Fundalysisby DARKHORSESTOCKS

Fund manager · Tata

Meeta Shetty

Fund Manager at Tata. Runs 3 schemes worth ₹13,930 Cr.

  • Fund house

    TataThey run their schemes at Tata.

  • AUM they run

    ₹13,930 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 · 3 beforeSchemes they run now, as main or co-manager, and ones they ran before, since Mar 2025.

  • Experience

    19 years19

Profile(Tata's SAI, 30 Jun 2026)

About

Role
Fund Manager
Studied
Bachelor in Economics, CFA Charterholder
Age
46 years
Experience
19

Schemes now3

  1. Tata Digital India Fund₹9,276 Cr
  2. Tata Multicap Fund₹3,409 Cr
  3. Tata India Innovation Fund₹1,245 Cr

AUM they run(Nov 2019 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 202613,930−8.6%
Aug 202615,244+0.8%
Jul 202615,125+7.7%
Jun 202614,039−2.3%
May 202614,372+0.7%
Apr 202614,276+6.9%
Mar 202613,354−7.9%
Feb 202614,504−12.8%
Jan 202616,636−2.6%
Dec 202517,086−9.6%
Nov 202518,893+1.5%
Oct 202518,606+4.4%
AUM at month end, Sept 2026
₹13,930 Cr
−25.1% since Oct 2025
Fig. 1.The AUM of the schemes Meeta Shetty 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(Nov 2019 – now)

  1. Large Mid Cap Fund
  2. Digital India Fund
  3. India Pharma Healthcare Fund
  4. Focused Fund
  5. India Innovation Fund
  6. Multicap Fund
Tata2020202120222023202420252026
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(Nov 2019 – now)

Tata

3 now · since Nov 2019
  1. Tata Digital India Fund
    Fund managerMar 2021—5y 8m₹9,276 CrSectoral / ThematicTER 0.67%
  2. Tata Multicap Fund
    Fund manager, equityJan 2025—1y 10m₹3,409 CrMulti CapTER 0.80%
  3. Tata Large Mid Cap Fund
    Co-managerNov 2019—Jul 20255y 9mLarge & Mid Cap

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

Performance(6 schemes)

Growth · Direct plans

Return as manager
+12.55%
Beat peers
1 of 6
vs peers
−1.43 pt
Longest run
5.7 years
Beat benchmark
Upcoming
Each scheme Meeta Shetty ran, against its peers and benchmark over the same months. Source: AMFI. Click a column's header to sort by it.
Tata Large Mid Cap Fund
Nov '19–Jul '25 · 5.7y
+18.57%+20.58%−2.01 pt––
Tata Digital India Fund
Mar '21–now · 5.6y
+10.22%+14.17%−3.95 pt––
Tata India Pharma Healthcare Fund
Mar '21–Jul '25 · 4.3y
+20.02%+19.01%+1.01 pt––
Tata Focused Fund
Apr '22–Dec '25 · 3.7y
+14.88%+15.05%−0.17 pt––
Tata India Innovation Fund
Dec '24–now · 1.9y
−1.31%+1.04%−2.35 pt––
Tata Multicap Fund
Jan '25–now · 1.8y
+1.77%+2.62%−0.84 pt––
Fig. 1.Each scheme Meeta Shetty ran, against its peers and benchmark over the same months. Source: AMFI.

Works with(2 now)

  1. Hasmukh VishariyaDigital India Fund · Multicap Fund · India Innovation Fund3 schemes
  2. Murthy NagarajanMulticap Fund1 scheme

Career(Dec 2002 – Nov 2014)

with Kotak Securities, tracking Pharma sector. Reporting to the Head of Research. From

  1. Position not stated
    Jun 2013—Nov 20141y 6m

with HDFC Securities, as Research Analyst, tracking Pharma sector. Reporting to Head of Research. From

  1. Position not stated
    Sept 2011—Jun 20131y 10m

with AMSEC (Asian Market Securities) as Research Analyst, tracking Pharma sector. Reporting to Head of Research. From

  1. Position not stated
    May 2010—Sept 20111y 5m

with Dalal & Broacha Stock Broking as Research Analyst, tracking Pharma sector. Reporting to Head of Research. From

  1. Position not stated
    Dec 2002—Feb 20052y 3m

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