Tata Mutual Fund - Fund Manager
Qualification: MMS & CFA. Experience:Prior to joining TATA Mutual Fund she has worked with JM Financial Institutional Securities Ltd as Assistant Vice President Equity Research, CARE Ratings as Deputy Manager and HDFC Securities in Equity research.
Fund Name | Classification | Fund AUM (Cr.) |
|---|---|---|
Invesco India Aggressive Hybrid Fund - Direct (G) | Hybrid: Aggressive Hybrid | 818.23 |
Invesco India Aggressive Hybrid Fund - Regular (G) | Hybrid: Aggressive Hybrid | 818.23 |
Invesco India Balanced Advantage Fund (G) | Hybrid: Dynamic Asset Allocation or Balanced Advantage | 1090.97 |
Invesco India Balanced Advantage Fund-Direct (G) | Hybrid: Dynamic Asset Allocation or Balanced Advantage | 1090.97 |
Invesco India Equity Savings Fund - Direct (G) | Hybrid: Equity Savings | 438.49 |
Invesco India Equity Savings Fund (G) | Hybrid: Equity Savings | 438.49 |
Invesco India Multi Asset Allocation Fund-Dir (G) | Hybrid: Multi Asset Allocation | 554.16 |
Invesco India Multi Asset Allocation Fund-Reg (G) | Hybrid: Multi Asset Allocation | 554.16 |
Tata Banking & Financial Services Fund - Dir (G) | Equity: Sectoral : Thematic | 3125.23 |
Tata Banking & Financial Services Fund (G) | Equity: Sectoral : Thematic | 3125.23 |
Fund Manager Overview
| Top Holdings - Consoloidated | Wts(%) |
|---|---|
| HDFC Bank Ltd | 9.53% |
| ICICI Bank Ltd | 5.75% |
| Kotak Mahindra Bank Ltd | 5.32% |
| ITC Ltd | 3.59% |
| Bharat Petroleum Corporation Ltd | 3.17% |
| Fund Name | 1M | 3M | 6M | 1Y | 3Y | 5Y | Since Inception |
|---|---|---|---|---|---|---|---|
| Invesco India Aggressive Hybrid Fund - Direct (G) | -0.92% | -0.01% | -0.51% | -1.71% | 16.77% | 15.55% | 13.26% |
| Invesco India Aggressive Hybrid Fund - Regular (G) | -1.05% | -0.4% | -1.3% | -3.24% | 14.91% | 13.7% | 11.49% |
| Invesco India Balanced Advantage Fund (G) | -0.26% | 1.17% | 1.89% | 0.42% | 12.12% | 11.2% | 9.77% |
| Invesco India Balanced Advantage Fund-Direct (G) | -0.14% | 1.48% | 2.55% | 1.77% | 13.63% | 12.7% | 12.71% |
| Invesco India Equity Savings Fund - Direct (G) | -0.83% | -0.49% | -0.07% | 1.45% | 12.09% | 9.96% | 9.81% |
| Invesco India Equity Savings Fund (G) | -0.96% | -0.88% | -0.87% | -0.16% | 10.35% | 8.19% | 7.99% |
| Invesco India Multi Asset Allocation Fund-Dir (G) | 2.48% | 7.14% | 11.11% | N/A | N/A | N/A | 20% |
| Invesco India Multi Asset Allocation Fund-Reg (G) | 2.33% | 6.76% | 10.34% | N/A | N/A | N/A | 18.4% |
| Tata Banking & Financial Services Fund - Dir (G) | 1.01% | 6.57% | 3.78% | 12.91% | 17.42% | 17.74% | 18.11% |
| Tata Banking & Financial Services Fund (G) | 0.89% | 6.19% | 3.03% | 11.3% | 15.68% | 15.95% | 16.25% |
Fund Performance
Sector Weights
-
Aum Movement
Fund Manager History
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