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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
168.04
Tata Retirement Savings Fund - Moderate (G)
Solution Oriented: Retirement
1916.73
Tata Short Term Bond Fund - (G)
Debt: Short Duration
2202.13
Tata Retirement Savings Fund - Progressive (G)
Solution Oriented: Retirement
1718.48
Tata Hybrid Equity Fund - Regular (G)
Hybrid: Aggressive Hybrid
3624.41
Tata Medium Term Fund-Regular (G) (SP 1)
Debt: Medium Duration
2.15
Tata Multi Asset Opportunities Fund - Reg (G)
Hybrid: Multi Asset Allocation
2262.94
Tata Equity Saving Fund - (App)
Hybrid: Equity Savings
132.99
Tata Dividend Yield Fund (G)
Equity: Dividend Yield
748.91
Tata Housing Opportunities Fund (G)
Equity: Sectoral : Thematic
520.81
Top Holdings - ConsoloidatedWts(%)
HDFC Bank Ltd5.68%
Reliance Industries Ltd3.60%
ICICI Bank Ltd2.81%
State Bank of India2.65%
CASH / NET CURRENT ASSET2.03%
Fund Name1M3M6M1Y3Y5YSince Inception
Tata Retirement Savings Fund - Conservative (G)
0.86%
4.06%
6.39%
12.41%
6.34%
7.85%
8.84%
Tata Retirement Savings Fund - Moderate (G)
0.38%
7.62%
13.38%
25.52%
12.97%
13.15%
14.72%
Tata Short Term Bond Fund - (G)
0.6%
1.94%
2.9%
6.73%
4.26%
6.15%
7.03%
Tata Retirement Savings Fund - Progressive (G)
0.75%
9.41%
16.35%
29.64%
14.04%
14.39%
14.85%
Tata Hybrid Equity Fund - Regular (G)
0.66%
6.92%
7.54%
16.16%
14.52%
12.9%
14.91%
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)
2.12%
8.68%
11.96%
20.2%
15.24%
N/A
19.1%
Tata Equity Saving Fund - (App)
1.56%
5.8%
7.77%
13.79%
8.57%
8.79%
7.8%
Tata Dividend Yield Fund (G)
0.36%
11.51%
19.15%
34.98%
N/A
N/A
17.98%
Tata Housing Opportunities Fund (G)
0.2%
9.28%
17.69%
37.96%
N/A
N/A
25.72%
Fund Performance