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Tata Mutual Fund - Fund Manager

Murthy Nagarajan

Murthy Nagarajan

Qualification: M.COM,PGPMS, ICWA (Inter). Experience:Prior to joining Quantum AMC he has worked with Tata AMC, Mirae Asset Global Investment India Ltd. and Tata Asset Management Ltd.

Fund Name
Classification
Fund AUM (Cr.)
Tata Retirement Savings Fund - Conservative (G)
Solution Oriented: Retirement
174.93
Tata Retirement Savings Fund - Moderate (G)
Solution Oriented: Retirement
2183.4
Tata Short Term Bond Fund - (G)
Debt: Short Duration
2311.88
Tata Retirement Savings Fund - Progressive (G)
Solution Oriented: Retirement
2099.53
Tata Hybrid Equity Fund - Regular (G)
Hybrid: Aggressive Hybrid
4241.61
Tata Medium Term Fund-Regular (G) (SP 1)
Debt: Medium Duration
2.15
Tata Multi Asset Opportunities Fund - Reg (G)
Hybrid: Multi Asset Allocation
3187.72
Tata Equity Saving Fund - (App)
Hybrid: Equity Savings
157.95
Tata Dividend Yield Fund (G)
Equity: Dividend Yield
1037.66
Tata Housing Opportunities Fund (G)
Equity: Sectoral : Thematic
637.81
Fund Manager Overview
Top Holdings - ConsoloidatedWts(%)
HDFC Bank Ltd4.37%
Reliance Industries Ltd3.62%
CASH / NET CURRENT ASSET3.01%
ICICI Bank Ltd2.51%
State Bank of India2.22%
Fund Name1M3M6M1Y3Y5YSince Inception
Tata Retirement Savings Fund - Conservative (G)
1.83%
4.67%
8.34%
13.55%
7.14%
9.05%
9.13%
Tata Retirement Savings Fund - Moderate (G)
4.52%
10.99%
18.87%
28.6%
13.84%
17.74%
15.57%
Tata Short Term Bond Fund - (G)
0.57%
2.04%
3.69%
7.16%
5.06%
5.81%
7.04%
Tata Retirement Savings Fund - Progressive (G)
5.24%
12.17%
21.43%
34.09%
14.8%
19.23%
15.9%
Tata Hybrid Equity Fund - Regular (G)
3.21%
8.71%
12.58%
25.87%
13.46%
16.65%
15.21%
Tata Medium Term Fund-Regular (G) (SP 1)
N/A
N/A
N/A
N/A
N/A
N/A
N/A
Tata Multi Asset Opportunities Fund - Reg (G)
2.5%
5.29%
9.45%
24.6%
14.03%
N/A
19.61%
Tata Equity Saving Fund - (App)
1.2%
3.95%
6.72%
15.71%
8.75%
9.88%
7.98%
Tata Dividend Yield Fund (G)
0.52%
14.82%
16.08%
37.92%
19.07%
N/A
20.98%
Tata Housing Opportunities Fund (G)
3.39%
17.34%
19.32%
36.24%
N/A
N/A
29.06%
Fund Performance
Sector Weights

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Aum Movement
Fund Manager History