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Stock Analysis, IPO, Mutual Funds, Bonds & More

Tata Banking and Financial Services Fund Regular-Growth

Fund Manager

Number of Fund Managers
2
Longest Tenure (in Yrs)
3.80
Average Tenure (in Yrs)
2.69
AMC
Tata Mutual Fund

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Sonam Udasi
Since Apr 2016
11
schemes
Mr. Udasi is a B.Com and also holds PGDM(Finance).Prior to joining Tata AMC he was associated with ASK Raymond James (Jun 2005-Jan 2006) as Lead Analyst (Reporting to Head Research), JM Financial AMC (Feb 2006-June 2007) as Senior Analyst (Reporting to CIO), Prime Securities (Aug 2007-Oct 2008) as Head Research (Reporting to President), BRICS Securities (Nov 2008-Apr 2010) as Consumer Vertical (Reporting to Head Equities) and IDBI Capital Market Services Ltd (Jun 2010-March 2014) as Head Research (Reporting to Executive VP).
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Amey Sathe
Since Jun 2018
1
schemes
Mr. Sathe is MMS & CFAPrior to joining TATA Mutual Fund he has worked with JM Financial Institutional Securities Ltd as Assistant Vice President Equity Research, CARE Ratings as Deputy Manager and HDFC Securities in Equity research.
SCHEMES MANAGED BY Amey Sathe
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Basic Attributes

Tata Banking and Financial Services Fund Regular-Growth

  • Inception Date28-12-2015
  • Fund CategoryEquity : Sectoral-Banking
  • Fund TypeOpen-ended
  • Entry Load0.0%
  • Exit LoadExit load of 0.25% if redeemed within 3 months
  • BenchmarkNIFTY Financial Services Total
  • Systematic Investment Plan Available
  • Systematic Transfer Plan Available
  • Systematic Withdrawal Plan Available
  • Minimum initial Investment₹5,000
  • Minimum Subsequent Investment₹1,000

Data Sources: Mutual Funds, ETFs, and NPS data are sourced from Value Research

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