Tata Mutual Fund - Fund Manager
Qualification: CFA, MFA from ICFAI. BBA from Gujarat University . Experience:From 11 August 2023 onwards till date with Tata Asset Management Pvt. Ltd. as Fund Manager reporting to Chief Investment Officer. From 27 September 2022 till 10 August 2023 with Tata Asset Management Pvt. Ltd. Reporting to Head - Commodities Strategy, Research. From 02 May 2018 to 23 September 2022 with HDFC Securities Limited as Senior Manager - Research, Reporting to Deputy Head of Research. From 16 January 2017 to 27 April 2018 with LKP Securities Ltd as Associate Vice President - Research, Reporting to CEO. From 29 August 2013 to 13 January 2017 with Kotak Commodity Services Pvt. Ltd. as Manager (Analyst) - Research, Reporting to Head of Research. From 01 January 2008 to 20 August 2013 with Edelweiss Comtrade Ltd, as Associate - Research, Reporting to Head of Research.
Fund Name | Classification | Fund AUM (Cr.) |
|---|---|---|
Tata Multi Asset Opportunities Fund - Reg (G) | Hybrid: Multi Asset Allocation | 3187.72 |
Tata Equity Saving Fund - (App) | Hybrid: Equity Savings | 157.95 |
Tata Gold ETF | Other: ETFs | 161.61 |
Tata Silver ETF | Other: ETFs | 85.89 |
Tata Gold ETF Fund of Fund - Regular (G) | Other: FoFs Domestic | 77.08 |
Tata Silver ETF Fund of Fund - Regular (G) | Other: FoFs Domestic | 46.5 |
Tata Silver ETF Fund of Fund - Regular (IDCW) | Other: FoFs Domestic | 46.5 |
Tata Silver ETF Fund of Fund - Regular (IDCW) RI | Other: FoFs Domestic | 46.5 |
Tata Gold ETF Fund of Fund - Regular (IDCW) | Other: FoFs Domestic | 77.08 |
Tata Gold ETF Fund of Fund - Regular (IDCW) RI | Other: FoFs Domestic | 77.08 |
| Top Holdings - Consoloidated | Wts(%) |
|---|---|
| REPO | 9.76% |
| GOLD (1 KG-1000 GMS) COMMODITY^ | 8.15% |
| GOLD PHYSICAL - -PURITY 995 | 4.20% |
| HDFC Bank Ltd | 4.17% |
| SILVER (30 KG) COMMODITY | 3.60% |
| Fund Name | 1M | 3M | 6M | 1Y | 3Y | 5Y | Since Inception |
|---|---|---|---|---|---|---|---|
| Tata Multi Asset Opportunities Fund - Reg (G) | 2.5% | 5.29% | 9.45% | 24.6% | 14.03% | N/A | 19.61% |
| Tata Equity Saving Fund - (App) | 1.2% | 3.95% | 6.72% | 15.71% | 8.75% | 9.88% | 7.98% |
| Tata Gold ETF | 1.25% | -1.09% | 11.77% | N/A | N/A | N/A | 13.66% |
| Tata Silver ETF | -2.73% | -9.2% | 13.03% | N/A | N/A | N/A | 12.95% |
| Tata Gold ETF Fund of Fund - Regular (G) | 0.77% | -1.55% | 10.55% | N/A | N/A | N/A | 12.35% |
| Tata Silver ETF Fund of Fund - Regular (G) | -3.41% | -9.26% | 13.01% | N/A | N/A | N/A | 11.92% |
| Tata Silver ETF Fund of Fund - Regular (IDCW) | -3.41% | -9.26% | 13.01% | N/A | N/A | N/A | 11.92% |
| Tata Silver ETF Fund of Fund - Regular (IDCW) RI | -3.41% | -9.26% | 13.01% | N/A | N/A | N/A | 11.92% |
| Tata Gold ETF Fund of Fund - Regular (IDCW) | 0.77% | -1.55% | 10.55% | N/A | N/A | N/A | 12.35% |
| Tata Gold ETF Fund of Fund - Regular (IDCW) RI | 0.77% | -1.55% | 10.55% | N/A | N/A | N/A | 12.35% |
