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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 Money Market Fund Regular GrowthFixed Incomelow to moderate Risk7.71%â‚ą26,862.79 Cr
Tata Liquid Fund Regular GrowthMoney Marketlow to moderate Risk7.32%â‚ą23,122.55 Cr
Tata Digital India Fund Regular GrowthEquityvery high Risk30.89%â‚ą12,658.98 Cr
Tata Arbitrage Fund Regular GrowthAlternativelow Risk7.54%â‚ą12,589.05 Cr
Tata Balanced Advantage Fund Regular GrowthAllocationhigh Risk11.85%â‚ą10,258.19 Cr
Tata Small Cap Fund Regular GrowthEquityvery high Risk32.04%â‚ą9,572.45 Cr
Tata Equity P/E Fund Regular GrowthEquityvery high Risk23.63%â‚ą8,639.72 Cr
Tata Large & Mid Cap Fund Regular GrowthEquityvery high Risk18.03%â‚ą8,342.43 Cr
Tata ELSS Tax Saver Fund Regular GrowthEquityvery high Risk21.33%â‚ą4,662.92 Cr
Tata Mid Cap Growth Fund Regular GrowthEquityvery high Risk23.63%â‚ą4,494.44 Cr
Tata Hybrid Equity Fund Regular GrowthAllocationvery high Risk14.80%â‚ą4,150.45 Cr
Tata Overnight Fund Regular GrowthMoney Marketlow Risk6.62%â‚ą3,660.08 Cr
Tata Ultra Short Term Fund Regular GrowthFixed Incomemoderate Risk6.99%â‚ą3,471.34 Cr
Tata Multi Asset Opportunities Fund Regular GrowthAllocationvery high Risk15.82%â‚ą3,430.75 Cr
Tata Ethical Fund Regular GrowthEquityvery high Risk15.17%â‚ą3,288.81 Cr
Tata Multicap Fund Regular GrowthEquityvery high Risk13.62%â‚ą3,172.18 Cr
Tata Flexi Cap Fund Regular GrowthEquityvery high Risk13.40%â‚ą2,976.41 Cr
Tata Business Cycle Fund Regular GrowthEquityvery high Risk20.37%â‚ą2,875.52 Cr
Tata Short Term Bond Fund Regular GrowthFixed Incomemoderate Risk7.34%â‚ą2,859.96 Cr
Tata Corporate Bond Fund Regular GrowthFixed Incomemoderate Risk8.25%â‚ą2,785.75 Cr
Tata Treasury Advantage Fund Regular GrowthFixed Incomelow to moderate Risk7.41%â‚ą2,460.46 Cr
Tata Large Cap Fund GrowthEquityvery high Risk15.00%â‚ą2,435.52 Cr
Tata India Consumer Fund Regular GrowthEquityvery high Risk27.75%â‚ą2,414.3 Cr
Tata Infrastructure Fund GrowthEquityvery high Risk25.15%â‚ą2,403.66 Cr
Tata Banking & Financial Services Fund Regular GrowthEquityvery high Risk10.82%â‚ą2,378.01 Cr
Tata Retirement Savings Moderate Fund GrowthAllocationvery high Risk20.96%â‚ą2,176.8 Cr
Tata Retirement Savings Progressive Fund GrowthAllocationvery high Risk23.61%â‚ą2,108.21 Cr
Tata Focused Equity Fund Regular GrowthEquityvery high Risk18.98%â‚ą1,870.04 Cr
Tata India Innovation Fund Regular GrowthEquityvery high Risk0.00%â‚ą1,648.55 Cr
Tata India Pharma & Healthcare Fund Regular GrowthEquityvery high Risk40.00%â‚ą1,213.92 Cr
Tata Nifty 50 Index Fund Regular PlanEquityvery high Risk11.68%â‚ą1,079.62 Cr
Tata Gilt Securities Fund Plan A GrowthFixed Incomemoderate Risk8.18%â‚ą1,067.22 Cr
Tata Resources & Energy Fund Regular GrowthEquityvery high Risk17.17%â‚ą1,047.26 Cr
Tata CRISIL IBX Gilt Index-April 2026 Fund Regular GrowthFixed Incomelow to moderate Risk7.21%â‚ą1,026.22 Cr
Tata Dividend Yield Fund Regular GrowthEquityvery high Risk13.70%â‚ą985.68 Cr
Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60: 40 Index Fd Regular GrowthFixed Incomelow to moderate Risk7.99%â‚ą863.23 Cr
Tata Nifty Midcap 150 Momentum 50 Index Fund Regular GrowthEquityvery high Risk32.55%â‚ą685.98 Cr
Tata Housing Opportunities Fund Regular GrowthEquityvery high Risk13.11%â‚ą578.65 Cr
Tata BSE Sensex Index Fund Regular PlanEquityvery high Risk10.92%â‚ą368.49 Cr
Tata Nifty India Tourism Index Fund Regular GrowthEquityvery high Risk0.00%â‚ą283.9 Cr
Tata Equity Savings Regular GrowthAllocationmoderate Risk11.90%â‚ą224.14 Cr
Tata Banking & PSU Debt Fund Regular GrowthFixed Incomelow to moderate Risk6.49%â‚ą207.53 Cr
Tata Nifty200 Alpha 30 Index Fund Regular GrowthEquityvery high Risk0.00%â‚ą181.98 Cr
TATA Nifty G-SEC Dec 2029 Index Fund Regular GrowthFixed Incomemoderate Risk8.33%â‚ą179.55 Cr
Tata Retirement Savings Conservative Fund GrowthAllocationmoderately high Risk10.55%â‚ą176.48 Cr
Tata Floating Rate Fund Regular GrowthFixed Incomemoderate Risk7.77%â‚ą147.85 Cr
Tata Nifty MidSmall Healthcare Index Fund Regular GrowthEquityvery high Risk0.00%â‚ą123.46 Cr
Tata Gold ETF Fund of Fund Regular GrowthCommoditieshigh Risk0.00%â‚ą121.64 Cr
Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Regular GrowthEquityvery high Risk0.00%â‚ą120.27 Cr
TATA Nifty G-Sec Dec 2026 Index Fund Regular GrowthFixed Incomelow to moderate Risk7.39%â‚ą108.32 Cr
Tata Nifty India Digital ETF Fund of Fund Regular GrowthAllocationvery high Risk31.65%â‚ą97.91 Cr
Tata Nifty Capital Markets Index Fund Regular GrowthEquityvery high Risk0.00%â‚ą84.02 Cr
Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund Regular GrowthEquityvery high Risk0.00%â‚ą79.12 Cr
Tata Nifty Auto Index Fund Regular GrowthEquityvery high Risk0.00%â‚ą76.31 Cr
Tata Silver ETF Fund of Fund Regular GrowthCommoditiesvery high Risk0.00%â‚ą71.77 Cr
Tata Quant Fund Regular GrowthEquityvery high Risk12.05%â‚ą67.08 Cr
Tata Nifty Realty Index Fund Regular GrowthEquityvery high Risk0.00%â‚ą54 Cr
Tata Nifty Financial Services Index Fund Regular GrowthEquityvery high Risk0.00%â‚ą45.08 Cr
Tata BSE Select Business Groups Index 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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