Tata Mutual Fund - Fund Manager
Qualification: CFA Charter holder, management programme from NITIE (Mumbai), Bachelor in Commerce. Experience:Overall 11 years of experience in the field of macro-economics and credit research and analysis. From Dec 2013 till date with Tata Asset Management Ltd as Credit Analyst/AVP Credit tracking all leading sectors and macro-economics research. Reporting to the Head Fixed Income/Chief Investment Officer.From June 2011 to Nov 2013 with CRISIL Ltd, tracking financial sector and carrying out credit rating analysis for companies in the financial sector. Reporting to the Associate Director.From July 2009 to May 2011 with CRISIL Ltd, in the credit ratings business as an intern/trainee.From September 2007 to July 2008 with TCS as Associate, working on a consulting project for a UK based Chartered Accountancy firm.
Fund Name | Classification | Fund AUM (Cr.) |
|---|---|---|
Tata Medium Term Fund-Direct (G) (SP 1) | Debt: Medium Duration | 2.15 |
Tata Medium Term Fund-Regular (G) (SP 1) | Debt: Medium Duration | 2.15 |
Tata Treasury Advantage Fund-(G) (SP 1) | Debt: Low Duration | 15.12 |
Tata Treasury Advantage Fund-Dir (G) (SP 1) | Debt: Low Duration | 15.12 |
UTI-Credit Risk Fund - Direct (G) | Debt: Credit Risk | 257.92 |
UTI-Credit Risk Fund (G) | Debt: Credit Risk | 257.92 |
UTI-Medium Duration Fund - Direct (G) | Debt: Medium Duration | 40.68 |
UTI-Medium Duration Fund (G) | Debt: Medium Duration | 40.68 |
UTI-Short Duration Fund - Direct (G) | Debt: Short Duration | 3381.01 |
UTI-Ultra Short Duration Fund - Direct (G) | Debt: Ultra Short Duration | 4096.81 |
| Top Holdings - Consoloidated | Wts(%) |
|---|---|
| Cash & Cash Equivalent | 6.56% |
| LIC HOUSING FINANCE LTD. | 5.22% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT | 4.21% |
| CANARA BANK | 4.09% |
| Gov of India (07/10/2034) | 3.97% |
| Fund Name | 1M | 3M | 6M | 1Y | 3Y | 5Y | Since Inception |
|---|---|---|---|---|---|---|---|
| Tata Medium Term Fund-Direct (G) (SP 1) | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Tata Medium Term Fund-Regular (G) (SP 1) | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Tata Treasury Advantage Fund-(G) (SP 1) | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Tata Treasury Advantage Fund-Dir (G) (SP 1) | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| UTI-Credit Risk Fund - Direct (G) | 0.27% | 1.72% | 3.23% | 7.99% | 8.04% | 10.06% | 5.35% |
| UTI-Credit Risk Fund (G) | 0.21% | 1.52% | 2.85% | 7.31% | 7.27% | 9.27% | 4.4% |
| UTI-Medium Duration Fund - Direct (G) | 0.1% | 1.41% | 2.19% | 7.16% | 7.5% | 6.52% | 6.7% |
| UTI-Medium Duration Fund (G) | 0.05% | 1.24% | 1.85% | 6.44% | 6.8% | 5.83% | 5.98% |
| UTI-Short Duration Fund - Direct (G) | 0.17% | 1.43% | 2.56% | 7.76% | 7.96% | 7.45% | 7.45% |
| UTI-Ultra Short Duration Fund - Direct (G) | 0.46% | 1.56% | 3.14% | 7.32% | 7.48% | 6.75% | 7.44% |
