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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
8516.95
Tata Gilt Securities Fund - Regular (G)
Debt: Gilt
333.53
Tata Ultra Short Term Fund - Regular (G)
Debt: Ultra Short Duration
2377.15
Tata Gilt Retirement Plan (28-02-25) (G)
Debt: Gilt
333.53
Tata Floating Rate Fund-Regular (G)
Debt: Floater
250.14
Tata Treasury Advantage Fund (G)
Debt: Low Duration
2446.27
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
2446.27
Tata Floating Rate Fund-Regular (IDCW-M)
Debt: Floater
250.14
Fund Manager Overview
Top Holdings - ConsoloidatedWts(%)
Reliance Industries Ltd.2.73%
HDFC Bank Ltd.2.34%
State Bank of India2.25%
ICICI Bank Ltd.2.13%
Larsen & Toubro Ltd.1.93%
Fund Name1M3M6M1Y3Y5YSince Inception
Tata Balanced Advantage Fund (G)
2.95%
8.92%
11.62%
22.82%
12.61%
13.18%
12.91%
Tata Gilt Securities Fund - Regular (G)
1.26%
3.4%
3.83%
9.04%
5.14%
6.4%
8.31%
Tata Ultra Short Term Fund - Regular (G)
0.65%
1.66%
3.26%
6.72%
4.81%
5.13%
5.16%
Tata Gilt Retirement Plan (28-02-25) (G)
1.26%
3.41%
3.83%
9.04%
5.24%
6.47%
5.91%
Tata Floating Rate Fund-Regular (G)
0.7%
1.75%
3.32%
7.24%
N/A
N/A
5.37%
Tata Treasury Advantage Fund (G)
0.69%
1.78%
3.34%
7.13%
5.18%
4.81%
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)
0.68%
1.78%
3.34%
7.12%
5.16%
4.78%
6.94%
Tata Floating Rate Fund-Regular (IDCW-M)
0.7%
1.75%
3.32%
7.24%
N/A
N/A
5.37%
Fund Performance
Sector Weights

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Aum Movement
Fund Manager History