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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 Growth	Fixed Income	low to moderate Risk	7.71%	₹26,862.79 Cr
Tata Liquid Fund Regular Growth	Money Market	low to moderate Risk	7.32%	₹23,122.55 Cr
Tata Digital India Fund Regular Growth	Equity	very high Risk	30.89%	₹12,658.98 Cr
Tata Arbitrage Fund Regular Growth	Alternative	low Risk	7.54%	₹12,589.05 Cr
Tata Balanced Advantage Fund Regular Growth	Allocation	high Risk	11.85%	₹10,258.19 Cr
Tata Small Cap Fund Regular Growth	Equity	very high Risk	32.04%	₹9,572.45 Cr
Tata Equity P/E Fund Regular Growth	Equity	very high Risk	23.63%	₹8,639.72 Cr
Tata Large & Mid Cap Fund Regular Growth	Equity	very high Risk	18.03%	₹8,342.43 Cr
Tata ELSS Tax Saver Fund Regular Growth	Equity	very high Risk	21.33%	₹4,662.92 Cr
Tata Mid Cap Growth Fund Regular Growth	Equity	very high Risk	23.63%	₹4,494.44 Cr
Tata Hybrid Equity Fund Regular Growth	Allocation	very high Risk	14.80%	₹4,150.45 Cr
Tata Overnight Fund Regular Growth	Money Market	low Risk	6.62%	₹3,660.08 Cr
Tata Ultra Short Term Fund Regular Growth	Fixed Income	moderate Risk	6.99%	₹3,471.34 Cr
Tata Multi Asset Opportunities Fund Regular Growth	Allocation	very high Risk	15.82%	₹3,430.75 Cr
Tata Ethical Fund Regular Growth	Equity	very high Risk	15.17%	₹3,288.81 Cr
Tata Multicap Fund Regular Growth	Equity	very high Risk	13.62%	₹3,172.18 Cr
Tata Flexi Cap Fund Regular Growth	Equity	very high Risk	13.40%	₹2,976.41 Cr
Tata Business Cycle Fund Regular Growth	Equity	very high Risk	20.37%	₹2,875.52 Cr
Tata Short Term Bond Fund Regular Growth	Fixed Income	moderate Risk	7.34%	₹2,859.96 Cr
Tata Corporate Bond Fund Regular Growth	Fixed Income	moderate Risk	8.25%	₹2,785.75 Cr
Tata Treasury Advantage Fund Regular Growth	Fixed Income	low to moderate Risk	7.41%	₹2,460.46 Cr
Tata Large Cap Fund Growth	Equity	very high Risk	15.00%	₹2,435.52 Cr
Tata India Consumer Fund Regular Growth	Equity	very high Risk	27.75%	₹2,414.3 Cr
Tata Infrastructure Fund Growth	Equity	very high Risk	25.15%	₹2,403.66 Cr
Tata Banking & Financial Services Fund Regular Growth	Equity	very high Risk	10.82%	₹2,378.01 Cr
Tata Retirement Savings Moderate Fund Growth	Allocation	very high Risk	20.96%	₹2,176.8 Cr
Tata Retirement Savings Progressive Fund Growth	Allocation	very high Risk	23.61%	₹2,108.21 Cr
Tata Focused Equity Fund Regular Growth	Equity	very high Risk	18.98%	₹1,870.04 Cr
Tata India Innovation Fund Regular Growth	Equity	very high Risk	0.00%	₹1,648.55 Cr
Tata India Pharma & Healthcare Fund Regular Growth	Equity	very high Risk	40.00%	₹1,213.92 Cr
Tata Nifty 50 Index Fund Regular Plan	Equity	very high Risk	11.68%	₹1,079.62 Cr
Tata Gilt Securities Fund Plan A Growth	Fixed Income	moderate Risk	8.18%	₹1,067.22 Cr
Tata Resources & Energy Fund Regular Growth	Equity	very high Risk	17.17%	₹1,047.26 Cr
Tata CRISIL IBX Gilt Index-April 2026 Fund Regular Growth	Fixed Income	low to moderate Risk	7.21%	₹1,026.22 Cr
Tata Dividend Yield Fund Regular Growth	Equity	very high Risk	13.70%	₹985.68 Cr
Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60: 40 Index Fd Regular Growth	Fixed Income	low to moderate Risk	7.99%	₹863.23 Cr
Tata Nifty Midcap 150 Momentum 50 Index Fund Regular Growth	Equity	very high Risk	32.55%	₹685.98 Cr
Tata Housing Opportunities Fund Regular Growth	Equity	very high Risk	13.11%	₹578.65 Cr
Tata BSE Sensex Index Fund Regular Plan	Equity	very high Risk	10.92%	₹368.49 Cr
Tata Nifty India Tourism Index Fund Regular Growth	Equity	very high Risk	0.00%	₹283.9 Cr
Tata Equity Savings Regular Growth	Allocation	moderate Risk	11.90%	₹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 Nifty G-SEC Dec 2029 Index Fund Regular Growth	Fixed Income	moderate Risk	8.33%	₹179.55 Cr
Tata Retirement Savings Conservative Fund Growth	Allocation	moderately high Risk	10.55%	₹176.48 Cr
Tata Floating Rate Fund Regular Growth	Fixed Income	moderate Risk	7.77%	₹147.85 Cr
Tata Nifty MidSmall Healthcare Index Fund Regular Growth	Equity	very high Risk	0.00%	₹123.46 Cr
Tata Gold ETF Fund of Fund Regular Growth	Commodities	high Risk	0.00%	₹121.64 Cr
Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Regular Growth	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	7.39%	₹108.32 Cr
Tata Nifty India Digital ETF Fund of Fund Regular Growth	Allocation	very high Risk	31.65%	₹97.91 Cr
Tata Nifty Capital Markets Index Fund Regular Growth	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 Nifty Auto Index Fund Regular Growth	Equity	very high Risk	0.00%	₹76.31 Cr
Tata Silver ETF Fund of Fund Regular Growth	Commodities	very high Risk	0.00%	₹71.77 Cr
Tata Quant Fund Regular Growth	Equity	very high Risk	12.05%	₹67.08 Cr
Tata Nifty Realty Index Fund Regular Growth	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 BSE Select Business Groups Index Fund Regular Growth	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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