Fundalysisby DARKHORSESTOCKS

Fund manager · Tata

Tapan Patel

Fund Manager at Tata. Runs 6 schemes worth ₹18,893 Cr.

  • Fund house

    TataThey run their schemes at Tata.

  • AUM they run

    ₹18,893 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

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

  • Experience

    12 years12

Profile(Tata's SAI, 30 Jun 2026)

About

Role
Fund Manager
Studied
CFA, MFA from ICFAI. BBA from Gujarat University
Age
38 years
Experience
12

Schemes now6

  1. Tata Gold Exchange Traded Fund₹6,138 Cr
  2. Tata Silver Exchange Traded Fund₹5,166 Cr
  3. Tata Multi Asset Allocation Fund₹5,000 Cr
  4. Tata Gold ETF Fund of Fund₹1,534 Cr
  5. Tata Silver ETF Fund of Fund₹1,056 Cr
  6. Tata Equity Savings FundAug 2023

AUM they run(Aug 2023 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 202618,893−3.1%
Aug 202619,488+5.3%
Jul 202618,502+0.3%
Jun 202618,450−2.9%
May 202619,001+1.8%
Apr 202618,658+5.0%
Mar 202617,776−6.7%
Feb 202619,045−6.1%
Jan 202620,275+63.9%
Dec 202512,372+28.0%
Nov 20259,664+6.9%
Oct 20259,036+19.1%
AUM at month end, Sept 2026
₹18,893 Cr
+109.1% since Oct 2025
Fig. 1.The AUM of the schemes Tapan Patel 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 2023 – now)

  1. Multi Asset Allocation Fund
  2. Equity Savings Fund
  3. Gold Exchange Traded Fund
  4. Silver Exchange Traded Fund
  5. Gold ETF Fund of Fund
  6. Silver ETF Fund of Fund
Tata202420252026
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 2023 – now)

Tata

6 now · since Aug 2023
  1. Tata Gold Exchange Traded Fund
    Fund managerJan 2024—2y 10m₹6,138 CrGoldTER 0.39%

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

Performance(5 schemes)

Growth · Direct plans, Regular before 2013

Return as manager
+35.89%
Beat peers
4 of 5
vs peers
+23.31 pt
Longest run
3.2 years
Beat benchmark
Upcoming
Each scheme Tapan Patel ran, against its peers and benchmark over the same months. Source: AMFI. Click a column's header to sort by it.
Tata Multi Asset Allocation Fund
Aug '23–now · 3.2y
+11.74%+14.15%−2.41 pt––
Tata Gold Exchange Traded Fund
Jan '24–now · 2.7y
+35.89%+35.66%+0.23 pt––
Tata Silver Exchange Traded Fund
Jan '24–now · 2.7y
+49.29%+3.16%+46.13 pt––
Tata Gold ETF Fund of Fund
Jan '24–now · 2.7y
+34.53%+11.21%+23.31 pt––
Tata Silver ETF Fund of Fund
Jan '24–now · 2.7y
+47.23%+11.21%+36.02 pt––
Fig. 1.Each scheme Tapan Patel ran, against its peers and benchmark over the same months. Source: AMFI.

Works with(6 now)

  1. Nitin SharmaGold Exchange Traded Fund · Silver Exchange Traded Fund · Gold ETF Fund of Fund · Silver ETF Fund of Fund4 schemes
  2. Murthy NagarajanMulti Asset Allocation Fund · Equity Savings Fund2 schemes
  3. Rakesh PrajapatiGold ETF Fund of Fund · Silver ETF Fund of Fund2 schemes
  4. Sailesh JainMulti Asset Allocation Fund · Equity Savings Fund2 schemes
  5. Amit SomaniMulti Asset Allocation Fund1 scheme
  6. Rahul SinghMulti Asset Allocation Fund1 scheme

Career(Jan 2008 – now)

From

  1. Position not stated
    Sept 2022—4y 2m

till date with Tata Asset Management Pvt. Ltd. Reporting to Chief Investments Officer – Equities. From

  1. Position not stated
    May 2018—Sept 20224y 5m

with HDFC Securities Limited as Senior Manager - Research, Reporting to Deputy Head of Research. From

  1. Position not stated
    Jan 2017—Apr 20181y 4m

with LKP Securities Ltd as Associate Vice President - Research, Reporting to CEO. From

  1. Position not stated
    Aug 2013—Jan 20173y 6m

with Kotak Commodity Services Pvt. Ltd. as Manager (Analyst) - Research, Reporting to Head of Research. From

  1. Position not stated
    Jan 2008—Aug 20135y 8m

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