Tata Mutual Fund - Fund Manager
Qualification: Chartered Financial Analyst (CFA), Chartered Accountant (ACA), B.Com . Experience:From 3rd Oct' 23 onwards With Tata Asset Management Private Limited as Assistant Fund Manager & Research Analyst, having responsibilities for Consumer sector coverage & reporting to Chief Investment Officer. From 27th Sept' 21 till 2nd Oct'23 With Tata Asset Management Private Limited as Research Analyst, having responsibilities of Consumer sector coverage & reporting to Chief Investment Officer. From 2nd Nov' 15 till 17th Sept' 21 With Axis Capital as Vice President, having responsibilities of Midcap Coverage Analyst & reporting to Head of Research. From 15th Sept' 14 till 23rd Oct' 15 With Ambit Capital as Research Associate, having responsibilities of Consumer coverage & reporting to Equity Analyst. From 4thJan' 12 till 28th Aug' 14 With Reliance Capital Asset Management as Research Associate, having responsibilities of BFSI coverage & reporting to Assistant Fund Manager.
Fund Name | Classification | Fund AUM (Cr.) |
|---|---|---|
Tata Flexi Cap Fund - Direct (G) | Equity: Flexi Cap | 3617.7 |
Tata Flexi Cap Fund - Regular (G) | Equity: Flexi Cap | 3617.7 |
Tata Housing Opportunities Fund - Direct (G) | Equity: Sectoral : Thematic | 539.39 |
Tata Housing Opportunities Fund (G) | Equity: Sectoral : Thematic | 539.39 |
Tata India Consumer Fund - Direct (G) | Equity: Sectoral : Thematic | 2660.16 |
Tata India Consumer Fund (G) | Equity: Sectoral : Thematic | 2660.16 |
Tata India Consumer Fund (IDCW) | Equity: Sectoral : Thematic | 2660.16 |
Tata India Consumer Fund (IDCW) RI | Equity: Sectoral : Thematic | 2660.16 |
Tata India Consumer Fund - Direct (IDCW) | Equity: Sectoral : Thematic | 2660.16 |
Tata India Consumer Fund - Direct (IDCW) RI | Equity: Sectoral : Thematic | 2660.16 |
| Top Holdings - Consoloidated | Wts(%) |
|---|---|
| ITC Ltd | 5.06% |
| HDFC Bank Ltd | 4.64% |
| Cash & Cash Equivalent | 3.64% |
| Eternal Ltd | 3.17% |
| REPO | 2.47% |
| Fund Name | 1M | 3M | 6M | 1Y | 3Y | 5Y | Since Inception |
|---|---|---|---|---|---|---|---|
| Tata Flexi Cap Fund - Direct (G) | 0.4% | 1.2% | 1.98% | 6.23% | 16.92% | 16.16% | 15% |
| Tata Flexi Cap Fund - Regular (G) | 0.3% | 0.88% | 1.33% | 4.89% | 15.43% | 14.63% | 13.28% |
| Tata Housing Opportunities Fund - Direct (G) | -2.15% | -0.45% | -2.5% | -7.24% | 15.28% | N/A | 14.95% |
| Tata Housing Opportunities Fund (G) | -2.29% | -0.86% | -3.3% | -8.76% | 13.36% | N/A | 12.99% |
| Tata India Consumer Fund - Direct (G) | -1.67% | -2.27% | 2.95% | -3.06% | 18.61% | 18.47% | 17.96% |
| Tata India Consumer Fund (G) | -1.78% | -2.57% | 2.3% | -4.28% | 17.12% | 16.95% | 16.25% |
| Tata India Consumer Fund (IDCW) | -1.78% | -2.57% | 2.3% | -4.28% | 17.12% | 17.01% | 16.28% |
| Tata India Consumer Fund (IDCW) RI | -1.78% | -2.57% | 2.3% | -4.28% | 17.12% | 17.01% | 15.31% |
| Tata India Consumer Fund - Direct (IDCW) | -1.67% | -2.27% | 2.95% | -3.06% | 18.61% | 18.47% | 17.96% |
| Tata India Consumer Fund - Direct (IDCW) RI | -1.67% | -2.27% | 2.95% | -3.06% | 18.61% | 18.47% | 17.96% |
