Fundalysisby DARKHORSESTOCKS

Fund manager · Tata

Anand Sharma

Fund Manager at Tata. Runs 2 schemes worth ₹5,079 Cr.

  • Fund house

    TataBefore: ICICI until Aug 2025.

  • AUM they run

    ₹5,079 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

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

  • Experience

    14 years14

Profile(Tata's SAI, 30 Jun 2026)

About

Role
Fund Manager
Studied
B.E (Computer Engineering), M.M.S (Finance)
Age
39 years
Experience
14

Schemes now2

  1. Tata Flexi Cap Fund₹3,454 Cr
  2. Tata Focused Fund₹1,625 Cr

AUM they run(Sept 2022 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 20265,079−6.3%
Aug 20265,418−1.4%
Jul 20265,496+1.8%
Jun 20265,3990.0%
May 20265,397+0.3%
Apr 20265,379+9.5%
Mar 20264,911−10.8%
Feb 20265,507+1.5%
Jan 20265,428−2.3%
Dec 20255,557+0.1%
Nov 20255,552+1.2%
Oct 20255,484−68.6%
AUM at month end, Sept 2026
₹5,079 Cr
−7.4% since Oct 2025
Fig. 1.The AUM of the schemes Anand Sharma 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(Aug 2022 – now)

  1. Multi Cap Fund
  2. PSU Equity Fund
  3. Flexi Cap Fund
  4. Focused Fund
TataICICI2023202420252026
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(Aug 2022 – now)

Tata

2 now · since Oct 2025
  1. Tata Flexi Cap Fund
    Fund managerOct 2025—1y 1m₹3,454 CrFlexi CapTER 0.89%

ICICI

since Aug 2022
  1. ICICI Prudential PSU Equity Fund
    Co-managerSept 2022—Aug 20253ySectoral / Thematic
  2. ICICI Prudential Multi Cap Fund
    Fund managerAug 2022—Aug 20253y 1mMulti Cap

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

Performance(4 schemes)

Growth · Direct plans

Return as manager
+7.16%
Beat peers
2 of 4
vs peers
−3.57 pt
Longest run
3.0 years
Beat benchmark
Upcoming
Each scheme Anand Sharma ran, against its peers and benchmark over the same months. Source: AMFI. Click a column's header to sort by it.
ICICI Prudential Multi Cap Fund
Aug '22–Aug '25 · 3.0y
+21.72%+20.80%+0.92 pt––
ICICI Prudential PSU Equity Fund
Sep '22–Aug '25 · 2.9y
+28.98%+17.73%+11.25 pt––
Tata Focused Fund
Oct '25–now · 1.0y
−7.40%+0.66%−8.06 pt––
Tata Flexi Cap Fund
Oct '25–now · 1.0y
−7.40%+1.53%−8.93 pt––
Fig. 1.Each scheme Anand Sharma ran, against its peers and benchmark over the same months. Source: AMFI.

Works with(2 now)

  1. Aditya BagulFlexi Cap Fund1 scheme
  2. Hasmukh VishariyaFocused Fund1 scheme

Career(Apr 2014 – now)

From October 03rd

  1. Position not stated
    Jan 2025—1y 10m

With Tata Asset Management Private Limited as Fund Manager, having Fund Management responsibilities and reporting to Chief Investment Officer. From

  1. Position not stated
    Apr 2014—Sept 202511y 6m

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