Banking & Investments Simplified for NRIs

Tata Asset Management Limited is a Arbitrage mutual fund scheme from Tata Asset Management Limited. This fund has been in existence for 9 yrs 10 m, having been launched on 01/01/2013. Tata Asset Management Limited has ₹9,008 Crores worth of assets under management (AUM) as on 30/09/2022 and is medium-sized fund of its category. The fund has an .

Tata Asset Management Limited is a mutual fund scheme from Tata Asset Management Limited. This fund has been in existence for 9 yrs 10 m, having been launched on 01/01/2013. Tata Asset Management Limited has ₹9,008 Crores worth of assets under management (AUM) as on 30/09/2022 and is medium-sized fund of its category. The fund has an Avg 1 year Return of Kotak Mutual Fund is 15.34%

Best Tata Mutual Funds for NRIs

Fund Name	Category	Risk	1Y Return	Fund Size
Tata Money Market Fund Regular Daily Rnvstmnt of Inc Dist cum Cap Wdrl	Fixed Income	low to moderate Risk	0.00%	₹26,862.79 Cr
Tata Money Market Fund Regular Growth	Fixed Income	low to moderate Risk	7.90%	₹26,862.79 Cr
Tata Liquid Fund Regular Daily Rnvstmnt of Inc Dist cum Cap Wdrl	Money Market	low to moderate Risk	0.00%	₹23,122.55 Cr
Tata Liquid Fund Regular Growth	Money Market	low to moderate Risk	7.30%	₹23,122.55 Cr
Tata Digital India Fund Regular Growth	Equity	very high Risk	-4.66%	₹12,658.98 Cr
Tata Digital India Fund Regular Reinvestment of Income Distribution cum Capital Withdrawal	Equity	very high Risk	0.00%	₹12,658.98 Cr
Tata Arbitrage Fund Regular Growth	Alternative	low Risk	7.10%	₹12,589.05 Cr
Tata Arbitrage Fund Regular Monthly Renvestmentof Income Distribution cum Capital Withdrawal	Alternative	low Risk	0.00%	₹12,589.05 Cr
Tata Balanced Advantage Fund Regular Growth	Allocation	high Risk	2.06%	₹10,258.19 Cr
Tata Balanced Advantage Fund Regular Reinvestment of Income Distribution cum Capital Withdrawal	Allocation	high Risk	0.00%	₹10,258.19 Cr
Tata Small Cap Fund Regular Growth	Equity	very high Risk	3.35%	₹9,572.45 Cr
Tata Small Cap Fund Regular Rnvstmnt of Inc Dist cum Cap Wdrl	Equity	very high Risk	0.00%	₹9,572.45 Cr
Tata Equity P/E Fund Regular Growth	Equity	very high Risk	0.87%	₹8,639.72 Cr
Tata Equity P/E Fund Trigger A 10% Reinvestment of Income Distribution cum Capital Withdrawal	Equity	very high Risk	0.00%	₹8,639.72 Cr
Tata Equity P/E Fund Trigger A 5% Reinvestment of Income Distribution cum Capital Withdrawal	Equity	very high Risk	0.00%	₹8,639.72 Cr
Tata Large & Mid Cap Fund Regular Growth	Equity	very high Risk	0.91%	₹8,342.43 Cr
Tata Large & Mid Cap Fund Regular Rnvstmnt of Inc Dist cum Cap Wdrl	Equity	very high Risk	0.00%	₹8,342.43 Cr
Tata ELSS Tax Saver Fund Regular Growth	Equity	very high Risk	2.20%	₹4,662.92 Cr
Tata ELSS Tax Saver Fund Regular Payout of Inc Dist cum Cap Wdrl	Equity	very high Risk	0.00%	₹4,662.92 Cr
Tata ELSS Tax Saver Fund Regular Rnvstmnt of Inc Dist cum Cap Wdrl	Equity	very high Risk	19.97%	₹4,662.92 Cr
Tata Mid Cap Growth Fund Regular Rnvstmnt of Inc Dist cum Cap Wdrl	Equity	very high Risk	0.00%	₹4,494.44 Cr
Tata Mid Cap Growth Fund Regular Growth	Equity	very high Risk	-0.94%	₹4,494.44 Cr
Tata Hybrid Equity Fund Regular Growth	Allocation	very high Risk	1.29%	₹4,150.45 Cr
Tata Hybrid Equity Fund Regular Rnvstmnt of Inc Dist cum Cap Wdrl	Allocation	very high Risk	0.00%	₹4,150.45 Cr
Tata Hybrid Equity Fund Regular Monthly Rnvstmnt of Inc Dist cum Cap Wdrl	Allocation	very high Risk	0.00%	₹4,150.45 Cr
Tata Overnight Fund Regular Daily Rnvstmnt of Inc Dist cum Cap Wdrl	Money Market	low Risk	0.00%	₹3,660.08 Cr
Tata Overnight Fund Regular Growth	Money Market	low Risk	6.53%	₹3,660.08 Cr
Tata Ultra Short Term Fund Regular Growth	Fixed Income	moderate Risk	7.14%	₹3,471.34 Cr
Tata Ultra Short Term Fund Regular Weekly Rnvstmnt of Inc Dist cum Cap Wdrl	Fixed Income	moderate Risk	0.00%	₹3,471.34 Cr
Tata Ultra Short Term Fund Regular Monthly Rnvstmnt of Inc Dist cum Cap Wdrl	Fixed Income	moderate Risk	0.00%	₹3,471.34 Cr
Tata Multi Asset Opportunities Fund Regular Rnvstmnt of Inc Dist cum Cap Wdrl	Allocation	very high Risk	0.00%	₹3,430.75 Cr
Tata Multi Asset Opportunities Fund Regular Growth	Allocation	very high Risk	7.57%	₹3,430.75 Cr
Tata Ethical Fund Regular Growth	Equity	very high Risk	-3.51%	₹3,288.81 Cr
Tata Ethical Fund Regular Reinvestment of Income Distribution cum Capital Withdrawal	Equity	very high Risk	0.00%	₹3,288.81 Cr
Tata Multicap Fund Regular Growth	Equity	very high Risk	-5.76%	₹3,172.18 Cr
Tata Multicap Fund Regular Reinvestment Inc Dist cum Cap Wdrl	Equity	very high Risk	0.00%	₹3,172.18 Cr
Tata Flexi Cap Fund Regular Reinvestment of Income Distribution cum Capital Withdrawal	Equity	very high Risk	0.00%	₹2,976.41 Cr
Tata Flexi Cap Fund Regular Growth	Equity	very high Risk	5.50%	₹2,976.41 Cr
Tata Business Cycle Fund Regular Reinvestment of Income Dis cum Cap wdrl	Equity	very high Risk	0.00%	₹2,875.52 Cr
Tata Business Cycle Fund Regular Growth	Equity	very high Risk	-3.35%	₹2,875.52 Cr
Tata Short Term Bond Fund Regular Monthly Rnvstmnt of Inc Dist cum Cap Wdrl	Fixed Income	moderate Risk	0.00%	₹2,859.96 Cr
Tata Short Term Bond Fund Regular Periodic Rnvstmnt of Inc Dist cum Cap Wdrl Option	Fixed Income	moderate Risk	0.00%	₹2,859.96 Cr
Tata Short Term Bond Fund Regular Growth	Fixed Income	moderate Risk	8.36%	₹2,859.96 Cr
Tata Corporate Bond Fund Regular Growth	Fixed Income	moderate Risk	9.16%	₹2,785.75 Cr
Tata Corporate Bond Fund Regular Monthly Reinvestment Inc Dist cum Cap Wdrl	Fixed Income	moderate Risk	0.00%	₹2,785.75 Cr
Tata Corporate Bond Fund Regular Quarterly Reinvestment Inc Dist cum Cap Wdrl	Fixed Income	moderate Risk	0.00%	₹2,785.75 Cr
Tata Corporate Bond Fund Regular Periodic Reinvestment Inc Dist cum Cap Wdrl	Fixed Income	moderate Risk	0.00%	₹2,785.75 Cr
Tata Treasury Advantage Fund Regular Periodic Rnvstmnt of Inc Dist cum Cap Wdrl	Fixed Income	low to moderate Risk	0.00%	₹2,460.46 Cr
Tata Treasury Advantage Fund Regular Weekly Rnvstmnt of Inc Dist cum Cap Wdrl	Fixed Income	low to moderate Risk	0.00%	₹2,460.46 Cr
Tata Treasury Advantage Fund Regular Weekly Payout of Inc Dist cum Cap Wdrl	Fixed Income	low to moderate Risk	0.00%	₹2,460.46 Cr
Tata Treasury Advantage Fund Regular Daily Rnvstmnt of Inc Dist cum Cap Wdrl	Fixed Income	low to moderate Risk	0.00%	₹2,460.46 Cr
Tata Treasury Advantage Fund Regular Growth	Fixed Income	low to moderate Risk	7.72%	₹2,460.46 Cr
Tata Large Cap Fund Growth	Equity	very high Risk	0.19%	₹2,435.52 Cr
Tata Large Cap Fund Rnvstmnt of Inc Dist cum Cap Wdrl	Equity	very high Risk	0.00%	₹2,435.52 Cr
Tata India Consumer Fund Regular Growth	Equity	very high Risk	7.27%	₹2,414.3 Cr
Tata India Consumer Fund Regular Rnvstmnt of Inc Dist cum Cap Wdrl	Equity	very high Risk	0.00%	₹2,414.3 Cr
Tata Infrastructure Fund Growth	Equity	very high Risk	-12.02%	₹2,403.66 Cr
Tata Infrastructure Fund Rnvstmnt of Inc Dist cum Cap Wdrl	Equity	very high Risk	0.00%	₹2,403.66 Cr
Tata Banking & Financial Services Fund Regular Growth	Equity	very high Risk	10.13%	₹2,378.01 Cr
Tata Banking & Financial Services Fund Regular Reinvestment of Income Distribution cum CapitalWtdrwl	Equity	very high Risk	0.00%	₹2,378.01 Cr
Tata Retirement Savings Moderate Fund Growth	Allocation	very high Risk	4.07%	₹2,176.8 Cr
Tata Retirement Savings Progressive Fund Growth	Allocation	very high Risk	1.91%	₹2,108.21 Cr
Tata Focused Equity Fund Regular Growth	Equity	very high Risk	-1.52%	₹1,870.04 Cr
Tata Focused Equity Fund Regular Rnvstmnt of Inc Dist cum Cap Wdrl	Equity	very high Risk	0.00%	₹1,870.04 Cr
Tata India Innovation Fund Regular Growth	Equity	moderately high Risk	0.00%	₹1,648.55 Cr
Tata India Innovation Fund Regular Reinvestment Inc Dist cum Cap Wdrl	Equity	moderately high Risk	0.00%	₹1,648.55 Cr
Tata India Pharma & Healthcare Fund Regular Growth	Equity	very high Risk	10.30%	₹1,213.92 Cr
Tata India Pharma & Healthcare Fund Regular Rnvstmnt of Inc Dist cum Cap Wdrl	Equity	very high Risk	0.00%	₹1,213.92 Cr
Tata Nifty 50 Index Fund Regular Plan	Equity	very high Risk	0.87%	₹1,079.62 Cr
Tata Gilt Securities Fund Plan A Growth	Fixed Income	moderate Risk	9.47%	₹1,067.22 Cr
Tata Gilt Securities Fund Plan A Rnvstmnt of Inc Dist cum Cap Wdrl	Fixed Income	moderate Risk	0.00%	₹1,067.22 Cr
Tata Resources & Energy Fund Regular Rnvstmnt of Inc Dist cum Cap Wdrl	Equity	very high Risk	0.00%	₹1,047.26 Cr
Tata Resources & Energy Fund Regular Growth	Equity	very high Risk	0.32%	₹1,047.26 Cr
Tata CRISIL IBX Gilt Index-April 2026 Fund Regular Growth	Fixed Income	low to moderate Risk	7.69%	₹1,026.22 Cr
Tata CRISIL IBX Gilt Index-April 2026 Fund Regular Reinvestment Inc Dist cum Cap Wdrl	Fixed Income	low to moderate Risk	0.00%	₹1,026.22 Cr
Tata Dividend Yield Fund Regular Growth	Equity	very high Risk	-3.52%	₹985.68 Cr
Tata Dividend Yield Fund Regular Reinvestment Inc Dist cum Cap Wdrl	Equity	very high Risk	0.00%	₹985.68 Cr
Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60: 40 Index Fd Regular Reinvestment Inc Dist cum Cap Wdrl	Fixed Income	low to moderate Risk	0.00%	₹863.23 Cr
Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60: 40 Index Fd Regular Growth	Fixed Income	low to moderate Risk	8.63%	₹863.23 Cr
Tata Nifty Midcap 150 Momentum 50 Index Fund Regular Growth	Equity	very high Risk	-3.94%	₹685.98 Cr
Tata Nifty Midcap 150 Momentum 50 Index Fund Regular Reinvestment Inc Dist cum Cap Wdrl	Equity	very high Risk	0.00%	₹685.98 Cr
Tata Housing Opportunities Fund Regular Growth	Equity	very high Risk	-6.73%	₹578.65 Cr
Tata Housing Opportunities Fund Regular Reinvestment Inc Dist cum Cap Wdrl	Equity	very high Risk	0.00%	₹578.65 Cr
Tata BSE Sensex Index Fund Regular Plan	Equity	very high Risk	0.67%	₹368.49 Cr
Tata Nifty India Tourism Index Fund Regular Growth	Equity	very high Risk	0.00%	₹283.9 Cr
Tata Nifty India Tourism Index Fund Regular Reinvestment Inc Dist cum Cap Wdrl	Equity	very high Risk	0.00%	₹283.9 Cr
Tata Equity Savings Regular Monthly Reinvestment of Income Distribution cum Capital Withdrawal	Allocation	moderate Risk	0.00%	₹224.14 Cr
Tata Equity Savings Regular Periodic Reinvestment of Income Distribution cum Capital Withdrawal	Allocation	moderate Risk	0.00%	₹224.14 Cr
Tata Equity Savings Regular Growth	Allocation	moderate Risk	9.42%	₹224.14 Cr
Tata Banking & PSU Debt Fund Regular Growth	Fixed Income	low to moderate Risk	6.49%	₹207.53 Cr
Tata Nifty200 Alpha 30 Index Fund Regular Growth	Equity	very high Risk	0.00%	₹181.98 Cr
Tata Nifty200 Alpha 30 Index Fund Regular Reinvestment Inc Dist cum Cap Wdrl	Equity	very high Risk	0.00%	₹181.98 Cr
TATA Nifty G-SEC Dec 2029 Index Fund Regular Growth	Fixed Income	moderate Risk	9.86%	₹179.55 Cr
TATA Nifty G-SEC Dec 2029 Index Fund Regular Reinvestment Inc Dist cum Cap Wdrl	Fixed Income	moderate Risk	0.00%	₹179.55 Cr
Tata Retirement Savings Conservative Fund Growth	Allocation	moderately high Risk	5.23%	₹176.48 Cr
Tata Floating Rate Fund Regular Quarterly Reinvestment of Income Distribution cum capital withdrawal	Fixed Income	moderate Risk	0.00%	₹147.85 Cr
Tata Floating Rate Fund Regular Monthly Reinvestment of Income Distribution cum capital withdrawal	Fixed Income	moderate Risk	0.00%	₹147.85 Cr
Tata Floating Rate Fund Regular Periodic Reinvestment of Income Distribution cum capital withdrawal	Fixed Income	moderate Risk	0.00%	₹147.85 Cr
Tata Floating Rate Fund Regular Growth	Fixed Income	moderate Risk	8.55%	₹147.85 Cr
Tata Nifty MidSmall Healthcare Index Fund Regular Growth	Equity	very high Risk	0.00%	₹123.46 Cr
Tata Nifty MidSmall Healthcare Index Fund Regular Reinvestment Inc Dist cum Cap Wdrl	Equity	very high Risk	0.00%	₹123.46 Cr
Tata Gold ETF Fund of Fund Regular Reinvestment Inc Dist cum Cap Wdrl	Commodity	high Risk	0.00%	₹121.64 Cr
Tata Gold ETF Fund of Fund Regular Growth	Commodity	high Risk	26.74%	₹121.64 Cr
Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Regular Growth	Equity	very high Risk	0.00%	₹120.27 Cr
Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Regular Reinvestment Inc Dist cum Cap Wdrl	Equity	very high Risk	0.00%	₹120.27 Cr
TATA Nifty G-Sec Dec 2026 Index Fund Regular Growth	Fixed Income	low to moderate Risk	8.02%	₹108.32 Cr
TATA Nifty G-Sec Dec 2026 Index Fund Regular Reinvestment Inc Dist cum Cap Wdrl	Fixed Income	low to moderate Risk	0.00%	₹108.32 Cr
Tata Nifty India Digital ETF Fund of Fund Regular Reinvestment Inc Dist cum Cap Wdrl	Allocation	very high Risk	0.00%	₹97.91 Cr
Tata Nifty India Digital ETF Fund of Fund Regular Growth	Allocation	very high Risk	-2.04%	₹97.91 Cr
Tata Nifty Capital Markets Index Fund Regular Growth	Equity	very high Risk	0.00%	₹84.02 Cr
Tata Nifty Capital Markets Index Fund Regular Reinvestment Inc Dist cum Cap Wdrl	Equity	very high Risk	0.00%	₹84.02 Cr
Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund Regular Growth	Equity	very high Risk	0.00%	₹79.12 Cr
Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund Regular Reinvestment Inc Dist cum Cap Wdrl	Equity	very high Risk	0.00%	₹79.12 Cr
Tata Nifty Auto Index Fund Regular Growth	Equity	very high Risk	0.00%	₹76.31 Cr
Tata Nifty Auto Index Fund Regular Reinvestment Inc Dist cum Cap Wdrl	Equity	very high Risk	0.00%	₹76.31 Cr
Tata Silver ETF Fund of Fund Regular Reinvestment Inc Dist cum Cap Wdrl	Commodity	very high Risk	0.00%	₹71.77 Cr
Tata Silver ETF Fund of Fund Regular Growth	Commodity	very high Risk	10.81%	₹71.77 Cr
Tata Quant Fund Regular Growth	Equity	very high Risk	6.49%	₹67.08 Cr
Tata Quant Fund Regular Rnvstmnt of Inc Dist cum Cap Wdrl	Equity	very high Risk	0.00%	₹67.08 Cr
Tata Nifty Realty Index Fund Regular Growth	Equity	very high Risk	0.00%	₹54 Cr
Tata Nifty Realty Index Fund Regular Reinvestment Inc Dist cum Cap Wdrl	Equity	very high Risk	0.00%	₹54 Cr
Tata Nifty Financial Services Index Fund Regular Growth	Equity	very high Risk	0.00%	₹45.08 Cr
Tata Nifty Financial Services Index Fund Regular Reinvestment Inc Dist cum Cap Wdrl	Equity	very high Risk	0.00%	₹45.08 Cr
Tata BSE Select Business Groups Index Fund Regular Growth	Equity	very high Risk	0.00%	₹0
Tata BSE Select Business Groups Index Fund Regular Reinvestment Inc Dist cum Cap Wdrl	Equity	very high Risk	0.00%	₹0

How can NRIs invest in Tata Asset Management Limited?

NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:

Complete your NRI KYC: Type in your personal details and attach supporting documents, like:

PAN Number
Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
Passport – front and back
Passport size photograph
signature

If all details are correct, your KYC will be approved within 7 to 8 business days.

Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Tata Asset Management Limited

Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
City and country of birth
NRE/NRO bank account statement/ canceled cheque for the latest 3 months
Nominee details

Frequently Asked Questions

Can NRIs invest in Tata Asset Management Limited?

How can NRI buy Tata Asset Management Limited ?

Does Tata Asset Management Limited accept an NRI application with a foreign bank account details?

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Banking & Investments Simplified for NRIs

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Tata Mutual Fund for NRIs - Top Funds, AUM, Returns 2025

Best Tata Mutual Funds for NRIs

How can NRIs invest in Tata Asset Management Limited?

Frequently Asked Questions

Can NRIs invest in Tata Asset Management Limited?

How can NRI buy Tata Asset Management Limited ?

Does Tata Asset Management Limited accept an NRI application with a foreign bank account details?

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