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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 ₹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 NameCategoryRisk1Y ReturnFund Size
Tata Money Market Fund Regular GrowthFixed Incomelow to moderate Risk7.55%21,693.41 Cr
Tata Liquid Fund Regular GrowthMoney Marketlow to moderate Risk7.27%20,766.34 Cr
Tata Arbitrage Fund Regular GrowthAlternativelow Risk7.74%11,519.47 Cr
Tata Digital India Fund Regular GrowthEquityvery high Risk44.20%10,204.35 Cr
Tata Balanced Advantage Fund Regular GrowthAllocationhigh Risk22.08%9,464.82 Cr
Tata Equity P/E Fund Regular GrowthEquityvery high Risk50.57%8,483.97 Cr
Tata Large & Mid Cap Fund Regular GrowthEquityvery high Risk31.98%7,967.53 Cr
Tata Small Cap Fund Regular GrowthEquityvery high Risk45.55%7,867.72 Cr
Tata ELSS Tax Saver Fund Regular GrowthEquityvery high Risk38.06%4,199.87 Cr
Tata Mid Cap Growth Fund Regular GrowthEquityvery high Risk57.32%4,193.89 Cr
Tata Hybrid Equity Fund Regular GrowthAllocationvery high Risk24.96%3,917.01 Cr
Tata Multi Asset Opportunities Fund Regular GrowthAllocationvery high Risk28.10%3,050.77 Cr
Tata Multicap Fund Regular GrowthEquityvery high Risk32.83%2,913.19 Cr
Tata Flexi Cap Fund Regular GrowthEquityvery high Risk35.30%2,909.58 Cr
Tata Ethical Fund Regular GrowthEquityvery high Risk36.63%2,817.12 Cr
Tata Overnight Fund Regular GrowthMoney Marketlow Risk6.71%2,762.53 Cr
Tata Business Cycle Fund Regular GrowthEquityvery high Risk50.73%2,572.74 Cr
Tata Infrastructure Fund GrowthEquityvery high Risk70.86%2,479.68 Cr
Tata Large Cap Fund GrowthEquityvery high Risk36.30%2,315.94 Cr
Tata Banking & Financial Services Fund Regular GrowthEquityvery high Risk22.88%2,227.37 Cr
Tata Short Term Bond Fund Regular GrowthFixed Incomemoderate Risk6.67%2,209.36 Cr
Tata Treasury Advantage Fund Regular GrowthFixed Incomelow to moderate Risk7.06%2,167.41 Cr
Tata Retirement Savings Moderate Fund GrowthAllocationvery high Risk35.32%2,107.27 Cr
Tata India Consumer Fund Regular GrowthEquityvery high Risk38.58%2,100.91 Cr
Tata Ultra Short Term Fund Regular GrowthFixed Incomemoderate Risk6.74%2,061.51 Cr
Tata Retirement Savings Progressive Fund GrowthAllocationvery high Risk42.25%2,002.53 Cr
Tata Focused Equity Fund Regular GrowthEquityvery high Risk42.33%1,815.93 Cr
Tata Corporate Bond Fund Regular GrowthFixed Incomemoderate Risk7.31%1,340.96 Cr
Tata CRISIL IBX Gilt Index-April 2026 Fund Regular GrowthFixed Incomelow to moderate Risk7.11%1,097.08 Cr
Tata Dividend Yield Fund Regular GrowthEquityvery high Risk44.94%998.06 Cr
Tata India Pharma & Healthcare Fund Regular GrowthEquityvery high Risk46.52%948.99 Cr
Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60: 40 Index Fd Regular GrowthFixed Incomelow to moderate Risk7.31%847.49 Cr
Tata Nifty 50 Index Fund Regular PlanEquityvery high Risk27.13%717.24 Cr
Tata Resources & Energy Fund Regular GrowthEquityvery high Risk47.14%716.53 Cr
Tata Gilt Securities Fund Plan A GrowthFixed Incomemoderate Risk7.09%676.64 Cr
Tata Housing Opportunities Fund Regular GrowthEquityvery high Risk41.18%572.43 Cr
Tata S&P BSE Sensex Index Fund Regular PlanEquityvery high Risk23.94%331.47 Cr
Tata Nifty Midcap 150 Momentum 50 Index Fund Regular GrowthEquityvery high Risk73.73%323.11 Cr
Tata Floating Rate Fund Regular GrowthFixed Incomelow to moderate Risk7.14%209.01 Cr
Tata Banking & PSU Debt Fund Regular GrowthFixed Incomelow to moderate Risk6.49%207.53 Cr
Tata Retirement Savings Conservative Fund GrowthAllocationmoderately high Risk15.43%171.87 Cr
TATA Nifty G-SEC Dec 2029 Index Fund Regular GrowthFixed Incomemoderate Risk7.35%171.8 Cr
Tata Equity Savings Regular GrowthAllocationlow to moderate Risk16.69%155.98 Cr
TATA Nifty G-Sec Dec 2026 Index Fund Regular GrowthFixed Incomelow to moderate Risk7.10%110.17 Cr
Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Regular GrowthEquityvery high Risk0.00%86.32 Cr
Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund Regular GrowthEquityvery high Risk0.00%77.65 Cr
Tata Gold ETF Fund of Fund Regular GrowthCommoditieshigh Risk0.00%67.54 Cr
Tata Quant Fund Regular GrowthEquityvery high Risk36.46%63.29 Cr
Tata Nifty India Digital ETF Fund of Fund Regular GrowthAllocationvery high Risk46.98%54.22 Cr
Tata Nifty Auto Index Fund Regular GrowthEquityvery high Risk0.00%51.73 Cr
Tata Silver ETF Fund of Fund Regular GrowthCommoditiesvery high Risk0.00%40.21 Cr
Tata Nifty Realty Index Fund Regular GrowthEquityvery high Risk0.00%40 Cr
Tata Nifty Financial Services Index Fund Regular GrowthEquityvery high Risk0.00%34.81 Cr
Tata Nifty MidSmall Healthcare Index Fund Regular GrowthEquityvery high Risk0.00%34 Cr
Tata Nifty India Tourism Index Fund Regular GrowthEquityvery high Risk0.00%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

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