Tata Mutual Fund is managed by Tata Asset Management Ltd., part of the respected Tata Group. It is one of the oldest and most trusted AMCs in India, offering a wide range of mutual fund products across equity, debt, hybrid, index, and international categories.

Yes. Tata Mutual Fund is registered with the Securities and Exchange Board of India (SEBI) and complies with all applicable mutual fund regulations.

Tata Mutual Fund offers:

• Equity Funds

• Debt Funds

• Hybrid Funds

• Liquid & Overnight Funds

• Index Funds & ETFs

• International Funds

• ELSS (Tax-saving Funds)

• Thematic & Sectoral Funds

You can invest through:

• Tata Mutual Fund Website

• Tata Mutual Fund mobile app

• Banks and registered mutual fund distributors

• CAMS/KFinTech portals

• Direct plans via AMC for lower expense ratios

• Lump Sum: ₹5,000 (generally)

• SIP (Systematic Investment Plan): Starts at ₹500/month for most schemes

Yes. SIP is available in most schemes and is ideal for long-term wealth accumulation with regular investments.

Yes. You can redeem open-ended scheme units anytime (subject to exit load, if applicable). Proceeds are usually credited within 1–3 working days.

Yes. Returns are taxed based on fund category:

• Equity Funds:

  • STCG (<1 year): 15%

  • LTCG (> ₹1 lakh/year): 10%

• Debt Funds:

  • Taxed at the investor’s income tax slab (as per 2023 rules)

Yes. Tata India Tax Savings Fund (ELSS) qualifies for deductions under Section 80C, with a 3-year lock-in period.

Yes. You must complete KYC (Know Your Customer) verification before investing. This can be done online via e-KYC using PAN, Aadhaar, and mobile OTP.

Yes. NRIs (Non-Resident Indians) can invest, subject to FEMA and RBI regulations. Some schemes may not be available for investors based in USA and Canada.

Matrixx FinCorp is a trusted mutual fund distributor and financial advisory firm specializing in investment planning, tax-saving strategies, and portfolio management. It partners with leading AMCs like ABSLMF to offer handpicked schemes for clients.

• Mutual Fund Investments (SIP/Lump Sum)

• Tax-saving (ELSS) Planning

• Retirement Planning

• Children’s Education Funds

• Portfolio Reviews & Risk Analysis

• Customer Support & Documentation Assistance

• Expert guidance by experienced professionals

• Tailored investment suggestions

• One-stop support for KYC, SIP, withdrawals, and tracking

• No hidden charges – commission-based AMC model

You can reach us via:

• 📞 Phone: +91 9304530421

• 📧 Email: financefuture@matrixxfincorp.com

• 🌐 Website: matrixxfincorp.com

• 🏢 Office Location: Ramdas Bunglow, Road No. 03, Contrator Area, Back side of Time Out Restaurant, Bistupur, Jamshedpur, Jharkhand, Pincode – 831001 , India.

No. Matrixx FinCorp offers free advisory and support, as revenue is generated via trail commission from AMCs like ABSLMF.

Yes. From KYC to SIP auto-debit setup and fund monitoring, Matrixx FinCorp provides end-to-end investment support.