Tata Mutual Fund - Fund Manager
Qualification: Chartered Accountant . Experience:From 01st March, 2025 & onwards With Tata Asset Management Private Limited as Fund Manager & Research Analyst having responsibilities for covering IT, Internet, Telecom, Media & any other sectors as may be assigned from time to time and reporting to Chief Investment Officer - Equities. From Mar, 24 to Feb, 25 With Tata Asset Management Private Limited as Research Analyst having responsibilities for IT, Internet, Telecom & Media sector coverage and reporting to Chief Investment Officer - Equities. From Feb, 19 to Mar, 24 With Star Union Dai-Ichi Life Insurance Ltd as Research Analyst having responsibilities for IT, Consumer and Building Materials sector coverage and reporting to Chief Investment Officer. From Oct, 17 to Jan, 19 With Star Union Dai-Ichi Life Insurance Ltd as Assistant Manager having responsibilities for Investment Back & Mid Office and reporting to Financial Controller.
Fund Name | Classification | Fund AUM (Cr.) |
|---|---|---|
Tata Business Cycle Fund - Direct (G) | Equity: Sectoral : Thematic | 2915.05 |
Tata Business Cycle Fund (G) | Equity: Sectoral : Thematic | 2915.05 |
Tata Digital India Fund - Direct (G) | Equity: Sectoral : Thematic | 11794.37 |
Tata Digital India Fund (G) | Equity: Sectoral : Thematic | 11794.37 |
Tata Dividend Yield Fund - Direct (G) | Equity: Dividend Yield | 1015.62 |
Tata Dividend Yield Fund (G) | Equity: Dividend Yield | 1015.62 |
Tata Focused Fund - Direct (G) | Equity: Focused | 1866.26 |
Tata Focused Fund (G) | Equity: Focused | 1866.26 |
Tata Housing Opportunities Fund - Direct (G) | Equity: Sectoral : Thematic | 539.39 |
Tata Housing Opportunities Fund (G) | Equity: Sectoral : Thematic | 539.39 |
| Top Holdings - Consoloidated | Wts(%) |
|---|---|
| Infosys Ltd | 10.26% |
| Tech Mahindra Ltd | 5.82% |
| Tata Consultancy Services Ltd | 5.67% |
| HDFC Bank Ltd | 3.28% |
| Wipro Ltd | 3.16% |
| Fund Name | 1M | 3M | 6M | 1Y | 3Y | 5Y | Since Inception |
|---|---|---|---|---|---|---|---|
| Tata Business Cycle Fund - Direct (G) | -0.8% | 0.93% | 0.54% | -2.42% | 17.72% | N/A | 17.48% |
| Tata Business Cycle Fund (G) | -0.92% | 0.57% | -0.17% | -3.79% | 15.91% | N/A | 15.61% |
| Tata Digital India Fund - Direct (G) | 4.01% | 3.82% | 0.59% | -12.48% | 16.55% | 19.76% | 19.13% |
| Tata Digital India Fund (G) | 3.9% | 3.5% | -0.04% | -13.57% | 14.99% | 18.02% | 17.26% |
| Tata Dividend Yield Fund - Direct (G) | -1.15% | 3.95% | 3.36% | 2.15% | 18.25% | N/A | 16.47% |
| Tata Dividend Yield Fund (G) | -1.29% | 3.53% | 2.52% | 0.5% | 16.23% | N/A | 14.44% |
| Tata Focused Fund - Direct (G) | 0.86% | 1.95% | 3.59% | -1.26% | 15.56% | 18.69% | 17.41% |
| Tata Focused Fund (G) | 0.74% | 1.6% | 2.86% | -2.65% | 13.86% | 16.85% | 15.48% |
| Tata Housing Opportunities Fund - Direct (G) | -2.15% | -0.45% | -2.5% | -7.24% | 15.28% | N/A | 14.95% |
| Tata Housing Opportunities Fund (G) | -2.29% | -0.86% | -3.3% | -8.76% | 13.36% | N/A | 12.99% |
