Tata Mutual Fund - Fund Manager
Qualification: B.Com, PGDM-Finance. Experience:Prior to joining Tata AMC he was associated with ASK Raymond James (Jun 2005-Jan 2006) as Lead Analyst (Reporting to Head Research), JM Financial AMC (Feb 2006-June 2007) as Senior Analyst (Reporting to CIO), Prime Securities (Aug 2007-Oct 2008) as Head Research (Reporting to President), BRICS Securities (Nov 2008-Apr 2010) as Consumer Vertical (Reporting to Head Equities) and IDBI Capital Market Services Ltd (Jun 2010-March 2014) as Head Research (Reporting to Executive VP).
Fund Name | Classification | Fund AUM (Cr.) |
|---|---|---|
Tata Retirement Savings Fund - Conservat-Dir (G) | Solution Oriented: Retirement | 175.29 |
Tata Retirement Savings Fund - Conservative (G) | Solution Oriented: Retirement | 175.29 |
Tata Retirement Savings Fund - Moderate (G) | Solution Oriented: Retirement | 2180.05 |
Tata Retirement Savings Fund - Moderate-Dir (G) | Solution Oriented: Retirement | 2180.05 |
Tata Retirement Savings Fund - Progressiv-Dir (G) | Solution Oriented: Retirement | 2117.15 |
Tata Retirement Savings Fund - Progressive (G) | Solution Oriented: Retirement | 2117.15 |
Tata Value Fund - (G) | Equity: Value | 8881.65 |
Tata India Consumer Fund - Direct (G) | Equity: Sectoral : Thematic | 2660.16 |
Tata India Consumer Fund (G) | Equity: Sectoral : Thematic | 2660.16 |
Tata Value Fund - Direct (G) | Equity: Value | 8881.65 |
Fund Manager Overview
| Top Holdings - Consoloidated | Wts(%) |
|---|---|
| HDFC Bank Ltd | 5.89% |
| ITC Ltd | 5.60% |
| Radico Khaitan Ltd | 4.06% |
| Cash & Cash Equivalent | 3.96% |
| Eternal Ltd | 3.69% |
| Fund Name | 1M | 3M | 6M | 1Y | 3Y | 5Y | Since Inception |
|---|---|---|---|---|---|---|---|
| Tata Retirement Savings Fund - Conservat-Dir (G) | -0.11% | 0.82% | 0.84% | 3.22% | 9.34% | 7.95% | 9.81% |
| Tata Retirement Savings Fund - Conservative (G) | -0.21% | 0.52% | 0.25% | 2% | 8.06% | 6.68% | 8.55% |
| Tata Retirement Savings Fund - Moderate (G) | -0.66% | 0.05% | -1.68% | -2.42% | 13.72% | 12.67% | 14.1% |
| Tata Retirement Savings Fund - Moderate-Dir (G) | -0.55% | 0.4% | -0.99% | -1.04% | 15.33% | 14.29% | 15.36% |
| Tata Retirement Savings Fund - Progressiv-Dir (G) | -0.54% | 0.04% | -2.42% | -3.81% | 16.18% | 15.03% | 15.48% |
| Tata Retirement Savings Fund - Progressive (G) | -0.66% | -0.33% | -3.13% | -5.21% | 14.49% | 13.31% | 14.16% |
| Tata Value Fund - (G) | -0.61% | 3.58% | 1.51% | -2.44% | 18.49% | 18.7% | 18.12% |
| Tata India Consumer Fund - Direct (G) | -1.67% | -2.27% | 2.95% | -3.06% | 18.61% | 18.47% | 17.96% |
| Tata India Consumer Fund (G) | -1.78% | -2.57% | 2.3% | -4.28% | 17.12% | 16.95% | 16.25% |
| Tata Value Fund - Direct (G) | -0.53% | 3.83% | 2.01% | -1.48% | 19.66% | 19.91% | 17.33% |
Fund Performance
No Data
Sector Weights
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Aum Movement
Fund Manager History
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