Fundalysisby DARKHORSESTOCKS

Fund manager · Tata

Rahul Singh

Chief Investment Officer- Equities at Tata. Runs 5 schemes worth ₹15,734 Cr.

  • Fund house

    TataThey run their schemes at Tata.

  • AUM they run

    ₹15,734 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

    5 now · 1 beforeSchemes they run now, as main or co-manager, and ones they ran before, since Mar 2025.

  • Experience

    30 years30

Profile(Tata's SAI, 30 Jun 2026)

About

Role
Chief Investment Officer- Equities
Studied
B.Tech, PGDBM
Age
54 years
Experience
30

Schemes now5

  1. Tata Balanced Advantage Fund₹8,005 Cr
  2. Tata Multi Asset Allocation Fund₹5,000 Cr
  3. Tata Business Cycle Fund₹2,416 Cr
  4. Tata Childrens Fund₹313 Cr
  5. Tata Multi Sector Passive FoFJul 2026

AUM they run(Jan 2020 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 202615,734−5.9%
Aug 202616,714−1.6%
Jul 202616,982−0.1%
Jun 202616,991+0.6%
May 202616,888−1.2%
Apr 202617,097+6.4%
Mar 202616,065−9.0%
Feb 202617,649+1.8%
Jan 202617,335−2.0%
Dec 202517,690−21.4%
Nov 202522,512+0.6%
Oct 202522,382+4.6%
AUM at month end, Sept 2026
₹15,734 Cr
−29.7% since Oct 2025
Fig. 1.The AUM of the schemes Rahul Singh 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(Jan 2019 – now)

  1. Balanced Advantage Fund
  2. Multi Asset Allocation Fund
  3. Business Cycle Fund
  4. ELSS Tax Saver Fund
  5. Childrens Fund
  6. Multi Sector Passive FoF
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(Jan 2019 – now)

Tata

5 now · since Jan 2019
  1. Tata Balanced Advantage Fund
    Fund managerJan 2019—7y 10m₹8,005 CrBalanced AdvantageTER 0.70%
  2. Tata Multi Sector Passive FoF
    Co-managerJul 2026—4mFund of FundsTER 0.25%

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

Performance(6 schemes)

Growth · Direct plans

Return as manager
+12.22%
Beat peers
3 of 4
vs peers
+0.58 pt
Longest run
7.7 years
Beat benchmark
Upcoming
Each scheme Rahul Singh ran, against its peers and benchmark over the same months. Source: AMFI. Click a column's header to sort by it.
Tata Balanced Advantage Fund
Jan '19–now · 7.7y
+10.99%+10.73%+0.26 pt––
Tata Multi Asset Allocation Fund
Mar '20–now · 6.6y
+17.15%+15.59%+1.56 pt––
Tata Business Cycle Fund
Aug '21–now · 5.2y
+13.45%+12.55%+0.90 pt––
Tata ELSS Tax Saver Fund
Jul '25–Dec '25 · 0.4y
+3.48%+1.34%+2.13 pt––
Tata Childrens Fund
Oct '25–now · 1.0y
−11.22%+2.03%−13.25 pt––
Tata Multi Sector Passive FoF
Jul '26–now · 0.2y
−6.29%−0.13%−6.16 pt––
Fig. 1.Each scheme Rahul Singh ran, against its peers and benchmark over the same months. Source: AMFI.

Works with(6 now)

  1. Murthy NagarajanBalanced Advantage Fund · Multi Asset Allocation Fund · Business Cycle Fund3 schemes
  2. Sailesh JainBalanced Advantage Fund · Multi Asset Allocation Fund · Business Cycle Fund3 schemes
  3. Amit SomaniBalanced Advantage Fund · Multi Asset Allocation Fund2 schemes
  4. Hasmukh VishariyaBusiness Cycle Fund1 scheme
  5. Nikunj Kumar SinghalMulti Sector Passive FoF1 scheme
  6. Tapan PatelMulti Asset Allocation Fund1 scheme

Career(Aug 2005 – Mar 2015)

with Ampersand Capital Investment Advisors LLP as Managing Partner. From

  1. Position not stated
    Aug 2010—Mar 20154y 8m

with Standard Chartered Securities Ltd. as Managing Director Reporting to CEO. From

  1. Position not stated
    Aug 2005—Jun 20104y 11m

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