Tata Mutual Fund - Fund Manager
Qualification: Bachelor in Economics and CFA Charterholder. Experience:From Mar 2017 till date with Tata Asset Management Pvt Ltd reporting to Chief Investment Officer - Equities. Earlier she was Research Analyst, tracking Pharma, Technology and Telecom sector. Reporting to the Chief Investment Officer - Equities. From Dec 2014 to Feb 2017 with Kotak Securities, tracking Pharma sector. Reporting to the Head of Research. From Jun 2013 to Nov 2014 with HDFC Securities, as Research Analyst, tracking Pharma sector. Reporting to Head of Research. From Sep 2011 to Jun 2013 with AMSEC (Asian Market Securities) as Research Analyst, tracking Pharma sector. Reporting to Head of Research. From May 2010 to Sep 2011 with Dalal & Broacha Stock Broking as Research Analyst, tracking Pharma sector. Reporting to Head of Research.
Fund Name | Classification | Fund AUM (Cr.) |
|---|---|---|
Tata Focused Equity Fund (G) | Equity: Focused | 1610.56 |
Tata Nifty India Digital Exchange Traded Fund | Other: ETFs | 67.56 |
Tata Nifty India Digital ETF Fund of Fund (G) | Other: FoFs Domestic | 47.53 |
Tata Large & Mid Cap Fund - Regular (G) | Equity: Large & Mid Cap | 6430.72 |
Tata India Pharma & Healthcare Fund (G) | Equity: Sectoral : Thematic | 842.81 |
Tata Digital India Fund (G) | Equity: Sectoral : Thematic | 9702.09 |
Tata Focused Equity Fund (IDCW) | Equity: Focused | 1610.56 |
Tata Large & Mid Cap Fund - Regular (IDCW) | Equity: Large & Mid Cap | 6430.72 |
Tata Digital India Fund (IDCW) | Equity: Sectoral : Thematic | 9702.09 |
Tata India Pharma & Healthcare Fund (IDCW) | Equity: Sectoral : Thematic | 842.81 |
| Top Holdings - Consoloidated | Wts(%) |
|---|---|
| Infosys Ltd. | 10.18% |
| Tata Consultancy Services Ltd. | 7.18% |
| Tech Mahindra Ltd | 5.26% |
| HCL Technologies Ltd. | 4.23% |
| LTIMindtree Ltd | 3.46% |
| Fund Name | 1M | 3M | 6M | 1Y | 3Y | 5Y | Since Inception |
|---|---|---|---|---|---|---|---|
| Tata Focused Equity Fund (G) | 2.94% | 12.79% | 19.07% | 38.67% | 18.8% | N/A | 18.56% |
| Tata Nifty India Digital Exchange Traded Fund | 2.9% | 15.24% | 25.8% | 49.69% | N/A | N/A | 12.05% |
| Tata Nifty India Digital ETF Fund of Fund (G) | 2.58% | 14.56% | 25.34% | 45.47% | N/A | N/A | 12.54% |
| Tata Large & Mid Cap Fund - Regular (G) | 3.75% | 10.97% | 13.49% | 32.65% | 18.21% | 19.6% | 14.78% |
| Tata India Pharma & Healthcare Fund (G) | 6.74% | 17.65% | 25.6% | 60.35% | 20.55% | 23.95% | 11.93% |
| Tata Digital India Fund (G) | 4.05% | 17.04% | 26.11% | 38.38% | 22.39% | 23.97% | 19.91% |
| Tata Focused Equity Fund (IDCW) | 2.94% | 12.79% | 19.07% | 38.67% | 18.8% | N/A | 18.56% |
| Tata Large & Mid Cap Fund - Regular (IDCW) | 3.75% | 10.97% | 13.49% | 32.64% | 18.16% | 19.69% | 15.47% |
| Tata Digital India Fund (IDCW) | 4.05% | 17.04% | 26.11% | 38.38% | 22.39% | 23.97% | 19.91% |
| Tata India Pharma & Healthcare Fund (IDCW) | 6.74% | 17.65% | 25.6% | 60.35% | 20.55% | 23.95% | 11.93% |
