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Tata Mutual Fund for NRIs - Top Funds, AUM, Returns 2024

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 â‚ą9,008 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 â‚ą9,008 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 NameCategoryRisk1Y ReturnFund Size
Tata Liquid Fund Regular GrowthMoney Marketmoderate Risk7.35%â‚ą28,348.53 Cr
Tata Money Market Fund Regular GrowthFixed Incomelow to moderate Risk7.71%â‚ą27,059.75 Cr
Tata Arbitrage Fund Regular GrowthAlternativelow Risk7.66%â‚ą12,432.45 Cr
Tata Digital India Fund Regular GrowthEquityvery high Risk39.14%â‚ą11,835.2 Cr
Tata Balanced Advantage Fund Regular GrowthAllocationhigh Risk16.91%â‚ą10,288.08 Cr
Tata Small Cap Fund Regular GrowthEquityvery high Risk35.31%â‚ą9,463.78 Cr
Tata Equity P/E Fund Regular GrowthEquityvery high Risk34.20%â‚ą8,681.31 Cr
Tata Large & Mid Cap Fund Regular GrowthEquityvery high Risk25.17%â‚ą8,390.4 Cr
Tata ELSS Tax Saver Fund Regular GrowthEquityvery high Risk28.67%â‚ą4,680.1 Cr
Tata Overnight Fund Regular GrowthMoney Marketlow Risk6.63%â‚ą4,600.33 Cr
Tata Mid Cap Growth Fund Regular GrowthEquityvery high Risk29.55%â‚ą4,443.96 Cr
Tata Hybrid Equity Fund Regular GrowthAllocationvery high Risk21.66%â‚ą4,137.3 Cr
Tata Ultra Short Term Fund Regular GrowthFixed Incomelow to moderate Risk6.95%â‚ą3,817.5 Cr
Tata Multi Asset Opportunities Fund Regular GrowthAllocationvery high Risk20.32%â‚ą3,409.99 Cr
Tata Multicap Fund Regular GrowthEquityvery high Risk19.27%â‚ą3,218.66 Cr
Tata Ethical Fund Regular GrowthEquityvery high Risk23.27%â‚ą3,201.55 Cr
Tata Flexi Cap Fund Regular GrowthEquityvery high Risk22.06%â‚ą3,008.93 Cr
Tata Short Term Bond Fund Regular GrowthFixed Incomemoderate Risk7.44%â‚ą2,892.55 Cr
Tata Business Cycle Fund Regular GrowthEquityvery high Risk28.30%â‚ą2,885.41 Cr
Tata Corporate Bond Fund Regular GrowthFixed Incomemoderate Risk8.29%â‚ą2,752.59 Cr
Tata Treasury Advantage Fund Regular GrowthFixed Incomelow to moderate Risk7.45%â‚ą2,667.51 Cr
Tata Infrastructure Fund GrowthEquityvery high Risk34.75%â‚ą2,451.22 Cr
Tata Large Cap Fund GrowthEquityvery high Risk25.15%â‚ą2,415.27 Cr
Tata India Consumer Fund Regular GrowthEquityvery high Risk29.46%â‚ą2,374.84 Cr
Tata Banking & Financial Services Fund Regular GrowthEquityvery high Risk18.34%â‚ą2,374.28 Cr
Tata Retirement Savings Moderate Fund GrowthAllocationvery high Risk22.85%â‚ą2,161.97 Cr
Tata Retirement Savings Progressive Fund GrowthAllocationvery high Risk25.12%â‚ą2,088.63 Cr
Tata Focused Equity Fund Regular GrowthEquityvery high Risk28.99%â‚ą1,847.7 Cr
Tata India Pharma & Healthcare Fund Regular GrowthEquityvery high Risk38.56%â‚ą1,208.05 Cr
Tata CRISIL IBX Gilt Index-April 2026 Fund Regular GrowthFixed Incomelow to moderate Risk7.61%â‚ą1,069.63 Cr
Tata Resources & Energy Fund Regular GrowthEquityvery high Risk27.97%â‚ą1,042.41 Cr
Tata Dividend Yield Fund Regular GrowthEquityvery high Risk23.37%â‚ą994.96 Cr
Tata Nifty 50 Index Fund Regular PlanEquityvery high Risk21.25%â‚ą989.76 Cr
Tata Gilt Securities Fund Plan A GrowthFixed Incomemoderate Risk8.37%â‚ą933.89 Cr
Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60: 40 Index Fd Regular GrowthFixed Incomelow to moderate Risk8.41%â‚ą858.78 Cr
Tata Nifty Midcap 150 Momentum 50 Index Fund Regular GrowthEquityvery high Risk36.39%â‚ą632.7 Cr
Tata Housing Opportunities Fund Regular GrowthEquityvery high Risk20.07%â‚ą609.92 Cr
Tata BSE Sensex Index Fund Regular PlanEquityvery high Risk20.45%â‚ą363.83 Cr
Tata Nifty India Tourism Index Fund Regular GrowthEquityvery high Risk0.00%â‚ą253.45 Cr
Tata Equity Savings Regular GrowthAllocationmoderate Risk14.12%â‚ą215.99 Cr
Tata Banking & PSU Debt Fund Regular GrowthFixed Incomelow to moderate Risk6.49%â‚ą207.53 Cr
TATA Nifty G-SEC Dec 2029 Index Fund Regular GrowthFixed Incomemoderate Risk8.73%â‚ą178.27 Cr
Tata Nifty200 Alpha 30 Index Fund Regular GrowthEquityvery high Risk0.00%â‚ą174.28 Cr
Tata Retirement Savings Conservative Fund GrowthAllocationmoderately high Risk11.57%â‚ą172.34 Cr
Tata Floating Rate Fund Regular GrowthFixed Incomemoderate Risk7.60%â‚ą168.32 Cr
Tata Nifty MidSmall Healthcare Index Fund Regular GrowthEquityvery high Risk0.00%â‚ą121.21 Cr
Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Regular GrowthEquityvery high Risk0.00%â‚ą121.16 Cr
Tata Gold ETF Fund of Fund Regular GrowthCommoditieshigh Risk0.00%â‚ą117.15 Cr
TATA Nifty G-Sec Dec 2026 Index Fund Regular GrowthFixed Incomelow to moderate Risk7.79%â‚ą107.77 Cr
Tata Nifty Capital Markets Index Fund Regular GrowthEquityvery high Risk0.00%â‚ą91.54 Cr
Tata Nifty India Digital ETF Fund of Fund Regular GrowthAllocationvery high Risk34.56%â‚ą86.29 Cr
Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund Regular GrowthEquityvery high Risk0.00%â‚ą79.48 Cr
Tata Nifty Auto Index Fund Regular GrowthEquityvery high Risk0.00%â‚ą75.28 Cr
Tata Silver ETF Fund of Fund Regular GrowthCommoditiesvery high Risk0.00%â‚ą72.09 Cr
Tata Quant Fund Regular GrowthEquityvery high Risk17.91%â‚ą67.78 Cr
Tata Nifty Realty Index Fund Regular GrowthEquityvery high Risk0.00%â‚ą51.91 Cr
Tata Nifty Financial Services Index Fund Regular GrowthEquityvery high Risk0.00%â‚ą44.02 Cr
Tata India Innovation Fund Regular GrowthEquityvery high Risk0.00%â‚ą0

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

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