Kotak Midcap Fund - Direct (G) vs Tata Balanced Advantage Fund - Direct (G)

Kotak Midcap Fund - Direct (G) vs Tata Balanced Advantage Fund - Direct (G)

stock1

Kotak Midcap Fund - Direct (G)

8.37%

stock2

Tata Balanced Advantage Fund - Direct (G)

4.66%

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About Fund

Deutsche Bank, AG Standard Chartered Bank

Computer Age Management Services (P) Ltd.

Deutsche Bank HDFC CitiBank N.A. Standard Chartered Bank

CAMS Ltd. Karvy Computershare P Ltd MCS Ltd.

Very High Risk

100

67611.00

2.02

169.871

January 1, 2013

0

Moderately High Risk

5000

8834.19

1.77

23.6652

January 9, 2019

0

18.1 %

20.32 %

8.37 %

10.39 %

9.83 %

4.66 %

Atul Bhole

B.com., CA (Final) MMS (JBIMS)

Mr. Atul has over 18 years of experience in Indian equity markets. Prior to joining KMAMC, he has worked with DSP Asset Managers as SVP- Investments and Tata Asset Management Pvt Ltd as Fund Manager and Research analyst. He has also worked as research analyst in JP Morgan Services (India) Pvt. Ltd. and with State Bank of India. a

Emmanuel Elango

B.E.(Mech),PGDM - IIM-Bangalore.

He started his career as a Design Engineer with Bosch, after his Management studies he worked with JP Morgan and Franklin Templeton AMC in India. His total experience is 6.5 years.

Harsha Upadhyaya

(B.E,Mechancial from Rec, suratkal. PGDM form IIM from Lucknow. CFA institute, USA.

Harsha began his career with Essar steel as an engineer and moved on to pursue higher studies. After completion of PGDM, he joined uti in 1996 and worked as an equity analyst tracking various sectors for over three years. Before his second stint with UTI Mutual Fund starting april 2006, harsha gained considerable experience on indian equity markets working as research analyst in local and foreign broking houses; he has also gained valuable experience in the areas of business analysis and finance working at Reliance Industries and Reliance energy.

Pankaj Tibrewal

B.Com., MFM from Manchester University.

He has over 5 years of experience in managing funds. Prior to joining Kotak Mahindra AMC, has been with Principal PNP Asset Management co p ltd as fund manager.

Rahul Singh

B.SC Economic Hons. and hold a PGDM FROM IIM-A.

Mr. Singh is a B.Sc Economic Hons.and holds a PGDM from IIM-A.Prior to joining LIC Nomura Mutual Fund , he has worked with BOI AXA Investment Managers(August 2009-August 2015) , ING Investment Management (May 2008- August 2009) Standard Chartered Bank (intern)( April 2007- May 2007) and Ashika Capital ( Jan 2004 - April 2006).

RahulSingh

B.Tech, PGDBM

From October 2018 to date with Tata Asset Management Ltd. He is Chief Investment Officer-Equities at Tata Asset Management Ltd and reporting to Chief Executive Officer & Managing Director. From July 2015 to October 2018 with Ampersand Capital Investment Advisors LLP as Managing Partner. From August 2010 to March 2015 with Standard Chartered Securities Ltd. as Managing Director Reporting to CEO. From August 2005 to June 2010 with Citigroup Global Markets as Senior Research Analyst Reporting to Head of Research.

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