Tata Mutual Fund – Complete Investor Services

• Sushil Bajaj |
• 4 September 2025 |

📅 Last Updated on: December 1, 2025

About Tata Mutual Fund 

Tata Mutual Fund is operated by Tata Asset Management Ltd., incorporated on 15 March 1994 and formally registered and launched as a mutual fund AMC on 30 June 1995. It has since built a wide range of equity, debt, hybrid, index, and thematic schemes under the Tata brand umbrella.

Fund Information

Tata Fund offers a wide range of schemes across categories

Equity Fund 

Scheme name	Fund Category
Tata Banking & Financial Services Fund	Equity — Sectoral: Banking.
Tata BSE Quality Index Fund	Equity — Large & MidCap.
Tata BSE Select Business Groups Index Fund	Equity — Thematic (Business groups).
Tata BSE Sensex Index Fund	Equity — Large Cap.
Tata Business Cycle Fund	Equity — Thematic.
Tata Children’s Fund	Equity — Flexi Cap.
Tata Digital India Fund	Equity — Sectoral: Technology.
Tata Dividend Yield Fund	Equity — Thematic: Dividend Yield.
Tata ELSS Fund	Equity — ELSS (Tax saver).
Tata Ethical Fund	Equity — Thematic (ESG/ethical).
Tata Flexi Cap Fund	Equity — Flexi Cap.
Tata Focused Fund	Equity — Flexi Cap / Focused.
Tata India Consumer Fund	Equity — Thematic: Consumption.
Tata India Innovation Fund	Equity — Thematic (innovation).
Tata India Pharma & Healthcare Fund	Equity — Sectoral: Pharma/Healthcare.
Tata Infrastructure Fund	Equity — Sectoral: Infrastructure.
Tata Large Cap Fund	Equity — Large Cap.
Tata Large & Midcap Fund	Equity — Large & MidCap.
Tata Mid Cap Fund	Equity — Mid Cap.
Tata Multicap Fund	Equity — Multi Cap.
Tata Nifty200 Alpha 30 Index Fund	Equity — Large & MidCap (index).
Tata Small Cap Fund	Equity — Small Cap.
Tata Value Fund	Equity — Value oriented.
Tata Housing Opportunities Fund	Equity — Thematic (Housing/real estate).

Hybrid Fund

Scheme name	Fund Category
Tata Aggressive Hybrid Fund	Hybrid — Aggressive Hybrid.
Tata Arbitrage Fund	Hybrid — Arbitrage.
Tata Balanced Advantage Fund	Hybrid — Dynamic Asset Allocation / Balanced Advantage.
Tata Equity Savings Fund	Hybrid — Equity Savings.
Tata Multi Asset Allocation Fund / Tata Multi Asset Opportunities Fund	Hybrid — Multi Asset Allocation.
Tata Hybrid Equity Fund	Hybrid — Hybrid Equity (predominantly equity + portion in debt).

Transaction Forms Section

A. Purchase & Investment

• Additional Purchase Form
• SIP Registration Form (Systematic Investment Plan)
• STP Registration Form (Systematic Transfer Plan)
• SWP Registration Form (Systematic Withdrawal Plan)

B. Redemption & Switch

• Redemption Form
• Switch Request Form

C. Non-Commercial Transactions (NCTs)

• Change of Bank Mandate
• Change of Address / Contact Details
• Nomination Form / Change of Nominee
• Transmission Request (in case of death of holder)
• FATCA/CRS Declaration online
• KYC Update Form

Contact Information

📞Phone: +91 9315120004
✉️Email: [email protected]

💡Interested in more options?

Mutual Fund investments are subject to market risks, read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.