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the funds that will put your plans into action.
Investor Spotlight
More on Mutual fund from our Knowledge Center
Market ki Gossip Complicated Hai but Index Funds Simple Hai
Asset Allocation by Goal: Why Age Alone May Not Be Enough
Goal-based asset allocation refers to reviewing investments separately for each financial goal. The focus may not be only on the investor’s age, but also on when the money may be needed, how flexible the goal is, how much risk can be absorbed and how easily the money may need to be accessed.
Using the same asset allocation for both goals may overlook an important question: when might the money be needed?
Age may be one input in asset allocation, but it may not provide a complete picture. Each goal may have a different time horizon, liquidity requirement and ability to absorb market fluctuations. The same investor may therefore have different allocations for different goals.
Episode 5 | Index Funds Simple Hai, but How? | Tata Mutual Fund
Index Funds Simple Hain but don’t know which one to get started with? This podcast is for you.
Tune in as our Chief Business Officer, Mr. Anand Vardarajan gives a different perspective on investing to our novice Kruti who is confused about where to begin when it comes to investing in Index Funds.
So just attend this crash course on Index Funds and learn about all the types through one consistent example.
The power of compounding
You have a plan for your money, and we've got the funds
that will put your plan into action.
You have a plan for your money, and we've got the funds that will
put your plan into action.
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90 Lac +
Investors as on 30-Jun-26
3.5 Lac +
SIPs registered in Q1 FY 2026–27
12.8 %
Rise in Equity & Balanced Funds AUM from Mar-26 to Jun-26
47.7 %
Share of Equity & Balanced Funds in total AUM as of 30 June 2026
90 Lac +
Investors as on 30-Jun-26
3.5 Lac +
SIPs registered in Q1 FY 2026–27
12.8 %
Rise in Equity & Balanced Funds AUM from Mar-26 to Jun-26
47.7 %
Share of Equity & Balanced Funds in total AUM as of 30 June 2026











