Tata Mutual Fund - Fund Manager
Qualification: MBA (PGPEM) from Indian Institute of Management, Bangalore, B.Sc (Hons) in Business and Administration, Brunel University, London, U.K . Experience:Tata Asset Management Private Limited From 19-Dec-2023 onwards Fund Manager for Overseas Investments, reporting to CIO - Equities From 04-Jan-2023 till 18-Dec-2023 Research Analyst, reporting to CIO - Equities Trust Financial Consultancy Services Pvt. Ltd. From 07-Dec-2020 till 03-Jan-2023 Associate Vice President, Equity Advisory, reporting to Chief Executive Officer Avvanti Advisors Pvt. Ltd. From 20-Jul-2020 till 30-Nov-2020 Senior Equity Research Analyst, Investments- Equity, reporting to Partner SHK India Private Limited From 01-Apr-2009 till 31-Mar-2018 Business Head, Reporting to Managing Director
Fund Name | Classification | Fund AUM (Cr.) |
|---|---|---|
Tata Housing Opportunities Fund - Direct (G) | Equity: Sectoral : Thematic | 539.39 |
Tata Housing Opportunities Fund (G) | Equity: Sectoral : Thematic | 539.39 |
Tata Large & Mid Cap Fund - Direct (G) | Equity: Large & Mid Cap | 8828.82 |
Tata Large & Mid Cap Fund - Regular (G) | Equity: Large & Mid Cap | 8828.82 |
Tata Large & Mid Cap Fund - Regular (IDCW) | Equity: Large & Mid Cap | 8828.82 |
Tata Large & Mid Cap Fund - Direct (IDCW) | Equity: Large & Mid Cap | 8828.82 |
Tata Housing Opportunities Fund (IDCW) | Equity: Sectoral : Thematic | 539.39 |
Tata Housing Opportunities Fund (IDCW) RI | Equity: Sectoral : Thematic | 539.39 |
Tata Housing Opportunities Fund - Direct (IDCW) | Equity: Sectoral : Thematic | 539.39 |
Tata Housing Opportunities Fund - Direct (IDCW) RI | Equity: Sectoral : Thematic | 539.39 |
| Top Holdings - Consoloidated | Wts(%) |
|---|---|
| HDFC Bank Ltd | 9.83% |
| State Bank of India | 4.74% |
| Reliance Industries Ltd | 4.68% |
| IDFC First Bank Ltd | 4.21% |
| Godrej Properties Ltd | 3.93% |
| Fund Name | 1M | 3M | 6M | 1Y | 3Y | 5Y | Since Inception |
|---|---|---|---|---|---|---|---|
| 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% |
| Tata Large & Mid Cap Fund - Direct (G) | -1.29% | 0.3% | -1.97% | -2.02% | 12.97% | 17% | 15.79% |
| Tata Large & Mid Cap Fund - Regular (G) | -1.38% | 0.02% | -2.52% | -3.13% | 11.73% | 15.72% | 14.31% |
| Tata Large & Mid Cap Fund - Regular (IDCW) | -1.38% | 0.02% | -2.52% | -3.13% | 11.73% | 15.69% | 14.96% |
| Tata Large & Mid Cap Fund - Direct (IDCW) | -1.29% | 0.3% | -1.97% | -2.03% | 12.97% | 17.01% | 15.8% |
| Tata Housing Opportunities Fund (IDCW) | -2.29% | -0.86% | -3.3% | -8.76% | 13.36% | N/A | 12.99% |
| Tata Housing Opportunities Fund (IDCW) RI | -2.29% | -0.86% | -3.3% | -8.76% | 13.36% | N/A | 12.99% |
| Tata Housing Opportunities Fund - Direct (IDCW) | -2.15% | -0.45% | -2.5% | -7.24% | 15.28% | N/A | 14.95% |
| Tata Housing Opportunities Fund - Direct (IDCW) RI | -2.15% | -0.45% | -2.5% | -7.24% | 15.28% | N/A | 14.95% |
