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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
1841.66
Tata Flexi Cap Fund - Regular (G)
Equity: Flexi Cap
2660.1
Tata Flexi Cap Fund - Regular (IDCW) RI
Equity: Flexi Cap
2660.1
Tata India Consumer Fund (IDCW) RI
Equity: Sectoral : Thematic
1841.66
Tata Flexi Cap Fund - Regular (IDCW)
Equity: Flexi Cap
2660.1
Tata India Consumer Fund (IDCW)
Equity: Sectoral : Thematic
1841.66
Fund Manager Overview
Top Holdings - ConsoloidatedWts(%)
ITC Ltd.5.11%
HDFC Bank Ltd.4.05%
CASH / NET CURRENT ASSET3.51%
Reliance Industries Ltd.3.05%
Nestle India Limited2.54%
Fund Name1M3M6M1Y3Y5YSince Inception
Tata India Consumer Fund (G)
0.41%
6.09%
14.3%
38.82%
19.76%
16.73%
17.06%
Tata Flexi Cap Fund - Regular (G)
0.11%
6.74%
11.87%
32.54%
14.61%
15.33%
13.38%
Tata Flexi Cap Fund - Regular (IDCW) RI
0.11%
6.74%
11.87%
32.54%
14.61%
15.33%
13.38%
Tata India Consumer Fund (IDCW) RI
0.41%
6.09%
14.3%
38.82%
19.87%
16.79%
15.9%
Tata Flexi Cap Fund - Regular (IDCW)
0.11%
6.74%
11.87%
32.54%
14.61%
N/A
14.57%
Tata India Consumer Fund (IDCW)
0.41%
6.09%
14.3%
38.82%
19.87%
16.79%
17.09%
Fund Performance
Sector Weights

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Aum Movement
Fund Manager History