Tata Mutual Fund - Fund Manager
Qualification: MFM (Master's degree in financial management), BAF (Bachelor of Commerce-Accounting & Finance) . Experience:From 24th March, 2025 onwards With Tata Asset Management Private Limited as Dealer Investments & reporting to CIO. From November 2023 to 21st March 2025 With Share India Securities Ltd as Dealer for Institutional Dealing & reporting to Head of Equities. From October 2022 to October 2023 With Sharekhan Ltd as Dealer for Institutional Dealing & reporting to Manager. From May 2021 to September 2022 With Choice Equity Broking Pvt Ltd as Dealer for HNI Dealing & reporting to Director. From November 2019 to February 2021 With Globe Capital Market Ltd as Senior Wealth Manager for Dealing & reporting to Regional Head. From January 2016 to November 2019 With Namostute Trading Pvt Ltd (Angel Broking Ltd) as Branch Manager for Dealing & reporting to Director. From June 2014 to December 2015 With Kotak Securities (HO) as Assistant Manager for Dealing & reporting to Vice-president.
Fund Name | Classification | Fund AUM (Cr.) |
|---|---|---|
Tata BSE Quality Index Fund - Direct (G) | Other: Index | 49.32 |
Tata BSE Quality Index Fund - Regular (G) | Other: Index | 49.32 |
Tata BSE Select Business Groups Index Fund-Dir (G) | Other: Index | 219.65 |
Tata BSE Select Business Groups Index Fund-Reg (G) | Other: Index | 219.65 |
Tata BSE Sensex Index Fund - Direct | Other: Index | 414.24 |
Tata BSE Sensex Index Fund - Regular | Other: Index | 414.24 |
Tata Gold ETF | Other: ETFs | 2074.52 |
Tata Nifty 50 Exchange Traded Fund | Other: ETFs | 742.23 |
Tata Nifty 50 Index Fund - Direct | Other: Index | 1480.71 |
Tata Nifty 50 Index Fund - Regular | Other: Index | 1480.71 |
| Top Holdings - Consoloidated | Wts(%) |
|---|---|
| GOLD PHYSICAL - -PURITY 995 | 23.22% |
| SILVER PHYSICAL -PURITY 999 | 14.52% |
| HDFC Bank Ltd | 4.23% |
| Reliance Industries Ltd | 3.51% |
| ICICI Bank Ltd | 2.70% |
| Fund Name | 1M | 3M | 6M | 1Y | 3Y | 5Y | Since Inception |
|---|---|---|---|---|---|---|---|
| Tata BSE Quality Index Fund - Direct (G) | -0.23% | 0.45% | 0.08% | N/A | N/A | N/A | 12.8% |
| Tata BSE Quality Index Fund - Regular (G) | -0.29% | 0.26% | -0.3% | N/A | N/A | N/A | 12.21% |
| Tata BSE Select Business Groups Index Fund-Dir (G) | 0.58% | 5% | 4.72% | N/A | N/A | N/A | 4.16% |
| Tata BSE Select Business Groups Index Fund-Reg (G) | 0.51% | 4.79% | 4.3% | N/A | N/A | N/A | 3.34% |
| Tata BSE Sensex Index Fund - Direct | 1.16% | 4.16% | 3.35% | 4.98% | 11.87% | 13.81% | 12.72% |
| Tata BSE Sensex Index Fund - Regular | 1.13% | 4.09% | 3.21% | 4.66% | 11.53% | 13.4% | 15.14% |
| Tata Gold ETF | 4.03% | 19.02% | 33.58% | 64.4% | N/A | N/A | 44.93% |
| Tata Nifty 50 Exchange Traded Fund | 0.83% | 3.77% | 3.75% | 6.38% | 13.03% | 15.16% | 14.53% |
| Tata Nifty 50 Index Fund - Direct | 0.82% | 3.7% | 3.64% | 6.16% | 12.79% | 14.92% | 13.02% |
| Tata Nifty 50 Index Fund - Regular | 0.79% | 3.62% | 3.48% | 5.82% | 12.43% | 14.52% | 15.39% |
