The document provides information about Tata Mutual Funds, including: - It is one of India's most trusted asset management companies with a track record of over 25 years in investment management. - Tata MF aims to enhance financial stability for Indian investors through consistent performance using world-class strategies and transparent risk controls across its diverse range of schemes. - Funds offered include equity, hybrid, debt, and money market options catering to different investor risk profiles and minimum investment amounts starting from Rs. 5,000 for lump sums and Rs. 150-500 for SIP.

1. TATA MUTUAL
FUNDS
Pankaj Yadav 44
Suraj Shinde 82
Shubham Mishra 22
Shubham Meshram 19
Satyaprakash Nanda 65

2. INTRODUCTION
OF AMC
• It is one of the most trusted and valued asset management
companies in India
• Tata Mutual Fund has earned the trust of millions of investors
• The AMC has delivered consistent performance using world class
investment strategies
• Tata MF aims to enhance the financial stability of every Indian
• The schemes provided by Tata MF aims for overall excellence within
the framework of transparent and rigorous risk controls

3. Established in 1994, Tata Asset Management Private Limited has a track
record of more than 25 years in investment management. Tata Asset
Management Private Limited manages investments of Tata Mutual Fund.
As a leading Indian Investment Manager, we understand that managing
wealth is as important as the creation of it.

4. Services
Best quality services
are provided for
asset management
Consistency
The funds deliver
consistent returns in the
long term
Stability
The AMC aims to deliver
stable gains under every
market conditions
Flexibility
Tata MF provides scheme
for every kind of investor
What Makes it Stand Out?

5. TATA DIGITAL INDIA FUND EQUITY FUND
Fund Performance: The Tata Digital India Fund has given 30.57% annualized returns in
the past three years and 26.29% in the last 5 years. The Tata Digital India Fund belongs
to the Equity category of Tata Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Tata Digital
India Fund via lump sum is ₹5,000 and via SIP is ₹150

6. SIP Returns

8. Growth of Fund

9. Tata Hybrid Equity Fund
Fund Performance: The Tata Hybrid Equity Fund
has given 15.32% annualized returns in the past
three years and 10.97% in the last 5
years. The Tata Hybrid Equity Fund belongs to
the Hybrid category of Tata Mutual Funds.
Minimum Investment Amount: The minimum
amount required to invest in Tata Hybrid Equity
Fund via lump sum is ₹5,000 and via SIP is ₹150.

10. SIP Returns

11. Top 5 Stocks Portfolio

12. Growth of Fund

13. Fund Performance: The Tata Money Market Fund
has given 5.2% annualized returns in the past three
years and 4.75% in the last 5 years. The Tata
Money Market Fund belongs to the Debt category
of Tata Mutual Funds.
Minimum Investment Amount: The minimum
amount required to invest in Tata Money Market
Fund via lump sum is ₹5,000 and via SIP is ₹500.
Tata Money Market Fund Direct Growth Debt Fund

14. SIP Returns

15. Portfolio

17. Growth of Fund

18. Documents Required for KYC
Is e KYC mandatory for demat account?
As per a SEBI mandate issued in 2021, you must necessarily undertake a
KYC process to open a Demat account. Therefore, it is essential to upload
the trader’s name, address, mobile number, email ID, income range, and
PAN card.

20. How to fill KYC form ?

21. Thank You