Tata Mutual Fund - Fund Manager
Qualification: B.Com . Experience:From June, 2023 onwards With Tata Asset Management Private Limited for dealing function as a Senior Manager Investment, Reports to Chief Investment Officer - Equities From Aug 2021 till May 2023 With ICICI Securities Ltd for derivative dealing function including trade execution & sending confirmation to clients, as a Senior Associate, From Apr 2021 till Aug 2021 With JM Financial for derivative dealing function including trade execution & sending confirmation to clients, as a Senior Manager, From March 2020 till Apr 2021 With Edelweiss Securities Ltd for derivative dealing function including trade execution & sending confirmation to clients, as an Associate Sales Trader, From May 2006 till March 2020 With IDFC Securities Ltd for derivative dealing function including trade execution & sending confirmation to clients, as a Senior Manager. o
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 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 |
Tata Nifty Auto Index Fund - Direct (G) | Other: Index | 98.07 |
| Top Holdings - Consoloidated | Wts(%) |
|---|---|
| HDFC Bank Ltd | 6.52% |
| Reliance Industries Ltd | 5.40% |
| ICICI Bank Ltd | 4.16% |
| BSE Ltd | 3.10% |
| Bharti Airtel Ltd | 2.67% |
| 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 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% |
| Tata Nifty Auto Index Fund - Direct (G) | 1.75% | 3.24% | 16.6% | 16.22% | N/A | N/A | 14.96% |
