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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
167.42
Tata Retirement Savings Fund - Moderate (G)
Solution Oriented: Retirement
1904.44
Tata Short Term Bond Fund - (G)
Debt: Short Duration
2250.11
Tata Retirement Savings Fund - Progressive (G)
Solution Oriented: Retirement
1717.16
Tata Hybrid Equity Fund - Regular (G)
Hybrid: Aggressive Hybrid
3623.37
Tata Medium Term Fund-Regular (G) (SP 1)
Debt: Medium Duration
2.15
Tata Multi Asset Opportunities Fund - Reg (G)
Hybrid: Multi Asset Allocation
2380.74
Tata Equity Saving Fund - (App)
Hybrid: Equity Savings
136.12
Tata Dividend Yield Fund (G)
Equity: Dividend Yield
780.55
Tata Housing Opportunities Fund (G)
Equity: Sectoral : Thematic
525.01
Fund Manager Overview
Top Holdings - ConsoloidatedWts(%)
HDFC Bank Ltd.4.89%
Reliance Industries Ltd.3.98%
ICICI Bank Ltd.2.95%
State Bank of India2.58%
Larsen & Toubro Ltd.1.97%
Fund Name1M3M6M1Y3Y5YSince Inception
Tata Retirement Savings Fund - Conservative (G)
0.73%
3.19%
5.45%
13.62%
6.68%
8.01%
8.79%
Tata Retirement Savings Fund - Moderate (G)
1.14%
5.05%
9.75%
28.17%
13.04%
13.57%
14.55%
Tata Short Term Bond Fund - (G)
0.78%
2.01%
3.32%
7.42%
4.74%
6.22%
7.03%
Tata Retirement Savings Fund - Progressive (G)
1.18%
6.1%
12.18%
33.11%
13.98%
14.91%
14.68%
Tata Hybrid Equity Fund - Regular (G)
3.91%
10.03%
12.36%
23.7%
14.48%
14.23%
14.98%
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)
3.41%
10.16%
13.64%
25.75%
15.31%
N/A
19.21%
Tata Equity Saving Fund - (App)
1.48%
5.89%
8.4%
15.43%
8.65%
9.01%
7.8%
Tata Dividend Yield Fund (G)
2.08%
12.07%
17.95%
42.48%
N/A
N/A
17.82%
Tata Housing Opportunities Fund (G)
2.08%
7.95%
13.97%
37.56%
N/A
N/A
23.84%
Fund Performance
Sector Weights

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Aum Movement
Fund Manager History