Tata Balanced Advantage Fund - Direct (G) vs Tata Value Fund - Direct (G)

Tata Balanced Advantage Fund - Direct (G) vs Tata Value Fund - Direct (G)

stock1

Tata Balanced Advantage Fund - Direct (G)

4.66%

stock2

Tata Value Fund - Direct (G)

0.96%

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About Fund

Deutsche Bank HDFC CitiBank N.A. Standard Chartered Bank

CAMS Ltd. Karvy Computershare P Ltd MCS Ltd.

Deutsche Bank HDFC CitiBank N.A. Standard Chartered Bank

CAMS Ltd. Karvy Computershare P Ltd MCS Ltd.

Moderately High Risk

5000

8834.19

1.77

23.6652

January 9, 2019

0

Very High Risk

5000

8341.71

1.77

394.8686

January 1, 2013

0

10.39 %

9.83 %

4.66 %

15.52 %

14.03 %

0.96 %

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.

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

Bhupinder Sethi

B.E, MBA

He joined TATA Amc in march 2005 prior to this he worked as fund manager at dundee mutual fund from feb 2000 to dec 2002 and as vice-presidend investments at Jacob Ballas Capital India.

Sonam Udasi

B.Com, 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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