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 | 3223.96 |
Tata Digital India Fund (G) | Equity: Sectoral : Thematic | 9702.09 |
Tata Focused Equity Fund (G) | Equity: Focused | 1610.56 |
Tata Dividend Yield Fund (G) | Equity: Dividend Yield | 780.55 |
Tata Business Cycle Fund (G) | Equity: Sectoral : Thematic | 1820.45 |
Tata Housing Opportunities Fund (G) | Equity: Sectoral : Thematic | 525.01 |
Tata Multicap Fund - Regular (G) | Equity: Multi Cap | 2916.01 |
Tata Multicap Fund - Regular (IDCW) | Equity: Multi Cap | 2916.01 |
Tata Digital India Fund (IDCW) RI | Equity: Sectoral : Thematic | 9702.09 |
Tata Focused Equity Fund (IDCW) RI | Equity: Focused | 1610.56 |
| Top Holdings - Consoloidated | Wts(%) |
|---|---|
| Infosys Ltd. | 9.65% |
| Tata Consultancy Services Ltd. | 6.61% |
| Tech Mahindra Ltd | 4.77% |
| HCL Technologies Ltd. | 4.12% |
| LTIMindtree Ltd | 3.15% |
| Fund Name | 1M | 3M | 6M | 1Y | 3Y | 5Y | Since Inception |
|---|---|---|---|---|---|---|---|
| Tata Mid Cap Growth Fund - (G) | 2.46% | 10.65% | 18.07% | 49.91% | 23.64% | 22.98% | 15.63% |
| Tata Digital India Fund (G) | 4.05% | 17.04% | 26.11% | 38.38% | 22.39% | 23.97% | 19.91% |
| Tata Focused Equity Fund (G) | 2.94% | 12.79% | 19.07% | 38.67% | 18.8% | N/A | 18.56% |
| Tata Dividend Yield Fund (G) | 2.08% | 12.07% | 17.95% | 42.48% | N/A | N/A | 17.82% |
| Tata Business Cycle Fund (G) | 4.12% | 14.7% | 23.16% | 49.67% | N/A | N/A | 22.17% |
| Tata Housing Opportunities Fund (G) | 2.08% | 7.95% | 13.97% | 37.56% | N/A | N/A | 23.84% |
| Tata Multicap Fund - Regular (G) | 1.13% | 8.2% | 11.24% | 30.42% | N/A | N/A | 26.84% |
| Tata Multicap Fund - Regular (IDCW) | 1.13% | 8.2% | 11.24% | 30.42% | N/A | N/A | 26.84% |
| Tata Digital India Fund (IDCW) RI | 4.05% | 17.04% | 26.11% | 38.38% | 22.39% | 23.97% | 19.91% |
| Tata Focused Equity Fund (IDCW) RI | 2.94% | 12.79% | 19.07% | 38.67% | 18.8% | N/A | 18.56% |
