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Tata Mutual Fund - Fund Manager

Aditya Bagul

Aditya Bagul

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 India Consumer Fund (G)
Equity: Sectoral : Thematic
1861.03
Tata Flexi Cap Fund - Regular (G)
Equity: Flexi Cap
2648.32
Tata Flexi Cap Fund - Regular (IDCW) RI
Equity: Flexi Cap
2648.32
Tata India Consumer Fund (IDCW) RI
Equity: Sectoral : Thematic
1861.03
Tata Flexi Cap Fund - Regular (IDCW)
Equity: Flexi Cap
2648.32
Tata India Consumer Fund (IDCW)
Equity: Sectoral : Thematic
1861.03
Top Holdings - ConsoloidatedWts(%)
ITC Ltd5.24%
HDFC Bank Ltd4.73%
A) REPO2.95%
Reliance Industries Ltd2.76%
Nestle India Limited2.69%
Fund Name1M3M6M1Y3Y5YSince Inception
Tata India Consumer Fund (G)
2.49%
10.65%
17.74%
38.31%
19.67%
16.25%
17.47%
Tata Flexi Cap Fund - Regular (G)
-0.58%
8.3%
15.09%
28.56%
14.72%
14.62%
13.76%
Tata Flexi Cap Fund - Regular (IDCW) RI
-0.58%
8.3%
15.09%
28.56%
14.72%
14.62%
13.76%
Tata India Consumer Fund (IDCW) RI
2.49%
10.65%
17.74%
38.3%
19.78%
16.31%
16.29%
Tata Flexi Cap Fund - Regular (IDCW)
-0.58%
8.3%
15.09%
28.56%
14.72%
N/A
15.05%
Tata India Consumer Fund (IDCW)
2.49%
10.65%
17.74%
38.3%
19.78%
16.31%
17.5%
Fund Performance