Tata Mutual Fund

Tata Mutual Fund
Company typePrivate Limited
IndustryInvestment management
FoundedMarch 1994
HeadquartersMumbai, India
Area served
India
Key people
Prathit Bhobe (MD & CEO),[1] Mr. Rajiv Sabharwal (Chairman), Rahul Singh (CIO)[2]
Products
AUM 1,119,756.6 crore (US$130 billion) (September 2024)
OwnerTata Group
Websitewww.tatamutualfund.com
Footnotes / references
[3][4][5]

Tata Mutual Fund is an Indian private asset management company introduced by the Tata Group and incorporated in 1994 with its corporate head office located in Mumbai, India.[6][7] It manages mutual funds, portfolio management services, and retirement solutions.[8]

History

The mutual fund industry in India originally began in 1963 with the Unit Trust of India (UTI) as a Government of India and the Reserve Bank of India initiative. Tata Mutual Fund was launched in March 1994, and became non-UTI mutual fund in India. The business is registered under registration number INP000001058. The registration number for Tata Asset Management Ltd. as a mutual fund is MF/023/95/9. It also runs Tata Asset management (Mauritius) Pvt. Ltd. a foreign institutional investor (FII) that is registered with SEBi under registration number INMUFD161207.[9]

In July 2023, DCB Bank received RBI approval to sell 7.5% stake to Tata Mutual Fund.[10]

In January 2024, TMF launched its Tata Gold Exchange Traded Fund.[11][12]

In July 2024, Tata Mutual Fund launched India's first tourism index fund "Tata Nifty India Tourism Index Fund".[13][14]

In November 2024, Tata Mutual Fund acquired stake in Motilal Oswal Financial Services, TMF bought 375,000 shares of Motilal Oswal.[15]

In December 2024, Tata Mutual Fund and SBI Mutual Fund together acquired 1.12% stake of Ratnamani Metals & Tubes worth ₹262 crore.[16]

In May 2025, the company acquired 2.81% stake in Sundaram-Clayton Ltd from promoter entity.[17]

In August 2025, NPST allotted shares worth Rs 300 crore to Tata Mutual Fund.[18]

In September 2025, TMF filed draft document with Sebi for a hybrid long-short fund under SIF category.[19] At the same time it launched Tata Nifty Next 50 Index Fund, an open-ended scheme that aims to track and replicate the performance of the Nifty Next 50 Index (TRI).[20] And received approval to launch Tata India Dynamic Equity Fund at Gujarat's GIFT City with a minimum investment ticket size of US$500.[21][22]

TMF started launched Titanium Specialised Investment Fund in November 2025.[23]

Fake Identity of TMF

Several fraudulent websites, mobile applications, and WhatsApp groups were created using the name of Tata Mutual Fund.[24]

In May 2024, Tata Mutual Fund released a public caution notice warning investors and partners about fraudulent websites, mobile apps, and WhatsApp groups.[25]

See also

References

  1. ^ "Tata Mutual Fund appoints Prathit Bhobe as MD and CEO". VCCircle. VCCircle.
  2. ^ "Equity returns are in a phase of normalisation: Tata MF's Rahul Singh". www.business-standard.com. Business Standard.
  3. ^ Gattaiah, Tadoori, Dr. (1 March 2018). "Integration of ESG Investment With the Traditional Portfolio- a Study of TATA Mutual Funds". SSRN.{{cite journal}}: CS1 maint: multiple names: authors list (link)
  4. ^ Pant, Dr. Kiran Kumar; Kumar, Pawan (December 2022). "A COMPARATIVE ANALYSIS PERFORMANCE OF TATA MUTUAL FUND OF SBI MUTUAL FUND" (PDF). JETIR. 9 (12).
  5. ^ "How Tata Mutual Fund Achieved 58% Growth in Engagement". www.haptik.ai. Haptik.
  6. ^ Kalyanaraman, Anand (22 August 2025). "Tata Mutual Fund is in the top 10 again. There's nothing to celebrate". The Ken. The Ken.
  7. ^ "Tata Ethical Fund: An inconsistent performer". The Economic Times. The Economic Times. 18 December 2017.
  8. ^ Bazaz, Shivani (6 April 2022). "Narrative for IT spends continues to remain strong, says Meeta Shetty of Tata Mutual Fund". The Economic Times. The Economic Times.
  9. ^ "Tata Asset Management Pvt Ltd - Latest Mutual Fund Schemes, NAV, Performance, Returns". Business Today.
  10. ^ "DCB Bank jumps most in five months after RBI allows Tata Mutual Fund to buy up to 7.5% stake - CNBC TV18". CNBCTV18. CNBC TV18. 6 July 2023.
  11. ^ "Tata Mutual Fund - Tata Gold Exchange Traded Fund". www.nseindia.com. National Stock Exchange of India.
  12. ^ Ray, Abeer (2 January 2024). "Tata Mutual Fund launches Tata Gold Exchange Traded Fund; all you need to know". mint. Mint (newspaper).
  13. ^ "Tata MF launches India's first tourism index fund: Should you invest?". www.business-standard.com. Business Standard.
  14. ^ "TATA Asset Management launches India's First ever tourism thematic fund - ICICIdirect". ICICI Direct. ICICI Securities.
  15. ^ "Tata Mutual Fund acquires stake in Motilal Oswal Financial Services". Moneycontrol.com.
  16. ^ "SBI MF, Tata MF buy Ratnamani Metals Tubes shares worth Rs 262 crore". The Economic Times. The Economic Times. 4 December 2024.
  17. ^ "Bulk deals: Tata Mutual Fund acquires 2.81% stake in Sundaram Clayton from promoter entity". Moneycontrol.
  18. ^ "NPST allots shares worth Rs 300 crore to Tata Mutual Fund". HDFCSky.com.
  19. ^ Khanna, Surbhi (24 September 2025). "Tata Mutual Fund files draft document with Sebi for hybrid long-short SIF". The Economic Times. The Economic Times.
  20. ^ Khanna, Surbhi (12 September 2025). "NFO Alert : Tata Mutual Fund launches Nifty Next 50 Index Fund". The Economic Times.
  21. ^ "Tata AMC launches Dynamic Equity Fund at GIFT City with min $500 investment". www.business-standard.com. Business Standard.
  22. ^ Khanna, Surbhi (16 September 2025). "Tata Asset Management receives approval to launch Tata India Dynamic Equity Fund at GIFT City". The Economic Times. The Economic Times.
  23. ^ "Tata MF launches Titanium Specialised Investment Fund; check key features". Business Standard.
  24. ^ Kumar, Shivendra (4 June 2025). "Scam alert! Sebi warns investors against fraudulent communications demanding fines, using fake logos". The Economic Times. The Economic Times.
  25. ^ Khanna, Surbhi (23 May 2024). "Tata Mutual Fund warns investors of fake social media accounts". The Economic Times.