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Tata Mutual Funds

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Tata Mutual Funds is a subsidiary of the Tata Groups, India’s leading industrial conglomerate. It is managed by Tata Asset Management, which was established in the year 1994. They provide efficient fund management services to help their customers in fulfilling long term wealth accumulation to fulfil their dreams.

Tata Mutual Funds

Mutual Fund Schemes offered by Tata Mutual Funds
How to purchase Tata Mutual Funds?

Mutual Fund Schemes offered by Tata Mutual Funds

Tata Banking and Financial Services Fund

Fund Type	An open ended equity scheme investing in Banking & Financial Services Sector
Launch Date	December 2015
Fund Objective	The fund aims at creating long term capital appreciation by investing at least 80% of its net assets in equity/equity related instruments of companies in the banking and financial services sector in India
Ideal For	Investors looking to participate in potential Capital appreciation opportunities in Banking & Financial Services sector benefiting from Indian economic growth. Investors with higher risk profile looking to invest in a theme oriented Scheme.
Risk Rating	High
Benchmark	Nifty Financial Services TRI
Plan Types	Regular & Direct
Min. Initial Investment	Rs.5000
SIP/STP/SWP	Available
Entry Load	NA
Exit Load (both plans)	0.25% of NAV if redeemed on or before expiry of 3 months from the date of allotment.

Tata Digital India Fund

Fund Type	An open ended equity scheme investing in Information Technology Sector
Launch Date	December 2015
Fund Objective	The fund aims at creating long term capital appreciation by investing at least 80% of its net assets in equity/equity related instruments of companies in the Information Technology (IT) sector in India
Ideal For	Investors looking to participate in potential Capital appreciation opportunities in information technology sector benefiting from Indian economic growth. Investors with higher risk profile looking to invest in a theme oriented Scheme.
Risk Rating	High
Benchmark	S&P BSE IT TRI
Plan Types	Regular & Direct
Min. Initial Investment	Rs.5000
SIP/STP/SWP	Available
Entry Load	NA
Exit Load (both plans)	0.25% of NAV if redeemed on or before expiry of 3 months from the date of allotment.

Tata India Consumer Fund

Fund Type	An open ended equity scheme investing in Consumption Oriented Sector
Launch Date	December 2015
Fund Objective	The investment objective of the scheme is to seek long term capital appreciation by investing at least 80% of its net assets in equity/equity related instruments of companies in the consumption-oriented sectors in India
Ideal For	Investors looking to participate in potential capital appreciation opportunities in consumption oriented sector benefiting from Indian economic growth. Investors with higher risk profile looking to invest in a theme oriented Scheme.
Risk Rating	High
Benchmark	NIFTY India Consumption TRI
Plan Types	Regular & Direct
Min. Initial Investment	Rs.5000
SIP/STP/SWP	Available
Entry Load	NA
Exit Load (both plans)	1% if redeemed on or before expiry of 12 months from the date of allotment

Tata India Pharma & Healthcare Fund

Fund Type	An open ended equity scheme investing in Pharma Oriented Sector
Launch Date	December 2015
Fund Objective	The investment objective of the scheme is to seek long term capital appreciation by investing at least 80% of its net assets in equity/equity related instruments of companies in the pharma and healthcare sectors in India
Ideal For	Investors looking to participate in potential Capital appreciation opportunities in Pharma & Healthcare sector benefiting from Indian economic growth. Investors with higher risk profile looking to invest in a theme oriented Scheme
Risk Rating	High
Benchmark	NIFTY Pharma TRI
Plan Types	Regular & Direct
Min. Initial Investment	Rs.5000
SIP/STP/SWP	Available
Entry Load	NA
Exit Load (both plans)	0.25% If redeemed on or before expiry of 3 months from the date of allotment.

Tata Multicap Fund

Fund Type	An open ended equity scheme investing across large cap, mid cap, and small cap stocks
Launch Date	September 2018
Fund Objective	The fund aims at achieving medium to long term capital growth by investing in a diversified portfolio consisting of equity and equity related instruments across market capitalization. The scheme is an open-ended equity scheme investing across large cap, midcap, small cap stocks.
Ideal For	Investors looking for Diversified Portfolio. With a long-term investment horizon looking to diversify across market capitalization.
Risk Rating	Moderately High
Benchmark	S&P BSE 500 TRI
Plan Types	Regular & Direct
Min. Initial Investment	Rs.5000
SIP/STP/SWP	Available
Entry Load	NA
Exit Load (both plans)	On or before expiry of 12 Months from the date of allotment: If the withdrawal amount or switched out amount is not more than 12% of the original cost of investment - Nil On or before expiry of 12 Months from the date of allotment: If the withdrawal amount or switched out amount is more than 12% of the original cost of investment - 1% Redemption after expiry of 12 Months from the date of allotment - Nil

Tata Resources & Energy Fund

Fund Type	An open ended equity scheme investing in Resources & Energy Sector
Launch Date	December 2015
Fund Objective	The investment objective of the scheme is to seek long term capital appreciation by investing at least 80% of its net assets in equity/equity related instruments of companies in the resources and energy sectors in India
Ideal For	Investors looking to participate in potential Capital appreciation opportunities in resources and commodities sector benefiting from Indian economic growth. Investors with higher risk profile looking to invest in a theme oriented Scheme.
Risk Rating	High
Benchmark	NIFTY Commodities TRI
Plan Types	Regular & Direct
Min. Initial Investment	Rs.5000
SIP/STP/SWP	Available
Entry Load	NA
Exit Load (both plans)	0.25% if redeemed on or before expiry of 3 months from the date of allotment.

Tata Small Cap Fund

Fund Type	An equity scheme predominantly investing in small cap stocks
Launch Date	November 2018
Fund Objective	The investment objective of the scheme is to generate long term capital appreciation by predominantly investing in equity & equity related instruments of small cap companies. The scheme is an open-ended equity scheme predominantly investing in small cap stocks.
Ideal For	Investors with a long-term investment horizon looking to tap into opportunities provided by small cap
Risk Rating	Moderately High
Benchmark	NIFTY Smallcap 100 TRI
Plan Types	Regular & Direct
Min. Initial Investment	Rs.5000
SIP/STP/SWP	Available
Entry Load	NA
Exit Load (both plans)	On or before expiry of 12 Months from the date of allotment: If the withdrawal amount or switched out amount is not more than 12% of the original cost of investment: Nil On or before expiry of 12 Months from the date of allotment: If the withdrawal amount or switched out amount is more than 12% of the original cost of investment: 1% Redemption after expiry of 12 Months from the date of allotment: Nil

Tata Arbitrage Fund

Fund Type	An open ended scheme investing in arbitrage opportunities
Launch Date	December 2018
Fund Objective	Arbitrage funds involve buying and selling of securities, currency, or commodities in different markets or in derivative forms to take advantage of differing prices for the same asset.
Ideal For	Investors with a short to medium term investment horizon looking for tax efficient and low risk investments.
Risk Rating	Moderately Low
Benchmark	NIFTY 50 Arbitrage
Plan Types	Regular & Direct
Min. Initial Investment	Rs.5000
SIP/STP/SWP	Available
Entry Load	NA
Exit Load (both plans)	0.25% of the applicable NAV, if redeemed / switched-out / withdrawn on or before expiry of 30 Days from the date of allotment.

Tata Large & Mid Cap Fund

Fund Type	Equity: Large & MidCap
Launch Date	March 1993
Fund Objective	The investment objective of the scheme is to proactively take advantage of Potential Capital appreciation opportunities arising from large and midcap segment of the market.
Ideal For	Investors looking for investment opportunities in equity markets by investing in companies undergoing re-rating or turnaround or benefiting from changing economic scenario.
Risk Rating	Moderately High
Benchmark	S&P BSE 200 TRI
Plan Types	Regular & Direct - Growth & Dividend
Min. Initial Investment	Rs.5000
SIP/STP/SWP	Available
Entry Load	NA
Exit Load (both plans)	1.00% if redeemed on or before expiry of 365 days from the date of allotment.

Tata Ethical Fund

Fund Type	An open ended equity scheme following Shariah principles
Launch Date	March 1996
Fund Objective	The investment objective of the scheme is to provide medium to long-term capital gains by investing in Shariah compliant equity and equity-related instruments of well-researched value and growth-oriented companies.
Ideal For	Investors keen to invest in companies which are from Shariah compliant universe of stocks
Risk Rating	High
Benchmark	NIFTY 500 Shariah TRI
Plan Types	Regular & Direct - Growth & Dividend
Min. Initial Investment	Rs.5000
SIP/STP/SWP	Available
Entry Load	NA
Exit Load (both plans)	1.00% if redeemed on or before expiry of 365 days from the date of allotment.

Tata Mid Cap Growth Fund

Fund Type	An open ended equity scheme predominantly investing in mid cap stocks
Launch Date	July 1994
Fund Objective	The investment objective of the scheme is to invest predominantly in equity and equity related securities of well researched growth oriented mid cap stocks.
Ideal For	Investors keen for investment opportunities in high growth companies predominantly in mid cap segment.
Risk Rating	High
Benchmark	NIFTY Midcap 100 TRI
Plan Types	Regular & Direct - Growth & Dividend
Min. Initial Investment	Rs.5000
SIP/STP/SWP	Available
Entry Load	NA
Exit Load (both plans)	On or before expiry of 365 days from the date of allotment: If the withdrawal amount or switched out amount is not more than 12% of the original cost of investment: Nil On or before expiry of 365 days from the date of allotment: If the withdrawal amount or switched out amount is more than 12% of the original cost of investment: 1% Redemption after expiry of 365 days from the date of allotment: Nil

Tata Infrastructure Fund

Fund Type	An open ended equity scheme investing in Infrastructure Sector
Launch Date	December 2004
Fund Objective	The fund aims to focus predominantly in sectors which have the potential of creating long term value from the expected investments in Infrastructure oriented sectors.
Ideal For	Investors looking for capital appreciation opportunities in the infrastructure and related sectors
Risk Rating	High
Benchmark	S&P BSE India Infrastructure TRI
Plan Types	Regular & Direct - Growth & Dividend
Min. Initial Investment	Rs.5000
SIP/STP/SWP	Available
Entry Load	NA
Exit Load (both plans)	0.25% if redeemed on or before expiry of 3 months from the date of allotment.

Tata Large Cap Fund

Fund Type	An open ended equity scheme predominantly investing in large cap stocks
Launch Date	May 1998
Fund Objective	The fund aims at investing in fundamentally strong and undervalued large cap companies. The Fund adopts a mix of top down and bottom up approach to stock picking with a bias towards bottom up approach.
Ideal For	Investors preferring investments in large-cap companies with a long term investment horizon looking to diversify across market capitalization
Risk Rating	Moderately High
Benchmark	S&P BSE Sensex TRI
Plan Types	Regular & Direct - Growth & Dividend
Min. Initial Investment	Rs.5000
SIP/STP/SWP	Available
Entry Load	NA
Exit Load (both plans)	On or before expiry of 365 days from the date of allotment: If the withdrawal amount or switched out amount is not more than 12% of the original cost of investment: Nil On or before expiry of 365 days from the date of allotment: If the withdrawal amount or switched out amount is more than 12% of the original cost of investment: 1% Redemption after expiry of 365 days from the date of allotment: Nil

Tata Equity P/E Fund

Fund Type	An open ended equity scheme following a value investment strategy
Launch Date	June 2004
Fund Objective	The Scheme aims to invest at least 70% of its assets in companies which, at the time of investment, have a rolling twelve month P/E ratio lower as compared with the rolling twelve month P/E ratio of the BSE Sensex.
Ideal For	Investors believing in value style of investing Looking for investing in good stocks at cheap valuations and not cheap stocks
Risk Rating	Moderately High
Benchmark	S&P BSE Sensex TRI
Plan Types	Regular & Direct - Growth/Dividend – Option A (5% Trigger)/Dividend – Option B (10% Trigger)
Min. Initial Investment	Rs.5000
SIP/STP/SWP	Available
Entry Load	NA
Exit Load (both plans)	On or before expiry of 12 months from the date of allotment: If the withdrawal amount or switched out amount is not more than 12% of the original cost of investment: NIL On or before expiry of 12 months from the date of allotment: If the withdrawal amount or switched out amount is more than 12% of the original cost of investment: 1% Redemption after expiry of 12 months from the date of allotment: NIL

Tata Equity Savings Fund

Fund Type	An open ended equity scheme investing in equity, arbitrage and debt
Launch Date	April 1997
Fund Objective	The Scheme aims at allocating a small percentage of their investments in equities while focusing on earning accrual income on major proportion of their investments.
Ideal For	Investors interested in allocating a small percentage of their investments in equities while focusing on earning accrual income on major proportion of their investments.
Risk Rating	Moderately High
Benchmark	Nifty 50 Index TRI (35%) Nifty 50 Arbitrage Index (30%) CRISIL Short Term Bond Fund Index (35%)
Plan Types	Regular & Direct - Growth/Daily Dividend (compulsory reinvestment)/Weekly Dividend/Periodic Dividend
Min. Initial Investment	Rs.5000
SIP/STP/SWP	Available
Entry Load	NA
Exit Load (both plans)	On or before expiry of 90 days from the date of allotment: If the withdrawal amount or switched out amount is not more than 12% of the original cost of investment: Nil On or before expiry of 90 days from the date of allotment: If the withdrawal amount or switched out amount is more than 12% of the original cost of investment: 0.25% Redemption after expiry of 90 days from the date of allotment: Nil

Tata Index Nifty Fund

Fund Type	An open ended equity scheme tracking S & P BSE Sensex
Launch Date	February 2003
Fund Objective	Tata Index Fund is a passively managed fund; The fund aims to provide returns that closely correspond to the returns of the SENSEX/NIFTY.
Ideal For	Investors interested to invest a portfolio that reflects/mirrors the market returns with minimum tracking errors.
Risk Rating	Moderately High
Benchmark	NIFTY 50 Total Return
Plan Types	Regular & Direct
Min. Initial Investment	Rs.5000
SIP/STP/SWP	Available
Entry Load	NA
Exit Load (both plans)	0.25% if redeemed on or before expiry of 7 days from the date of allotment

Tata Nifty Exchange Traded Fund

Fund Type	An Open Ended Exchange Traded Fund)
Launch Date	December 2018
Fund Objective	The investment objective of the scheme Tata Nifty ETF is to provide returns that closely correspond to the total returns of the securities as represented by the Nifty 50 index, subject to tracking error.
Ideal For	Investors interested in passive fund tracking index returns & looking for a diversified portfolio of well-known companies as represented by Nifty 50 Index.
Risk Rating	Moderately High
Benchmark	Nifty 50 TRI
Plan Types	Regular & Direct - Tata Nifty Exchange Traded Fund
Min. Initial Investment	Through the exchange
SIP/STP/SWP	NA
Entry Load	NA
Exit Load (both plans)	NIL

Tata Balanced Advantage Fund

Fund Type	An Open Ended Dynamic Asset Allocation Fund
Launch Date	Jan 2019
Fund Objective	The fund seeks capital appreciation opportunities and income distribution through investments in a mix of Equity, Arbitrage and Debt portfolios. The Scheme will endeavour to capture the market trend and have an efficient mix of Debt and Equity.
Ideal For	Investors looking for valuation aware equity-oriented scheme and for Investments in a mix of equity, hedged equity/arbitrage and debt portfolios
Risk Rating	Moderately High
Benchmark	CRISIL Hybrid 35+65 - Aggressive Index
Plan Types	Regular & Direct - Growth/Dividend
Min. Initial Investment	Rs.5000
SIP/STP/SWP	Yes
Entry Load	NA
Exit Load (both plans)	On or before expiry of 365 days from the date of allotment: If the withdrawal amount or switched out amount is not more than 12% of the original cost of investment: Nil On or before expiry of 365 days from the date of allotment: If the withdrawal amount or switched out amount is more than 12% of the original cost of investment: 1% Redemption after expiry of 365 days from the date of allotment: Nil

Tata Hybrid Equity Fund

Fund Type	An open ended hybrid scheme investing predominantly in equities & equity related instruments
Launch Date	October 1995
Fund Objective	The fund aims at seeking a combination of equity & debt investments which optimize the returns of the portfolio and at the same time manages the volatility of fund. The scheme actively manages the combination of the equity & debt investments depending upon the existing market conditions & outlook. It aims to seek an optimum combination of capital appreciation & income opportunities.
Ideal For	Investors looking to invest in a combination of debt & equity instruments to provide a portfolio which combines the growth opportunities of equity & steady income from the debt.
Risk Rating	Moderately High
Benchmark	CRISIL Hybrid 25+75-Aggressive Index
Plan Types	Regular & Direct - Growth/Periodic Dividend/Monthly Dividend
Min. Initial Investment	Rs.5000
SIP/STP/SWP	Yes
Entry Load	NA
Exit Load (both plans)	On or before expiry of 365 days from the date of allotment: If the withdrawal amount or switched out amount is not more than 12% of the original cost of investment: Nil On or before expiry of 365 days from the date of allotment: If the withdrawal amount or switched out amount is more than 12% of the original cost of investment: 1% Redemption after expiry of 365 days from the date of allotment: Nil

Tata Ultra Short Term Fund

Fund Type	An open ended ultra-short term debt scheme investing in instruments such that the Macaulay duration of the portfolio is between 3 months and 6 months
Fund Objective	Scheme will aim to generate regular income and capital appreciation by investing in a portfolio of short term debt and money market instruments with relatively lower interest rate risk. The Scheme will maintain the Macaulay duration of the portfolio between 3 months and 6 months.
Ideal For	Investors with moderate to low risk appetite and an investment horizon of less than 1 Year and below
Risk Rating	Moderately Low
Benchmark	CRISIL Ultra Short Term Debt Index
Plan Types	Regular & Direct - Growth/Weekly Dividend/Monthly Dividend
Min. Initial Investment	Rs.5000
SIP/STP/SWP	Yes
Entry Load	NA
Exit Load (both plans)	Nil

Tata Treasury Advantage Fund

Fund Type	An open ended low duration debt scheme investing in instruments such that the Macaulay Duration of portfolio is between 6 months and 12 months
Fund Objective	The Scheme will invest in various money market & fixed income securities with the objective of providing liquidity & generating reasonable returns with lower interest rate risk. The security will be identified based on various parameters such as issuer credit rating history, financial track record of the issuer, corporate governance track record of the issuer, liquidity of the security, maturity of the security, interest rate scenario etc.
Ideal For	Investors with moderate to low risk appetite and an investment horizon of less than 1 Year and below
Risk Rating	Moderately Low
Benchmark	CRISIL Low Duration Debt Index
Plan Types	Regular & Direct - Growth/Weekly Dividend/Daily Dividend (Compulsory reinvestment)/Periodic Dividend
Min. Initial Investment	Rs.5000
SIP/STP/SWP	Yes
Entry Load	NA
Exit Load (both plans)	Nil

Tata Medium Term Fund

Fund Type	An open ended medium term debt scheme investing in instruments such that the Macaulay Duration of portfolio is between 3 years and 4 years
Fund Objective	The Scheme aims to identify and allocate the assets of the scheme between various fixed income securities with the objective of generating reasonable returns at moderate risk. The security will be identified based on various parameters such as issuer, financial track record of the issuer, corporate governance track record of the issuer, liquidity of the security, maturity of the security, interest rate scenario etc.
Ideal For	Investors with moderate risk appetite
Risk Rating	Moderate
Benchmark	CRISIL Medium Term Debt Index
Plan Types	Regular & Direct - Growth/Dividend
Min. Initial Investment	Rs.5000
SIP/STP/SWP	Yes
Entry Load	NA
Exit Load (both plans)	On or before expiry of 365 days from the date of allotment: If the withdrawal amount or switched out amount is not more than 12% of the original cost of investment: Nil On or before expiry of 365 days from the date of allotment: If the withdrawal amount or switched out amount is more than 12% of the original cost of investment: 1% Redemption after expiry of 365 days from the date of allotment: Nil

Tata Corporate Bond Fund

Fund Type	An open-ended debt scheme predominantly investing in AA+ and above rated corporate bonds
Fund Objective	The Scheme endeavours to generate returns & capital appreciation by predominantly investing in corporate debt securities of varying maturities across the credit spectrum. The Scheme will seek opportunities across the credit curve & will endeavour to take benefit from superior yield available from time to time.
Ideal For	Investors looking to take benefit from superior yield available from time to time
Risk Rating	Moderate
Benchmark	CRISIL Corporate Bond Composite Index
Plan Types	Regular & Direct - Growth/Daily Dividend/Weekly Dividend/Monthly Dividend
Min. Initial Investment	Rs.5000
SIP/STP/SWP	Yes
Entry Load	NA
Exit Load (both plans)	Nil

Tata Gilt Securities Fund

Fund Type	An open ended debt scheme investing predominantly in government securities across maturities
Fund Objective	The scheme endeavours to generate returns by investing predominantly in government securities
Ideal For	Investors looking to long term accrual income with capital appreciation opportunities.
Keen to invest in medium term to long term government securities.	Looking for avenues to invest in government securities.
Risk Rating	Moderate
Benchmark	CRISIL Gilt Index
Plan Types	Regular & Direct - Growth/ Dividend
Min. Initial Investment	Rs.5000
SIP/STP/SWP	Yes
Entry Load	NA
Exit Load (both plans)	Nil

Tata Income Fund

Fund Type	An open ended medium term debt scheme investing in instruments such that the Macaulay Duration of portfolio is between 4 years and 7 years
Fund Objective	The Scheme endeavours to generate returns by investing predominantly in government securities
Ideal For	Investors looking for accrual returns during high interest rate environment and looking for capital appreciation opportunities in a falling interest rate scenario
Risk Rating	Moderate
Benchmark	CRISIL Medium To Long Term Debt Index
Plan Types	Regular & Direct - Growth/ Half Yearly Dividend/Periodic Dividend
Min. Initial Investment	Rs.5000
SIP/STP/SWP	Yes
Entry Load	NA
Exit Load (both plans)	1% if redeemed on or before expiry of 365 days from the date of allotment

Tata Short Term Bond Fund

Fund Type	An open ended short term debt scheme investing in instruments such that the Macaulay duration of portfolio is between 1 year and 3 years
Fund Objective	The Fund aims to create a liquid portfolio of debt as well as money market instruments to provide reasonable returns and liquidity to investors.
Ideal For	Investors looking to invest for short to medium term horizon with an objective to benefit from high accrual income and relatively better liquidity than long term debt instrument
Risk Rating	Moderately low
Benchmark	CRISIL Short Term Bond Fund Index
Plan Types	Regular & Direct - Growth/Dividend/Bonus
Min. Initial Investment	Rs.5000
SIP/SWP	Yes
Entry Load	NIL
Exit Load (both plans)	NIL

Tata Money Market Fund

Fund Type	An open ended Debt scheme investing in Money Market Instruments
Fund Objective	The fund is an alternative to liquid fund investors who are keen to invest in safer short term money market instruments.
Ideal For	Investors keen on investing in money market instruments due to their low interest rate and credit risk along with high relative liquidity as compared to corporate debt instruments
Risk Rating	Moderately low
Benchmark	bCRISIL Money Market Index
Plan Types	Regular & Direct - Growth/Daily Dividend (compulsory reinvestment)
Min. Initial Investment	Rs.5000
SIP/SWP	Yes
Entry Load	NA
Exit Load (both plans)	NIL

Tata Dynamic Bond Fund

Fund Type	An open ended dynamic debt scheme investing across duration
Fund Objective	The Fund actively manages the maturities which in the opinion of the Fund Manager is appropriate to the changing interest rate scenarios.
Ideal For	Investors looking for active interest rate risk management. Seeking to earn a combination of accrual and capital appreciation income
Risk Rating	Moderate
Benchmark	CRISIL Composite Bond Fund Index
Plan Types	Regular & Direct - Growth/Dividend/Bonus
Min. Initial Investment	Rs.5000
SIP/SWP	Yes
Entry Load	NA
Exit Load (both plans)	0.50% If redeemed on or before expiry of 30 days from the date of allotment.

Tata Liquid Fund

Fund Type	An open ended Liquid scheme
Fund Objective	The Fund aims parking short term idle cash with an option to earn potentially tax efficient returns. These funds are ideally meant for money that you do not want to block in longer term investments such as shares, fixed deposits, government bonds, etc.
Ideal For	Investors with idle cash savings looking to earn more than Normal Savings account returns.
Risk Rating	Low
Benchmark	CRISIL Liquid Fund Index
Plan Types	Regular & Direct - Growth/Dividend
Min. Initial Investment	Rs.5000
SIP/SWP/STP	Yes
Entry Load	NA
Exit Load (both plans)	NIL

Tata India Tax Savings Fund

Fund Type	An Open ended equity linked savings scheme with a statutory lock-in of 3 years &tax benefit
Fund Objective	The Fund aims to seek capital appreciation opportunities in medium to long term horizon
Ideal For	Investors seeking benefit from deduction U/s 80C of income tax act 1961 up to Rs.1.5 lac
Risk Rating	Moderately High
Benchmark	S&P BSE Sensex TRI
Plan Types	Regular & Direct - Dividend Payout/Dividend Sweep/Growth
Min. Initial Investment	Rs.500
SIP/SWP/STP	Yes
Entry Load	NA
Exit Load (both plans)	Lock-in for 3 years, NIL after 3 years

Tata Retirement Savings Fund

Fund Type	An open ended retirement solution oriented scheme having a lock-in of 5 years or till retirement age, whichever is earlier
Fund Objective	The Fund is designed to meet the investment needs of investors planning for retirement. It works as a retirement solution by offering choice of asset allocation to investors based on their life stage and risk preference.
Ideal For	Investors keen to save for retirement and interested in an alternative to traditional retirement saving avenues
Risk Rating	Moderately High
Benchmark	CRISIL Short Term Debt Hybrid 75+25 Fund Index
Plan Types	Regular & Direct - Growth
Min. Initial Investment	Rs.5000
SIP/SWP/STP	Yes
Entry Load	NA
Exit Load (both plans)	Nil – If redemption or switch out on or after attainment of retirement age i.e. 60years Nil – In case of Auto switch out of units on occurrence of Auto switch trigger event. 1% – If redeemed before 61 months from the date of allotment.

Tata Young Citizens' Fund

Fund Type	An open-ended fund for investment for children having a lock-in for at least 5 years or till the child attains the age of majority, whichever is earlier
Fund Objective	The scheme aims at helping parents, guardians and well-wishers to save for growing children's needs. It is exclusively designed for exclusively for children aged between 3 months and 18 years.
Ideal For	Investors keen at saving for their children’s future needs by investing in a combination of Debt and Equity instruments.
Risk Rating	Moderately High
Benchmark	CRISIL Hybrid 25+75-Aggressive Index
Plan Types	Regular & Direct - Growth
Min. Initial Investment	Rs.5000
SIP/SWP/STP	Yes
Entry Load	NA
Exit Load (both plans)	Compulsory Lock-in Option 5 years or till the child attains the age of majority (whichever is earlier). 1% - If redeemed before child attains 18 years of age.

Tata Overnight Fund

Fund Type	An open ended Debt scheme investing in Overnight Securities
Fund Objective	Tata Overnight Fund is a debt mutual fund that invests in debt securities that mature in one day.
Ideal For	Corporate / HNIs looking with short term investment needs Investors with investment horizon of 1 day to 1 month Investors with very short-term surplus funds Investors looking for high liquidity and very low risk
Risk Rating	Moderate
Benchmark	CRISIL Overnight Index
Plan Types	Regular & Direct - Growth/Daily Dividend (Reinvestment)
Min. Initial Investment	Rs.5000
SIP/SWP/STP	Yes
Entry Load	NA
Exit Load (both plans)	NA

Tata Value Fund Series – 1 & 2

Fund Type	A close ended equity scheme following a value investment strategy
Fund Objective	This is a close-ended equity scheme following a value investment strategy (Tenure of 1103 days). The fund's overarching philosophy will be to hunt for potential valuable companies for long term wealth creation.
Ideal For	Believing in value style of investing Looking for investing in good stocks at cheap valuations and not cheap stocks
Risk Rating	Moderately high
Benchmark	S&P BSE 200 TRI
Plan Types	Regular & Direct - Growth/Dividend/Daily Dividend (Reinvestment)
Min. Initial Investment	NA
SIP/SWP/STP	NA
Entry Load	NA
Exit Load (both plans)	NIL

Tata Fixed Maturity Plan

Fund Type	A close ended debt scheme
Fund Objective	A fixed maturity plan (FMP) is a closed-ended debt scheme, wherein the duration of debt papers is aligned with the tenure of the scheme. This fund will invest in debt instruments that mature in one year or just before this period. This minimizes the interest rate or reinvestment risk and thereby benefit from the interest rates accrual to the fixed tenure. Ideal for investors looking for investing for a fixed time period and minimize the interest rate risk on their investments.
Ideal For	This plan is ideal for investors looking for: Lower interest rate risk as it predominantly invests in debt securities matching the maturity of the plan Tax efficient returns as compared to interest income from Fixed Deposits for investors falling in higher tax brackets For illustration click here Indexation benefit for investments of more than 1 year
Risk Rating	Moderate
Benchmark	S&P BSE 200 TRI
Plan Types	Regular & Direct - Growth/Dividend
Min. Initial Investment	Rs. 5000
SIP/SWP/STP	NA
Entry Load	NA
Exit Load (both plans)	NIL

How to purchase Tata Mutual Funds?

Tata Mutual Funds plans can be conveniently purchased online on the official website. Tata Mutual Funds offer an option called the “Transact Online” that allows you to purchase and manage your portfolios conveniently online. Transact Online offers the following features to the customers

Purchase
Switch
Redemption
Registration of SWP/STP
Cancelation of SWP/STP (registered online)
Viewing portfolio and Transaction History
Viewing of account statement
Viewing of Multiple banks registered.
Change of PIN and Password

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Franklin India Feeder Franklin Us Opportunities Fund

Franklin India Focused Equity Fund

Franklin India Low Duration Fund

Franklin India Prima Fund

Franklin India Smaller Companies Fund

Franklin Templeton Mutual Funds

HDFC Arbitrage Fund

HDFC Balanced Advantage Fund

HDFC Balanced Fund

HDFC Banking And Psu Debt Fund

HDFC Capital Builder Value Fund

HDFC Corporate Bond Fund

HDFC Credit Risk Debt Fund

HDFC Equity Fund

HDFC Long Term Advantage Fund

HDFC Mutual Funds

HDFC Top 100 Funds

How To Invest In Mutual Funds

HSBC Mutual Funds

ICICI Prudential Balanced Advantage Fund

ICICI Prudential Banking And Financial Services Fund

ICICI Prudential Child Care Plan

ICICI Prudential Dividend Yield Equity Fund

ICICI Prudential Dynamic Fund

ICICI Prudential Equity Arbitrage Fund

ICICI Prudential Export And Services Fund

ICICI Prudential Fmcg Fund

ICICI Prudential Fund

ICICI Prudential Infrastructure Fund

ICICI Prudential Midcap Fund

ICICI Prudential Select Large Cap Fund

Invesco Mutual Fund

L And T Mutual Fund

LIC Mutual Fund

Lock In Period Of Mutual Funds

Mirae Asset Mutual Fund

Motilal Oswal Mutual Funds

Pgim India Mutual Funds

Principal Mutual Funds

Quantum Mutual Funds

Reliance Focused Equity Fund

Reliance Large Cap Fund

Reliance Mutual Fund

Returns In Mutual Funds

Sahara Mutual Fund

SBI Banking And Financial Services Fund

SBI Fmcg Fund

SBI It Fund

SBI Magnum Comma Fund

SBI Mutual Fund

SBI Psu Fund

Sundaram Mutual Funds

Taurus Mutual Funds

Tax Saving Mutual Funds

Types Of Mutual Funds

Uti Mutual Funds

Valuation Of Mutual Funds