Tata Mutual Fund - Fund Manager
Qualification: BBA (Banking & Insurance), PGDM- IMT Ghaziabad . Experience:From 6thSeptember 2024 onwards With Tata Asset Management Private Limited as Assistant Fund Manager & Research Analyst having responsibilities for Healthcare & Chemicals sector coverage, reporting to Chief Investment Officer - Equities. From October2022 to September 2024 With Incred Asset Management as AVP Investments having responsibilities for Automobile, Healthcare & Diversified sectors reporting to Fund Manager and CEO/CIO. From April 2022 to October 2022 With Kotak Investment Banking as Assistant Vice President-Corporate Advisory having responsibilities for Deal sourcing and reporting to Managing Director-Corporate Advisory Group. From November202 0 to April202 2 With Incred Asset Management as AVP Investments having responsibilities as Healthcare Analyst reporting to Fund Manager. From September20 19 to November 2020 With Emkay Global as Research Associate having responsibilities for coverage of healthcare sector stocks reporting to Lead Analyst. From June 2019 to September 2019 With Evalueserve (Client - Deutsche Securities) as Research Lead having responsibilities for coverage of healthcare/pharma stocks reporting to Lead Analyst. From May 2016 to June20 19 With Motilal Oswal Financial Services as Assistant manager - Research having responsibilities for coverage of healthcare/pharma stocks reporting to Lead Analyst. o
Fund Name | Classification | Fund AUM (Cr.) |
|---|---|---|
Tata India Pharma & Healthcare Fund - Direct (G) | Equity: Sectoral : Thematic | 1324.9 |
Tata India Pharma & Healthcare Fund (G) | Equity: Sectoral : Thematic | 1324.9 |
Tata India Pharma & Healthcare Fund (IDCW) | Equity: Sectoral : Thematic | 1324.9 |
Tata India Pharma & Healthcare Fund (IDCW) RI | Equity: Sectoral : Thematic | 1324.9 |
Tata India Pharma & Healthcare Fund-Direct (IDCW) | Equity: Sectoral : Thematic | 1324.9 |
Tata India Pharma & Healthcare Fund-Direct(IDCW)RI | Equity: Sectoral : Thematic | 1324.9 |
| Top Holdings - Consoloidated | Wts(%) |
|---|---|
| Sun Pharmaceutical Industries Ltd | 7.83% |
| Max Healthcare Institute Ltd | 5.71% |
| Healthcare Global Enterprises Ltd | 5.18% |
| Abbott India Ltd | 5.10% |
| Apollo Hospitals Enterprise Ltd | 4.90% |
| Fund Name | 1M | 3M | 6M | 1Y | 3Y | 5Y | Since Inception |
|---|---|---|---|---|---|---|---|
| Tata India Pharma & Healthcare Fund - Direct (G) | -0.7% | -1.49% | 2.05% | 0.49% | 23.6% | 17.68% | 13.59% |
| Tata India Pharma & Healthcare Fund (G) | -0.82% | -1.86% | 1.29% | -1.03% | 21.78% | 15.94% | 11.81% |
| Tata India Pharma & Healthcare Fund (IDCW) | -0.82% | -1.86% | 1.29% | -1.03% | 21.78% | 15.94% | 11.81% |
| Tata India Pharma & Healthcare Fund (IDCW) RI | -0.82% | -1.86% | 1.29% | -1.03% | 21.78% | 15.94% | 11.81% |
| Tata India Pharma & Healthcare Fund-Direct (IDCW) | -0.7% | -1.49% | 2.05% | 0.49% | 23.6% | 17.68% | 13.59% |
| Tata India Pharma & Healthcare Fund-Direct(IDCW)RI | -0.7% | -1.49% | 2.05% | 0.49% | 23.6% | 17.68% | 13.59% |
