Fundalysisby DARKHORSESTOCKS

Fund manager · Tata

Sailesh Jain

Fund Manager at Tata. Runs 8 schemes worth ₹45,767 Cr.

  • Fund house

    TataThey run their schemes at Tata.

  • AUM they run

    ₹45,767 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

    8 now · 0 beforeSchemes they run now, as main or co-manager, and ones they ran before, since Mar 2025.

  • Experience

    23 years23

Profile(Tata's SAI, 30 Jun 2026)

About

Role
Fund Manager
Studied
B.Com, MBA (Finance) from Queensland University of Technology Queensland, Australia.
Age
47 years
Experience
23

Schemes now8

  1. Tata Arbitrage Fund₹24,539 Cr
  2. Tata Balanced Advantage Fund₹8,005 Cr
  3. Tata Multi Asset Allocation Fund₹5,000 Cr
  4. Tata ELSS Tax Saver Fund₹4,427 Cr
  5. Tata Business Cycle Fund₹2,416 Cr
  6. Tata Dividend Yield Fund₹1,109 Cr
  7. and 2 more, all below

AUM they run(Mar 2019 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 202645,767−3.7%
Aug 202647,507+0.2%
Jul 202647,427+1.7%
Jun 202646,620+3.3%
May 202645,146+1.7%
Apr 202644,401+6.4%
Mar 202641,721−6.5%
Feb 202644,603+2.1%
Jan 202643,6850.0%
Dec 202543,692−0.5%
Nov 202543,926+0.4%
Oct 202543,741+3.9%
AUM at month end, Sept 2026
₹45,767 Cr
+4.6% since Oct 2025
Fig. 1.The AUM of the schemes Sailesh Jain 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 2018 – now)

  1. Equity Savings Fund
  2. Arbitrage Fund
  3. Balanced Advantage Fund
  4. Multi Asset Allocation Fund
  5. Dividend Yield Fund
  6. Business Cycle Fund
  7. ELSS Tax Saver Fund
  8. Income Plus Arbitrage Active FoF
Tata20192020202120222023202420252026
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 2018 – now)

Tata

8 now · since Nov 2018
  1. Tata Arbitrage Fund
    Fund managerDec 2018—7y 11m₹24,539 CrArbitrageTER 1.61%
  2. Tata Business Cycle Fund
    Co-managerAug 2021—5y 3m₹2,416 CrSectoral / ThematicTER 0.92%

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

Performance(7 schemes)

Growth · Direct plans

Return as manager
+11.57%
Beat peers
4 of 7
vs peers
+0.26 pt
Longest run
7.8 years
Beat benchmark
Upcoming
Each scheme Sailesh Jain ran, against its peers and benchmark over the same months. Source: AMFI. Click a column's header to sort by it.
Tata Arbitrage Fund
Dec '18–now · 7.8y
+6.56%+6.29%+0.27 pt––
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 Dividend Yield Fund
May '21–now · 5.4y
+14.43%+15.49%−1.06 pt––
Tata Business Cycle Fund
Aug '21–now · 5.2y
+13.45%+12.55%+0.90 pt––
Tata ELSS Tax Saver Fund
Dec '21–now · 4.9y
+11.57%+11.63%−0.06 pt––
Tata Income Plus Arbitrage Active FoF
May '25–now · 1.4y
+5.14%+5.58%−0.44 pt––
Fig. 1.Each scheme Sailesh Jain ran, against its peers and benchmark over the same months. Source: AMFI.

Works with(5 now)

  1. Murthy NagarajanBalanced Advantage Fund · Multi Asset Allocation Fund · Business Cycle Fund · Dividend Yield Fund · Income Plus Arbitrage Active FoF · Equity Savings Fund6 schemes
  2. Amit SomaniBalanced Advantage Fund · Multi Asset Allocation Fund · Income Plus Arbitrage Active FoF3 schemes
  3. Rahul SinghBalanced Advantage Fund · Multi Asset Allocation Fund · Business Cycle Fund3 schemes
  4. Hasmukh VishariyaBusiness Cycle Fund · Dividend Yield Fund2 schemes
  5. Tapan PatelMulti Asset Allocation Fund · Equity Savings Fund2 schemes

Career(Jan 2010 – Oct 2018)

Mr. Sailesh Jain is Fund Manager. He is with Tata Asset Management Pvt Ltd. since November 2018. Reports to Chief Investment Officer-Equities. From

  1. Position not stated
    Apr 2016—Oct 20182y 7m

with IDFC Securities Ltd as Head Derivatives – Institutional sales. Reporting to Managing Director and Chief Executive Officer. From

  1. Position not stated
    Jan 2010—Apr 20166y 4m

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