efforts against the following tenets of performance:

  • Consistency
  • Flexibility
  • Stability
  • Services
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Updating your KYC and PAN is Mandatory: All unitholders are required to update Permanent Account Number (PAN) and complete Know Your Customer (KYC) requirements*. *Please intimate us about the updation along with your folio number. For more information, contact your distributor (if any) or any of the Investor Service Centres. Click here for updating your PAN online.

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The information and data contained in this Website do not constitute distribution, an offer to buy or sell or solicitation of an offer to buy or sell any Schemes/Units of Tata Mutual Fund, securities or financial instruments in any jurisdiction in which such distribution, sale or offer is not authorised. The material/information provided in this Website is for the limited purposes of information only for the investors. In particular, the information herein is not for distribution and does not constitute an offer to buy or sell or solicitation of an offer to buy or sell any Schemes/Units of Tata Mutual Fund, securities or financial instruments to any person in the United States of America ('US')/Canada.

Currently, the funds of TATA Mutual Fund have not been registered under the United States Securities Act of 1933 (the 'Securities Act') or under the securities laws of any state and the funds have not been registered under the Investment Company Act of 1940 (the 'Investment Company Act') of the United States. Units in the funds are therefore not being offered or sold within the United States/ Canada or to United States/ Canadian Persons.

By entering this Website or accessing any data contained in this Website, I/We hereby confirm that I/We am/are not a U.S. person, within the definition of the term 'US Person' under the US Securities laws/resident of Canada. I/We hereby confirm that I/We are not giving a false confirmation and/or disguising my/our country of residence. I/We confirm that Tata Mutual Fund/Tata Asset Management Private Limited (TATA AMC) is relying upon this confirmation and in no event shall the directors, officers, employees, trustees, agents of TATA AMC associate/group companies be liable for any direct, indirect, incidental or consequential damages arising out of false confirmation provided.