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Tata Mutual Fund - Fund Manager

Akhil Mittal

Akhil Mittal

Qualification: B.Com, MBA (Finance & Marketing) . Experience:Prior to joining Tata Mutual Fund, he was associated with Canara Robeco Asset Management Co. Ltd. as Senior Fund Manager-Fixed Income. His previous assignments include Treasury Management at Edelweiss Securities Limited and Rallis India Limited.

Fund Name
Classification
Fund AUM (Cr.)
Tata Balanced Advantage Fund (G)
Hybrid: Dynamic Asset Allocation or Balanced Advantage
8316.66
Tata Gilt Securities Fund - Regular (G)
Debt: Gilt
313.76
Tata Ultra Short Term Fund - Regular (G)
Debt: Ultra Short Duration
1829.72
Tata Gilt Retirement Plan (28-02-25) (G)
Debt: Gilt
313.76
Tata Floating Rate Fund-Regular (G)
Debt: Floater
253.47
Tata Treasury Advantage Fund (G)
Debt: Low Duration
2583.9
Tata Treasury Advantage Fund-(G) (SP 1)
Debt: Low Duration
15.12
Tata Treasury Advantage Fund-(Periodic-D) (SP 1)
Debt: Low Duration
15.12
Tata Treasury Advantage Fund (Periodic-D)
Debt: Low Duration
2583.9
Tata Floating Rate Fund-Regular (IDCW-M)
Debt: Floater
253.47
Top Holdings - ConsoloidatedWts(%)
HDFC Bank Ltd2.90%
Reliance Industries Ltd2.55%
ICICI Bank Ltd2.30%
** AXIS BANK LTD2.18%
Larsen & Toubro Ltd2.04%
Fund Name1M3M6M1Y3Y5YSince Inception
Tata Balanced Advantage Fund (G)
0.98%
6.32%
9.25%
16.93%
12.1%
N/A
12.53%
Tata Gilt Securities Fund - Regular (G)
0.64%
2.79%
2.47%
7.57%
3.81%
6.12%
8.28%
Tata Ultra Short Term Fund - Regular (G)
0.63%
1.62%
3.17%
6.57%
4.65%
N/A
5.12%
Tata Gilt Retirement Plan (28-02-25) (G)
0.64%
2.79%
2.47%
7.57%
3.91%
6.19%
5.86%
Tata Floating Rate Fund-Regular (G)
0.62%
1.63%
3.31%
7.14%
N/A
N/A
5.29%
Tata Treasury Advantage Fund (G)
0.66%
1.69%
3.24%
6.96%
4.98%
4.8%
7.11%
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-(Periodic-D) (SP 1)
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Tata Treasury Advantage Fund (Periodic-D)
0.66%
1.68%
3.24%
6.94%
4.95%
4.77%
6.93%
Tata Floating Rate Fund-Regular (IDCW-M)
0.62%
1.63%
3.31%
7.14%
N/A
N/A
5.29%
Fund Performance