# Tata Mutual Fund - SIP & Track — Plan, Invest & Track Portfolio

> Mutual fund investment, tracking, and financial planning platform. (iPhone/iPad app by Tata Asset Management Limited..)

- Source: https://appshunter.io/ios/app/tata-mutual-fund-sip-and-track/id6744349856 (this page in markdown: same URL + `.md`)
- Developer: [Tata Asset Management Limited.](https://appshunter.io/developer/1229085072)
- Category: Finance
- Price: Free
- Rating: 4.63/5 from 16 App Store ratings · 31 written reviews indexed
- Age rating: 4+
- Requires: iOS 13.0 · 148 MB
- Languages: English
- Released: 2025-05-20
- Data updated: 2026-08-02
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/tata-mutual-fund-sip-and-track/id6744349856/reviews.md

## What is Tata Mutual Fund?

The Tata Mutual Fund App aims to make your mutual fund investing experience seamless and smarter. With over 30 years of expertise in managing money and serving over 59 lakh investors and 71+ lakh folios, the app brings tracking your investments, learning, and investing in one easy-to-use platform.

Key Features
• Financial Roadmap – Set and track your financial goals with a personalised planning tool, supporting goal-based investing and financial planning.
• Portfolio 360° (Industry-first) – Get a comprehensive view of your mutual funds, stocks, and linked bank accounts in a single mutual fund dashboard.
• Intelligent Learning – Access curated mutual fund insights, market updates, and learning resources to enhance your investment awareness.
• Smart Cart: Invest seamlessly in multiple Tata mutual fund schemes, whether through SIPs or lumpsum investments, efficiently and effortlessly.
• FIRE Calculator: Calculate and curate an efficient retirement planning journey tailored to your needs.
• Direct NFO Access: Participate directly in New Fund Offers through the app, expanding your investment opportunities.
• Seamless Onboarding: Enjoy a hassle-free start with easy consent management to link and aggregate your financial data securely and quickly.
• Our Mutual Fund App is designed to help you invest smarter while monitoring and tracking your portfolio in real time.
• Start investing in SIPs or lumpsum amounts based on your financial goals.
• Gain insights from data-backed updates and plan your investments using the built-in FIRE calculator or SIP calculator.
• Explore ELSS funds, index funds, and other mutual fund schemes with the aim of optimizing tax savings and fostering potential wealth growth.
• Utilize the app as a comprehensive mutual fund portfolio tracker.
• Track mutual fund performance regularly to stay aligned with your financial goals.

Why Choose the Tata Mutual Fund App?
• Over 30 years of experience in managing money.
• Trusted by over 59 lakh investors and managing 71+ lakh folios. 
• A user-friendly interface designed for everyone – from first-time investors to existing customers looking to invest in mutual funds

 Easy Steps to Get Started
1. Download the Tata Mutual Fund App.
2. Enter your PAN card details to begin.
3. Start your journey to financial freedom – invest, track, and aim to achieve your goals!

Mutual fund investments are subject to market risks. Read all scheme-related documents carefully.

## Key features

- Financial goal setting and tracking
- Unified portfolio view (mutual funds, stocks, bank accounts)
- Mutual fund insights and learning resources
- Seamless SIP and lumpsum investments
- Retirement and FIRE planning calculator
- Direct access to New Fund Offers (NFOs)
- Hassle-free onboarding and consent management

## Recent user reviews (10 of 31)

All indexed reviews: https://appshunter.io/ios/app/tata-mutual-fund-sip-and-track/id6744349856/reviews.md

### 1/5 — Frustrating experience

*2026-01-02, version 1.6.1*

Frustrating experience. The app forces an update every time I open it, but after updating, it gets stuck on the permission selection screen. The interface becomes completely unresponsive to touch. Please fix this bug immediately. Additionally, unless there are critical security patches, please limit updates to once a quarter to maintain a better user experience. I m using IPhone

### 1/5 — Rubbish

*2025-12-31, version 1.6.0*

Absolutely rubbish company whose major propaganda is “trust”. It’s a company with no shame and no values.

### 1/5 — Not allowing to register

*2025-12-31, version 1.6.0*

App is not working. Does not allow to reguster. Stuck on OTP page at step 2. Even after entering OTP, it does not let me move ahead with registration completion.

### 1/5 — Bogus App

*2025-10-28, version 1.4.8*

Worst app don’t use it giving false information

### 2/5 — App not working properly

*2025-10-21, version 1.4.7*

Example: I tried pause SIP for 3 months, after entering the otp the submit button was a dummy 

What kind of testing are you guys doing?

Although i was able to do it via website

### 3/5 — Can’t add documents

*2025-10-07, version 1.4.3*

Hellow guys all good I tried to add the documents several times not showing can u assist me

### 1/5 — Endless Loop

*2025-10-06, version 1.4.3*

2nd investment causing the app to go into endless loop and i have to force close and restart from the beginning.

### 5/5 — Review

*2025-08-19, version 1.3.3*

Highly recommend NextGen MF Investor to anyone who wants a thoughtful intuitive and efficient app to manage mutual funds

### 1/5 — Profile 360 doesn’t work

*2025-08-06, version 1.3.1*

Profile 360 doesn’t show other mutual funds details as claimed. Have followed and linked all mutual funds but still it is not visible. OS is iOS on iPhone 14 Pro Max. Hope it will be rectified soon.

### 4/5 — Needs to fix

*2025-08-05, version 1.3.0*

It shows an unexpected error when go back to the primary investor after being visited the family members page.Needs to fix this bug.

## Frequently asked questions about Tata Mutual Fund

### What does the Tata Mutual Fund app do?

The app allows users to invest in mutual funds, track their investment portfolio in real-time, and plan their financial goals. It offers features like a financial roadmap, a unified portfolio dashboard, and educational resources to enhance investment awareness.

### What are the key features of the app?

Key features include setting and tracking financial goals with a personalized roadmap, a comprehensive 'Portfolio 360°' view of all investments, access to curated mutual fund insights, seamless investment in multiple schemes via SIP or lumpsum, a FIRE calculator for retirement planning, and direct access to New Fund Offers.

### Is the app free to use?

Yes, the app is free to download and use. It does not have in-app purchases or advertisements, focusing on providing a seamless investment and tracking experience.

### Who is the target audience for this app?

The app is designed for a broad audience, including first-time investors and existing customers who want to invest in mutual funds. It caters to anyone looking to manage their investments, track their portfolio, and plan for their financial future.

### How do I get started with the app?

Getting started is easy. First, download the Tata Mutual Fund app. Then, enter your PAN card details to begin. After this, you can start investing, tracking your portfolio, and working towards achieving your financial goals.

## Version history (last 5 releases)

### 1.8.1 — 2026-07-30

Feature enhancements and bug fixes

### 1.8.0 — 2026-07-27

Bug fixes

### 1.7.9 — 2026-07-14

Bug fixes

### 1.7.8 — 2026-07-01

Feature enhancements and bug fixes

### 1.7.7 — 2026-06-17

Feature enhancements and bug fixes

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## More apps by Tata Asset Management Limited.

- [TATA Savings+](https://appshunter.io/ios/app/tata-savings-plus/id1229085073)
- [TATA MF Pragati](https://appshunter.io/ios/app/tata-mf-pragati/id1463770957)
- [Pragati: By Tata Mutual Fund](https://appshunter.io/ios/app/pragati-by-tata-mutual-fund/id6753208999)

All apps by Tata Asset Management Limited.: https://appshunter.io/developer/1229085072

## Related topics

[mutual funds sip calculator](https://appshunter.io/ios/topics/mutual-funds-sip-calculator) · [fund management](https://appshunter.io/ios/topics/fund-management)

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-02.*