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 Mid Cap Growth Fund - (G) | Equity: Mid Cap | 4466.53 |
Tata Digital India Fund (G) | Equity: Sectoral : Thematic | 11377.32 |
Tata Focused Equity Fund (G) | Equity: Focused | 1876.86 |
Tata Dividend Yield Fund (G) | Equity: Dividend Yield | 1037.66 |
Tata Business Cycle Fund (G) | Equity: Sectoral : Thematic | 2775.86 |
Tata Housing Opportunities Fund (G) | Equity: Sectoral : Thematic | 637.81 |
Tata Multicap Fund - Regular (G) | Equity: Multi Cap | 3279 |
Tata Multicap Fund - Regular (IDCW) | Equity: Multi Cap | 3279 |
Tata Digital India Fund (IDCW) RI | Equity: Sectoral : Thematic | 11377.32 |
Tata Focused Equity Fund (IDCW) RI | Equity: Focused | 1876.86 |
| Top Holdings - Consoloidated | Wts(%) |
|---|---|
| Infosys Ltd | 10.23% |
| Tata Consultancy Services Ltd | 5.45% |
| Tech Mahindra Ltd | 5.17% |
| HCL Technologies Ltd | 3.51% |
| Zomato Ltd | 3.27% |
| Fund Name | 1M | 3M | 6M | 1Y | 3Y | 5Y | Since Inception |
|---|---|---|---|---|---|---|---|
| Tata Mid Cap Growth Fund - (G) | 4.98% | 9.96% | 24% | 43.08% | 23.13% | 28.48% | 16.23% |
| Tata Digital India Fund (G) | 8.74% | 23.14% | 19.54% | 41.41% | 12.5% | 27.3% | 20.84% |
| Tata Focused Equity Fund (G) | 6.25% | 14.14% | 16.91% | 38.73% | 17.57% | N/A | 20.69% |
| Tata Dividend Yield Fund (G) | 0.52% | 14.82% | 16.08% | 37.92% | 19.07% | N/A | 20.98% |
| Tata Business Cycle Fund (G) | 1.57% | 16.14% | 17.26% | 44.19% | 25.21% | N/A | 25.4% |
| Tata Housing Opportunities Fund (G) | 3.39% | 17.34% | 19.32% | 36.24% | N/A | N/A | 29.06% |
| Tata Multicap Fund - Regular (G) | 2.88% | 19.61% | 17.11% | 30.49% | N/A | N/A | 30.87% |
| Tata Multicap Fund - Regular (IDCW) | 2.88% | 19.61% | 17.11% | 30.49% | N/A | N/A | 30.87% |
| Tata Digital India Fund (IDCW) RI | 8.74% | 23.14% | 19.54% | 41.41% | 12.5% | 27.3% | 20.84% |
| Tata Focused Equity Fund (IDCW) RI | 6.25% | 14.14% | 16.91% | 38.73% | 17.57% | N/A | 20.69% |
