Fund house

Tata

Its schemes hold 568 companies worth ₹1,27,409 Cr in Sept 2026.

AUM
₹2,36,863 CrTata's AUM averaged over Sept 2026, as AMFI reports it. Down 0.3% on Aug 2026, ₹2,37,630 Cr.
Largest holding
GOLD PHYSICAL PURITY 995GOLD PHYSICAL PURITY 995 is 2.5% of Tata's AUM.
Largest sector
BanksCompanies in Banks make up 8.2% of Tata's AUM.
Top 10 holdings
14.4% of AUMThe 10 largest holdings together make up 14.4% of Tata's AUM.

Fund managers^{(Sept 2026)}

Every fund manager with its figures in Sept 2026. Click a column's header to sort by it.

Amit Somani	Deputy Head of Fixed	CFA PGDM B.Com	16	–	90,461	+6.8%	24 years	Oct '13
Sailesh Jain	Fund Manager	MBA B.Com	8	–	45,767	+11.6%	23 years	Nov '18
Dhawal Joshi	Fund Manager/ Dealer	MMS B.E.	5	–	39,081	+7.0%	12 years	Oct '25
Harsh Dave	Fund Manager	PGDM B.E.	1	–	31,690	+6.8%	3 years	Aug '24
Murthy Nagarajan	Head-Fixed Income	CMA M.Com B.Com	14	–	29,159	+11.8%	29 years	Apr '17
Hasmukh Vishariya	Fund Manager & Research Analyst	CA	7	1	21,633	+6.0%	8 years	Mar '25
Nitin Sharma	Dealer /Fund Manager Equities	B.Com	25	–	20,718	−5.7%	19 years	Jul '25
Chandraprakash Padiyar	Senior Fund Manager	CFA MBA	2	–	20,469	+16.3%	25 years	Sep '18
Tapan Patel	Fund Manager	CFA	6	–	18,893	+35.9%	12 years	Aug '23
Rahul Singh	Chief Investment Officer- Equities	PGDM B.Tech	5	–	15,734	+12.2%	30 years	Jan '19
Sonam Udasi	Senior Fund Manager	PGDM B.Com	5	–	15,348	+14.6%	28 years	Apr '16
Meeta Shetty	Fund Manager	CFA	3	–	13,930	+12.6%	19 years	Nov '19
Jeetendra Khatri	Assistant Fund Manager and		1	–	13,214	+11.2%	18 years	Oct '23
Satish Chandra Mishra	Fund Manager	PGDM B.Tech	3	–	11,233	+15.2%	19 years	Nov '19
Kapil Malhotra	Fund Manager/ Research Analyst	MBA	3	–	10,758	−0.2%	16 years	Nov '19
Rakesh Prajapati	Assistant Fund Manager	B.Com	23	–	9,414	−2.7%	20 years	Dec '24
Abhinav Sharma	Head - International Business	MBA PGDM B.Com	3	–	8,153	+11.9%	24 years	Mar '21
Aditya Bagul	Fund Manager and Research Analyst	CA CFA B.Com	3	–	6,629	+8.3%	13 years	Oct '23
Jennifer Karkaria	Fund Manager/ Dealer	PGDM B.Com	1	–	5,556	–	22 years	Jun '26
Vijay Kerkar	Dealer and Assistant Fund Manager	PGDM B.Com	1	–	5,556	–	22 years	Jun '26
Anand Sharma	Fund Manager	B.E.	2	–	5,079	+7.2%	14 years	Aug '22
Akhil Mittal	Senior Fund Manager	MBA B.Com	3	–	3,611	+6.6%	24 years	Jun '14
Puja Kasat	Fund Manager	MBA B.E.	2	–	3,445	–	17 years	Mar '26
Nikunj Kumar Singhal	Fund Manager	M.Tech B.Tech	1	–	0	–	11 years	Jul '26
Rajat Srivastava	Fund Manager & Research Analyst	PGDM	1	–	0	+2.1%	9 years	Sep '24

AUM by lead manager^{(Sept 2026)}

Amit Somani28%₹62,710 Cr
Sailesh Jain13%₹29,238 Cr
Chandraprakash Padiyar9%₹20,469 Cr
Sonam Udasi7%₹15,182 Cr
Tapan Patel6%₹13,894 Cr
Rahul Singh6%₹13,318 Cr
Murthy Nagarajan5%₹11,663 Cr
Meeta Shetty5%₹10,521 Cr
Abhinav Sharma4%₹8,153 Cr
Satish Chandra Mishra3%₹7,251 Cr

Fig. 1.Each scheme's AUM at the end of Sept 2026, counted once, for its lead: the manager its page names first. Source: AMFI.

Joined and left^{(Mar 2025 – now)}

Moves, Oct 2026

Fig. 1.Moves a month, Mar 2025 – Oct 2026: someone joined or left, or took on or handed over schemes. Each month's are below.

Oct 2026

2 moves

Amit Somani took on 1 scheme
9 OctTata CRISIL IBX Financial Services 3 6 Months Debt Index Fund
Dhawal Joshi took on 1 scheme
9 OctTata CRISIL IBX Financial Services 3 6 Months Debt Index Fund

Aug 2026

12 moves

Akhil Mittal handed over 1 scheme
13 AugTata Balanced Advantage Fund
Amit Somani took on 7 schemes
13 AugTata Retirement Savings Fund Conservative Plan, Tata Multi Asset Allocation Fund and 5 more
Amit Somani handed over 1 scheme
13 AugTata Overnight Fund
Dhawal Joshi took on 3 schemes
13 AugTata Liquid Fund, Tata Short Term Fund The scheme has 1 segregated portfolio which was created under Corporate Bond Fund and 1 more
Harsh Dave took on 1 scheme
13 AugTata Money Market Fund
Harsh Dave handed over 1 scheme
13 AugTata Liquid Fund
Jennifer Karkaria joined
13 AugTata Overnight Fund
Murthy Nagarajan took on 3 schemes
13 AugTata Nifty G Sec Dec 2029 Index Fund, Tata Balanced Advantage Fund and 1 more
Nikunj Kumar Singhal joined
13 AugTata Multi Sector Passive FoF
Puja Kasat took on 1 scheme
13 AugTata Gilt Fund
Rahul Singh took on 1 scheme
13 AugTata Multi Sector Passive FoF
Vijay Kerkar joined
13 AugTata Overnight Fund

Apr 2026

4 moves

Murthy Nagarajan handed over 1 scheme
29 AprTata Corporate Bond Fund The scheme has 1 segregated portfolio which was created under Tata Medium Term Fund
Nitin Sharma took on 2 schemes
29 AprTata Gold ETF Fund of Fund, Tata Silver ETF Fund of Fund
Puja Kasat joined
29 AprTata Corporate Bond Fund The scheme has 1 segregated portfolio which was created under Tata Medium Term Fund
Rakesh Prajapati took on 2 schemes
29 AprTata Gold ETF Fund of Fund, Tata Silver ETF Fund of Fund