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 - Conservative (G) | Solution Oriented: Retirement | 167.42 |
Tata Retirement Savings Fund - Moderate (G) | Solution Oriented: Retirement | 1904.44 |
Tata Nifty 50 Index Fund - Regular | Other: Index | 605.56 |
Tata Retirement Savings Fund - Progressive (G) | Solution Oriented: Retirement | 1717.16 |
Tata S&P BSE Sensex Index Fund - Regular | Other: Index | 305.36 |
Tata Equity P/E Fund - (G) | Equity: Value | 7169.01 |
Tata India Consumer Fund (G) | Equity: Sectoral : Thematic | 1841.66 |
Tata India Consumer Fund (IDCW) | Equity: Sectoral : Thematic | 1841.66 |
Tata India Consumer Fund (IDCW) RI | Equity: Sectoral : Thematic | 1841.66 |
Tata Equity P/E Fund - (IDCW-Trigger - Opt A - 5%) | Equity: Value | 7169.01 |
Fund Manager Overview
| Top Holdings - Consoloidated | Wts(%) |
|---|---|
| HDFC Bank Ltd. | 6.04% |
| ITC Ltd. | 4.95% |
| ICICI Bank Ltd. | 3.55% |
| Hero MotoCorp Ltd | 3.03% |
| CASH / NET CURRENT ASSET | 3.01% |
| Fund Name | 1M | 3M | 6M | 1Y | 3Y | 5Y | Since 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 Nifty 50 Index Fund - Regular | 2.87% | 10.38% | 13.7% | 27.44% | 15.37% | 15.75% | 15.82% |
| Tata Retirement Savings Fund - Progressive (G) | 1.18% | 6.1% | 12.18% | 33.11% | 13.98% | 14.91% | 14.68% |
| Tata S&P BSE Sensex Index Fund - Regular | 2.33% | 9.24% | 11.29% | 23.39% | 14.17% | 15.34% | 15.59% |
| Tata Equity P/E Fund - (G) | 3.6% | 14.12% | 23.63% | 46.73% | 22.35% | 18.74% | 18.84% |
| Tata India Consumer Fund (G) | 0.41% | 6.09% | 14.3% | 38.82% | 19.76% | 16.73% | 17.06% |
| Tata India Consumer Fund (IDCW) | 0.41% | 6.09% | 14.3% | 38.82% | 19.87% | 16.79% | 17.09% |
| Tata India Consumer Fund (IDCW) RI | 0.41% | 6.09% | 14.3% | 38.82% | 19.87% | 16.79% | 15.9% |
| Tata Equity P/E Fund - (IDCW-Trigger - Opt A - 5%) | 3.6% | 14.12% | 23.64% | 46.73% | 21.3% | 18.12% | 15.17% |
Fund Performance
Sector Weights
Aum Movement
Fund Manager History
