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

What Tapan Patel's schemes hold^{(Aug 2023 – Sept 2026)}

What Tapan Patel's schemes hold in Sept 2026. Tick up to 2 to plot them.
Plot	77 companies ·	₹ Cr
	GOLD PHYSICAL PURITY 995	5,984
	SILVER PHYSICAL PURITY 999	5,010
	TATA GOLD EXCHANGE TRADED FUND	1,834
	TATA SILVER EXCHANGE TRADED FUND	1,168
	Reliance Industries	190
	HDFC Bank	179
	ICICI Bank	157
	Bharti Airtel Limited	133
	Kotak Mahindra Bank Limited	101
	Axis Bank	86.4
	State Bank of India	77.5
	Dr Agarwal s Health Care Limited	76.3
	Federal Bank	73.3
	Niva Bupa Health Insurance Company Limited	69.4
	Vedanta Aluminium Metal Limited	68.5
	ADANI PORT AND SPECIAL ECONOMIC ZONE LTD	66.4
	Larsen and Toubro	64.9
	ACME Solar Holdings Limited	64.5
	Ratnakar Bank Limited	61
	Tata Motors	54.2
	Max Financial Services Limited	53.8
	Tata Steel Limited	53.4
	Eternal Limited	53.3
	Dr Lal Path Labs Limited	53.2
	Cummins India	52.2
	Jindal Steel and Power Limited	51.6
	Cube Highways Trust InvIT Fund	51
	Adani Energy Solutions Limited	48.7
	PB Fintech Limited	47.9
	Mahindra and Mahindra Limited	46.3
	UltraTech Cement Limited	44.2
	Hero MotoCorp	43.9
	NTPC	43.3
	Wockhardt	41.3
	Tega Industries Limited	40.3
	Marico	39.2
	LandT Finance Holdings Limited	38.7
	Adani Power Limited	36.9
	Apollo Hospitals Enterprise Limited	36.6
	Infosys	36.4
	Bank of Baroda	36.3
	Asset Reconstruction Company India Limited	36.3
	Le Travenues Technology Limited	36.2
	Pine Labs Limited	36.1
	Sun Pharmaceutical Ind Ltd	35.9
	Tata Capital Limited	35.2
	Star Health Allied Insurance	34.8
	Bajaj Finance Limited	33.8
	Oil India	33.7
	Afcons Infrastructure Limited	32.8

GOLD PHYSICAL PURITY 995
SILVER PHYSICAL PURITY 999

Market value of each ticked company across the schemes Tapan Patel runs, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.
Month	GOLD PHYSICAL PURITY 995	SILVER PHYSICAL PURITY 999
Sept 2025	₹0 Cr	₹0 Cr
Oct 2025	₹2,026 Cr	₹1,160 Cr
Nov 2025	₹2,159 Cr	₹1,350 Cr
Dec 2025	₹2,731 Cr	₹2,827 Cr
Jan 2026	₹2,731 Cr	₹2,827 Cr
Feb 2026	₹5,731 Cr	₹5,536 Cr
Mar 2026	₹5,490 Cr	₹5,047 Cr
Apr 2026	₹5,714 Cr	₹5,216 Cr
May 2026	₹5,683 Cr	₹5,325 Cr
Jun 2026	₹5,475 Cr	₹5,134 Cr
Jul 2026	₹5,475 Cr	₹5,134 Cr
Aug 2026	₹6,025 Cr	₹5,280 Cr
Sept 2026	₹5,984 Cr	₹5,010 Cr

Fig. 1.Market value of each ticked company across the schemes Tapan Patel runs, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.

Allocation^{(Sept 2026)}

Market cap

		% of AUM
Large Cap	36	10.71

Mid Cap	14	2.43

Small Cap	20	4.01

REIT / InvIT	1	0.27

Unlisted	1	0.19

Other equity	1	0.28

Fund units	2	15.89

Gold & silver	2	58.19

Cash & others		8.02

Sectors

Companies

Fig. 2.What the schemes this manager runs hold, all together, by market cap, by sector and by company. Hover a slice or a row; click a slice to open it.

What Tapan Patel bought and sold^{(Oct 2025 – Sept 2026)}

What Tapan Patel bought and sold. Change in market value since the previous month, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.

Fig. 3.Change in market value since the previous month, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.