Fundalysisby DARKHORSESTOCKS

Fund manager · Tata

Akhil Mittal

Senior Fund Manager at Tata. Runs 3 schemes worth ₹3,611 Cr.

  • Fund house

    TataThey run their schemes at Tata.

  • AUM they run

    ₹3,611 CrThe AUM of the schemes they run, as main or co-manager, at the latest month's end, as AMFI reports it. A scheme two people run counts for both.

  • Schemes

    3 now · 2 beforeSchemes they run now, as main or co-manager, and ones they ran before, since Mar 2025.

  • Experience

    24 years24

Profile(Tata's SAI, 30 Jun 2026)

About

Role
Senior Fund Manager
Studied
B. Com, MBA
Age
45 years
Experience
24

Schemes now3

  1. Tata Ultra Short to Short Term Fund Scheme has 1 Segregrated Portfolio₹2,727 Cr
  2. Tata Gilt Fund₹769 Cr
  3. Tata Floating Interest Rates Fund₹114 Cr

AUM they run(Feb 2019 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 20263,611−4.3%
Aug 20263,772−68.6%
Jul 202612,019+0.8%
Jun 202611,922−5.6%
May 202612,629−4.0%
Apr 202613,159+6.5%
Mar 202612,355−14.5%
Feb 202614,447−0.1%
Jan 202614,457−1.2%
Dec 202514,637−30.2%
Nov 202520,963+3.6%
Oct 202520,232+11.9%
AUM at month end, Sept 2026
₹3,611 Cr
−82.2% since Oct 2025
Fig. 1.The AUM of the schemes Akhil Mittal ran at each month's end, each only in the months they ran it, ₹ crore. A scheme two people run counts in full for both. Source: AMFI.

Schemes over time(Jun 2014 – now)

  1. Ultra Short to Short Term Fund Scheme has 1 Segregrated Portfolio
  2. Balanced Advantage Fund
  3. Ultra Short Term Fund
  4. Floating Interest Rates Fund
  5. Gilt Fund
Tata201520172019202120232025
Fig. 1.The schemes they ran when, the oldest first: each from the date its fund house gives, or the first document listing them where it gives none, to when they left, coloured by fund house.

Schemes(Jun 2014 – now)

Tata

3 now · since Jun 2014
  1. Tata Ultra Short to Short Term Fund Scheme has 1 Segregrated Portfolio
    Fund managerJun 2014—12y 5m₹2,727 CrUltra Short to Short TermTER 0.27%

Source.Each scheme's Scheme Summary Document at AMFI and its filings at NSE.

Performance(5 schemes)

Growth · Direct plans

Return as manager
+6.60%
Beat peers
3 of 5
vs peers
+0.06 pt
Longest run
12.4 years
Beat benchmark
Upcoming
Each scheme Akhil Mittal ran, against its peers and benchmark over the same months. Source: AMFI. Click a column's header to sort by it.
Tata Ultra Short to Short Term Fund Scheme has 1 Segregrated Portfolio
Jun '14–now · 12.4y
+6.73%+7.26%−0.53 pt––
Tata Ultra Short Term Fund
Jan '19–Dec '25 · 6.9y
+6.40%+6.35%+0.06 pt––
Tata Balanced Advantage Fund
Jan '19–Aug '26 · 7.5y
+12.26%+11.63%+0.63 pt––
Tata Floating Interest Rates Fund
Jul '21–now · 5.3y
+6.60%+6.69%−0.09 pt––
Tata Gilt Fund
Mar '22–now · 4.6y
+6.01%+5.82%+0.19 pt––
Fig. 1.Each scheme Akhil Mittal ran, against its peers and benchmark over the same months. Source: AMFI.

Works with(2 now)

  1. Dhawal JoshiUltra Short to Short Term Fund Scheme has 1 Segregrated Portfolio1 scheme
  2. Puja KasatGilt Fund1 scheme

Career(Jun 2004 – Jun 2014)

Mr. Akhil Mittal is Senior Fund Manager. He is with Tata Asset Management Pvt Ltd. since June 2014. Reports to Head-Fixed Income

  1. Position not stated
    Mar 2011—Jun 20143y 4m

with Canara Robecco Asset Management Ltd. As Senior Fund Manager. Reporting to Head Fixed Income

  1. Position not stated
    Nov 2010—Feb 20114m

with Principal PNB Asset Management Co Ltd. As Senior Fund Manager. Reporting to Head Fixed Income

  1. Position not stated
    Sept 2008—Nov 20102y 3m

with Canara Robecco Asset Management Ltd. As Fund Manager. Reporting to Head Fixed Income

  1. Position not stated
    Jun 2006—Aug 20082y 3m

with Edelweiss Securities Ltd. as Senior Manager

  1. Position not stated
    Jun 2004—May 20062y

Source.Tata's Statement of Additional Information, as of 30 Jun 2026.