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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
10051.5
Tata Gilt Securities Fund - Regular (G)
Debt: Gilt
719.86
Tata Ultra Short Term Fund - Regular (G)
Debt: Ultra Short Duration
2531.09
Tata Gilt Retirement Plan (28-02-25) (G)
Debt: Gilt
719.86
Tata Floating Rate Fund-Regular (G)
Debt: Floater
215.33
Tata Treasury Advantage Fund (G)
Debt: Low Duration
2669.15
Tata Treasury Advantage Fund-(G) (SP 1)
Debt: Low Duration
15.12
Tata FMP - Series 61 Scheme A (91 Days)-Reg (G)
Debt: Fixed Maturity Plans
199.89
Tata FMP - Series 61 Scheme B (364 Days)-Reg (G)
Debt: Fixed Maturity Plans
Tata FMP - Series 61 Scheme B (364 Days)-Reg (IDCW)
Debt: Fixed Maturity Plans
Fund Manager Overview
Top Holdings - ConsoloidatedWts(%)
REPO4.45%
Reliance Industries Ltd2.60%
HDFC Bank Ltd2.48%
HDFC BANK2.22%
ICICI Bank Ltd1.89%
Fund Name1M3M6M1Y3Y5YSince Inception
Tata Balanced Advantage Fund (G)
1.92%
5.38%
7.46%
20.57%
11.97%
14.53%
13.35%
Tata Gilt Securities Fund - Regular (G)
0.65%
2.37%
3.85%
7.86%
5.35%
5.43%
8.3%
Tata Ultra Short Term Fund - Regular (G)
0.53%
1.68%
3.42%
6.77%
5.41%
5.03%
5.33%
Tata Gilt Retirement Plan (28-02-25) (G)
0.65%
2.37%
3.85%
7.86%
5.4%
5.5%
5.96%
Tata Floating Rate Fund-Regular (G)
0.65%
2%
3.8%
7.16%
5.82%
N/A
5.74%
Tata Treasury Advantage Fund (G)
0.56%
1.84%
3.69%
7.14%
5.65%
5.85%
7.12%
Tata Treasury Advantage Fund-(G) (SP 1)
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Tata FMP - Series 61 Scheme A (91 Days)-Reg (G)
0.63%
N/A
N/A
N/A
N/A
N/A
1.87%
Tata FMP - Series 61 Scheme B (364 Days)-Reg (G)
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Tata FMP - Series 61 Scheme B (364 Days)-Reg (IDCW)
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Fund Performance
Sector Weights

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Aum Movement
Fund Manager History