Article

Plan Your Future Investments with TATA Mutual Fund

Topic: InvestingPublished June 27, 2018

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Tata Mutual Fund is a company which holds a special place in mutual fund market. Being supported by one of the largest industries of India, this fund house has been giving consistent results over the course of time. Today, in this article, we will discuss important things that you need to know about TATA Mutual Fund before investing in any of its product. About the Fund House Established on Jun 30, 1995, TATA Mutual Fund has been proving itself really fruitful for its investors since then. Today, the AMC has lakhs of investors associated with them and manages assets worth Rs 46977 (as on Mar 31, 2018). TATA MF has schemes in all categories to meet the needs of every investor out there. The core values that TATA Mutual Fund house follows are giving consistent results, flexibility in operation, stability in performance, and providing investors with a wide range of services to give them a great investing experience. Investment Officers TATA Mutual Funds are managed by a great team of investment officers and fund managers, who have years of experience in the investment industry. Mr. Prathit Bhobe is the current Chief Executive Officer and Managing Director of the TATA AMC, Mr. Gopal Agrawal is the current Chief Investment Officer for the equities and will be managing the equity category schemes of TATA Mutual Fund and as for fixed income schemes Mr. Murthy Nagaranjan is the current head and manages all the fund decisions in the respective category. Some Top Performing Schemes from TATA Mutual Fund rnTATA Mutual Funds has been providing investors with some really great schemes over the time. So, let’s have a look at some of the great performers from TATA MF to have an idea about the returns that the specific scheme is capable of providing to its investors. TATA Equity P/E Fund: This fund is currently the best scheme in the equity provided by TATA Mutual Fund. The returns given by scheme in 1, 3, and 5 years of time are 11.66%, 16.30%, and 25.48% in 1, 3 and 5 years, respectively(as on Jun 22, 2018). The scheme has a current NAV of Rs 137.84 (as on Jun 22, 2018) and is managing assets size of Rs 3924 crore (as on May 31, 2018). TATA Mid Cap Growth Fund: An equity- mid cap category fund, this scheme is among one of the best in its respective category. Launched on July 1, 1994, the scheme has a current NAV of Rs 129.72 (as on Jun 22, 2018) and is managing an asset size of Rs 658 crore (as on May 31, 2018). The returns given by fund in the 1, 3, and 5 years of time are 2.10%, 8.64%, and 25.53%, respectively (as on May 31, 2018). TATA Large & Mid-cap Fund: An open-ended scheme, this fund falls under the category of equity- large cap. The fund has a current NAV of Rs 189.64 (as on Jun 22, 2018) and is managing an asset size of Rs 1084 crore (as on May 31, 2018). The returns given by this fund in 1, 3, and 5 years of time are 4.29%, 8.71%, and 17.29%. TATA Treasury Advantage Fund: Launched on Sep 06, 2005, this fund falls into the category of the ultra short-term debt fund. The scheme has an asset size of Rs 4147 crore (as on May 31, 2018) and a current NAV of Rs 2671.03. The returns given by scheme in 1, 3, and 5 years of time are 6.59%, 7.65%, and 8.29%, respectively (as on Jun 22, 2018) which are really good as compared to any other scheme in this category. So, above is a quick overview of TATA Mutual Fund and its top schemes. As you can see that the returns from all the above schemes are really good and have shown consistent growth over the years, thus these funds are indeed the best investment options for your future investments.

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