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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 Risk7.60%â‚ą27,172.45 Cr
Tata Liquid Fund Regular GrowthMoney Marketlow to moderate Risk7.30%â‚ą22,204.39 Cr
Tata Arbitrage Fund Regular GrowthAlternativelow Risk7.57%â‚ą11,915.77 Cr
Tata Digital India Fund Regular GrowthEquityvery high Risk42.49%â‚ą11,377.32 Cr
Tata Balanced Advantage Fund Regular GrowthAllocationhigh Risk21.35%â‚ą10,051.5 Cr
Tata Equity P/E Fund Regular GrowthEquityvery high Risk53.65%â‚ą8,864.64 Cr
Tata Small Cap Fund Regular GrowthEquityvery high Risk46.49%â‚ą8,448.91 Cr
Tata Large & Mid Cap Fund Regular GrowthEquityvery high Risk33.18%â‚ą8,318.31 Cr
Tata Overnight Fund Regular GrowthMoney Marketlow Risk6.70%â‚ą4,821.28 Cr
Tata ELSS Tax Saver Fund Regular GrowthEquityvery high Risk35.83%â‚ą4,722.04 Cr
Tata Mid Cap Growth Fund Regular GrowthEquityvery high Risk44.18%â‚ą4,466.53 Cr
Tata Hybrid Equity Fund Regular GrowthAllocationvery high Risk27.31%â‚ą4,241.61 Cr
Tata Multicap Fund Regular GrowthEquityvery high Risk30.35%â‚ą3,279 Cr
Tata Multi Asset Opportunities Fund Regular GrowthAllocationvery high Risk25.36%â‚ą3,187.72 Cr
Tata Ethical Fund Regular GrowthEquityvery high Risk33.76%â‚ą3,092.7 Cr
Tata Flexi Cap Fund Regular GrowthEquityvery high Risk33.61%â‚ą3,048.83 Cr
Tata Business Cycle Fund Regular GrowthEquityvery high Risk43.88%â‚ą2,775.86 Cr
Tata Treasury Advantage Fund Regular GrowthFixed Incomelow to moderate Risk7.14%â‚ą2,719.06 Cr
Tata Infrastructure Fund GrowthEquityvery high Risk52.98%â‚ą2,645.35 Cr
Tata Ultra Short Term Fund Regular GrowthFixed Incomemoderate Risk6.77%â‚ą2,630.57 Cr
Tata Large Cap Fund GrowthEquityvery high Risk35.65%â‚ą2,437.02 Cr
Tata Short Term Bond Fund Regular GrowthFixed Incomemoderate Risk7.15%â‚ą2,397.11 Cr
Tata Banking & Financial Services Fund Regular GrowthEquityvery high Risk22.49%â‚ą2,252.72 Cr
Tata India Consumer Fund Regular GrowthEquityvery high Risk44.16%â‚ą2,247.42 Cr
Tata Retirement Savings Moderate Fund GrowthAllocationvery high Risk29.89%â‚ą2,183.4 Cr
Tata Retirement Savings Progressive Fund GrowthAllocationvery high Risk35.50%â‚ą2,099.53 Cr
Tata Focused Equity Fund Regular GrowthEquityvery high Risk39.96%â‚ą1,876.86 Cr
Tata Corporate Bond Fund Regular GrowthFixed Incomemoderate Risk7.76%â‚ą1,705.78 Cr
Tata CRISIL IBX Gilt Index-April 2026 Fund Regular GrowthFixed Incomelow to moderate Risk7.56%â‚ą1,107.82 Cr
Tata India Pharma & Healthcare Fund Regular GrowthEquityvery high Risk54.99%â‚ą1,056.02 Cr
Tata Dividend Yield Fund Regular GrowthEquityvery high Risk37.31%â‚ą1,037.66 Cr
Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60: 40 Index Fd Regular GrowthFixed Incomelow to moderate Risk8.00%â‚ą863.59 Cr
Tata Nifty 50 Index Fund Regular PlanEquityvery high Risk29.12%â‚ą859.43 Cr
Tata Resources & Energy Fund Regular GrowthEquityvery high Risk38.77%â‚ą839.84 Cr
Tata Gilt Securities Fund Plan A GrowthFixed Incomemoderate Risk7.86%â‚ą740.81 Cr
Tata Housing Opportunities Fund Regular GrowthEquityvery high Risk35.24%â‚ą637.81 Cr
Tata Nifty Midcap 150 Momentum 50 Index Fund Regular GrowthEquityvery high Risk55.82%â‚ą505.64 Cr
Tata BSE Sensex Index Fund Regular PlanEquityvery high Risk25.67%â‚ą368.52 Cr
Tata Nifty India Tourism Index Fund Regular GrowthEquityvery high Risk0.00%â‚ą297.46 Cr
Tata Floating Rate Fund Regular GrowthFixed Incomelow to moderate Risk7.16%â‚ą215.95 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 Risk8.52%â‚ą175.66 Cr
Tata Retirement Savings Conservative Fund GrowthAllocationmoderately high Risk14.02%â‚ą173.9 Cr
Tata Equity Savings Regular GrowthAllocationlow to moderate Risk16.09%â‚ą157.95 Cr
TATA Nifty G-Sec Dec 2026 Index Fund Regular GrowthFixed Incomelow to moderate Risk7.75%â‚ą117.07 Cr
Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Regular GrowthEquityvery high Risk0.00%â‚ą112.04 Cr
Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund Regular GrowthEquityvery high Risk0.00%â‚ą82.58 Cr
Tata Gold ETF Fund of Fund Regular GrowthCommoditieshigh Risk0.00%â‚ą77.08 Cr
Tata Nifty Realty Index Fund Regular GrowthEquityvery high Risk0.00%â‚ą76.24 Cr
Tata Nifty Auto Index Fund Regular GrowthEquityvery high Risk0.00%â‚ą75.78 Cr
Tata Quant Fund Regular GrowthEquityvery high Risk31.57%â‚ą67.24 Cr
Tata Nifty MidSmall Healthcare Index Fund Regular GrowthEquityvery high Risk0.00%â‚ą67.01 Cr
Tata Nifty India Digital ETF Fund of Fund Regular GrowthAllocationvery high Risk45.83%â‚ą65.19 Cr
Tata Silver ETF Fund of Fund Regular GrowthCommoditiesvery high Risk0.00%â‚ą46.5 Cr
Tata Nifty Financial Services Index Fund Regular GrowthEquityvery high Risk0.00%â‚ą40.47 Cr
Tata Nifty200 Alpha 30 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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