Fundalysisby DARKHORSESTOCKS

Fund manager · Tata

Puja Kasat

Fund Manager at Tata. Runs 2 schemes worth ₹3,445 Cr.

  • Fund house

    TataThey run their schemes at Tata.

  • AUM they run

    ₹3,445 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 · 0 beforeSchemes they run now, as main or co-manager, and ones they ran before, since Apr 2026.

  • Experience

    17 years17

Profile(Tata's SAI, 30 Jun 2026)

About

Role
Fund Manager
Studied
MBA (Finance). Bachelor of Engineering in Electronics and Telecommunication Engineering
Age
43 years
Experience
17

Schemes now2

  1. Tata Corporate Bond Fund The scheme has 1 segregated portfolio which was created under Tata Medium Term Fund₹2,676 Cr
  2. Tata Gilt Fund₹769 Cr

AUM they run(Mar 2026 – Sept 2026)

AUM at month end each month, and its change on the month before
7 months₹ CrChange
Sept 20263,445−4.1%
Aug 20263,593−12.7%
Jul 20264,117+6.4%
Jun 20263,868+25.6%
May 20263,079−20.1%
Apr 20263,854+24.9%
Mar 20263,086–
AUM at month end, Sept 2026
₹3,445 Cr
+11.6% since Mar 2026
Fig. 1.The AUM of the schemes Puja Kasat 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(Mar 2026 – now)

  1. Corporate Bond Fund The scheme has 1 segregated portfolio which was created under Tata Medium Term Fund
  2. Gilt Fund
Tata
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(Mar 2026 – now)

Tata

2 now · since Mar 2026
  1. Tata Corporate Bond Fund The scheme has 1 segregated portfolio which was created under Tata Medium Term Fund
    Fund manager, debtMar 2026—8m₹2,676 CrCorporate BondTER 0.32%
  2. Tata Gilt Fund
    Co-managerJun 2026—5m₹769 CrGiltTER 0.30%

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

Performance(2 schemes)

Growth · Direct plans

Return as manager
–
Beat peers
–
vs peers
–
Longest run
0.6 years
Beat benchmark
Upcoming
Each scheme Puja Kasat ran, against its peers and benchmark over the same months. Source: AMFI. Click a column's header to sort by it.
Tata Corporate Bond Fund The scheme has 1 segregated portfolio which was created under Tata Medium Term Fund
Mar '26–now · 0.6y
+2.53%+2.51%+0.02 pt––
Tata Gilt Fund
Jun '26–now · 0.4y
+1.50%+1.58%−0.08 pt––
Fig. 1.Each scheme Puja Kasat ran, against its peers and benchmark over the same months. Source: AMFI.

Works with(2 now)

  1. Akhil MittalGilt Fund1 scheme
  2. Amit SomaniCorporate Bond Fund The scheme has 1 segregated portfolio which was created under Tata Medium Term Fund1 scheme

Career(Mar 2026 – now)

From

  1. Position not stated
    Mar 2026—8m

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