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Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
Past performance is not indicative of future returns. All returns are time-weighted (TWRR). Investments in securities markets are subject to market risks. Read all the related documents carefully before investing.
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
| Period | This strategy | S&P BSE 500 TRI | Difference |
|---|---|---|---|
| 1 Month | −6.0% | −5.6% | −0.5% |
| 3 Months | +0.1% | −3.6% | +3.7% |
| 6 Months | +3.4% | +8.1% | −4.7% |
| 1 Year | +1.0% | −2.3% | +3.3% |
|---|
| 2 Years | +0.6% | −3.9% | +4.5% |
|---|
| 3 Years (CAGR) | +10.0% | +9.2% | +0.8% |
|---|
| 4 Years (CAGR) | +11.1% | +11.2% | −0.1% |
|---|
| 5 Years (CAGR) | +8.0% | +8.9% | −0.9% |
|---|
| Since launch | +10.7% | +11.7% | −1.0% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 49-month window · Source: Computed from NAV history
Maximum drawdown: 14.0%
Tata Asset Management’s story and investment philosophy are on the Tata Asset Management firm page.
Chandraprakash Padiyar
Fund managerSenior Fund Manager
Chandraprakash Padiyar joined Tata Asset Management in September 2018 as Senior Fund Manager (Equities). He has over 25 years of experience in equity markets research and fund management. He manages the Tata Small Cap Fund and Tata Large & Mid Cap Fund. Previously with Alchemy Capital Management as portfolio manager for onshore long-only strategies, and began his career at UTI Mutual Fund. Holds CFA (CFA Institute, USA) and MBA (Finance) from Symbiosis Institute of Business Management.
Sonam Udasi
Fund managerSenior Fund Manager
Sonam Udasi is a Senior Fund Manager at Tata AMC. Holds B.Com and PGDM (Finance). Prior to joining Tata AMC, he was associated with ASK Raymond James, JM Financial AMC, Prime Securities, BRICS Securities, and IDBI Capital Market Services Ltd.
Sailesh Jain
Fund managerFund Manager
Amey Sathe
Fund managerFund Manager
Meeta Shetty
Fund managerFund Manager
Satish Chandra Mishra
Fund managerFund Manager
Aditya Bagul
Fund managerAssistant Fund Manager and Research Analyst
Rajat Srivastava
Fund managerAssistant Fund Manager and Research Analyst
Jeetendra Khatri
Fund managerAssistant Fund Manager and Research Analyst – Equities
Tapan Patel
Fund managerFund Manager - Commodities
Tapan Patel manages the Commodities fund at Tata AMC. He holds BBA, CFA, and MFA from ICFAI. Prior to joining Tata AMC, he worked with HDFC Securities Ltd, LKP Securities Ltd, Kotak Commodity Services Pvt. Ltd, and Edelweiss Comtrade Ltd.
Anand Sharma
Fund managerFund Manager
Rakesh Prajapati
Fund managerAssistant Fund Manager
Nitin Sharma
Fund managerFund Manager – Index Funds
Kapil Malhotra
Fund managerAssistant Fund Manager & Research Analyst
Hasmukh Vishariya
Fund managerFund Manager & Research Analyst
Nikunj Kumar Singhal
Fund managerFund Manager
Prathit Bhobe
CEO and Managing Director
Prathit Bhobe joined Tata Asset Management as CEO & Managing Director in May 2018. He has over 25 years of financial services experience across banking and wealth management. Prior to Tata AMC, he was Senior General Manager at ICICI Bank for more than 11 years, heading Retail Liabilities Product, Wealth Management, and Private Banking. Before ICICI Bank, he spent 8 years at Citibank running the Banking vertical in the distribution business. Holds a B.Com and MMS from Prof. L.N. Welingkar Institute of Management.
Rahul Singh
Chief Investment Officer (CIO) – Equities
Rahul Singh is CIO – Equities at Tata Asset Management. He holds a B.Tech and PGDBM. Prior to Tata AMC, he worked with Ampersand Capital Investment Advisors LLP, Standard Chartered Securities, and Citigroup Global Markets India.
Murthy Nagarajan
Head - Fixed Income
Murthy Nagarajan heads Fixed Income at Tata Asset Management. He holds M.Com, ICWA, and PGPMS qualifications. Prior to joining Tata AMC, he worked with Quantum AMC as Head Fixed Income and Mirae Asset Global Investment India Ltd.
Anand Vardharajan
Chief Executive Officer and Managing Director
Hemant Kumar
Chief Business Officer
Abhinav H Sharma
Head - International Business
Arti Agarwal
Chief Human Resources Officer
Kashmira Kalwachwala
Head - Investor Services
Upesh Shah
Head - Risk Management
R Padmanabhan
Head - Compliance
Arun Jain
Chief Financial Officer
Ashwini Yadav
Chief Technology Officer
Ashish Pawar
Chief Marketing Officer
Girish Babu
Head – IT
Shailly Kedia
Head - Secretarial & Legal
Chandan Mistry
Research Analyst
Vaishali Koppiker
Head – Investor Services
Rajiv Sabharwal
BoardChairman
Rajiv Sabharwal is the Chairman of Tata Asset Management Pvt Ltd and an Associate Director on the Board. Also on the boards of Tata Securities, Tata Capital, and Tata Capital Pte Ltd. Has more than 29 years of experience in banking & financial services. Former Partner at True North Managers LLP and Executive Director on the Board of ICICI Bank, leading retail banking, business banking, rural banking, financial inclusion, and digital banking technology. Holds B.Tech (Mechanical Engineering) from IIT Delhi and PGDM from IIM Lucknow.
Suprakash Mukhopadhyay
BoardAssociate Director
Suprakash Mukhopadhyay is an Associate Director on the Tata AMC Board. He is currently Tata Group Corporate Secretary & Company Secretary of Tata Sons Limited. Previously with Tata Consultancy Services (TCS) as head of Corporate Secretarial & Governance, Treasury and Internal Audit. Holds B.Com (Hons), ACA, AICWA, ACS.
Gagan Rai
BoardIndependent Director
Gagan Rai served as MD & CEO of NSDL e-Governance Infrastructure Limited (2013–2021) and National Securities Depository Ltd (2008–2013). He has four decades of experience in IT-enabled governance and financial market solutions, and has served on SEBI's Secondary Market Advisory Committee, RBI's Technical Advisory Committee on Financial Markets, and PFRDA's Pension Advisory Committee. Holds B.Com (Hons), Cost & Management Accountant, M.A. (Economics).
Punita Kumar Sinha
BoardIndependent Director
Dr. Punita Kumar Sinha has a 30-year career focused on corporate governance and investment management. She has been an Independent Director on global public and private company boards for over 10 years, chairing Audit, Stakeholder Relationship, and Nomination Committees. Holds PhD and Masters in Finance from Wharton School (University of Pennsylvania), CFA Charter holder since 1993, and B.Tech (Chemical Engineering) from IIT Delhi.
Sujit Kumar Varma
BoardIndependent Director
Sujit Kumar Varma worked with State Bank of India at various levels including Deputy Managing Director Corporate Accounts Group (2018–21), Chief General Manager International Banking (2015–18), and CEO SBI New York (2009–13). Certified by Indian Institute of Banking & Finance, Harvard Business School, NYU Stern, and IIM Ahmedabad.
Registration No
INP000001058
Fund Manager
AASHISH A WAKANKAR
Principal Officer
AASHISH A WAKANKAR
Inflow
₹0.00 Cr
Outflow
₹0.00 Cr
Net
₹0.00 Cr
Not reported — complaint data for this strategy isn't available yet.
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