Tata Mutual Fund draws its strength from a highly experienced and diverse team of fund managers who bring deep market understanding, research insights, and disciplined management principles to every investment decision. Each fund manager plays a critical role in shaping the performance of Tata’s varied mutual fund offerings across fixed income, equity, and hybrid asset classes.
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Mr. Akhil Mittal-Senior Fund Manager
Akhil Mittal is a seasoned fixed-income specialist with over two decades of experience in debt markets. He holds a B.Com degree from Panjab University and an MBA from the University Business School.
His career began at Rallis India Ltd. as an Assistant Manager in 2004, followed by senior roles at Edelweiss Capital Ltd., Canara Robeco Mutual Fund, and Principal PNB Mutual Fund. He joined Tata Mutual Fund in 2014 and currently oversees an AuM of around Rs. 4,102 crore across 18 fixed-income schemes, including Tata Dynamic Bond Fund, Tata Income Fund, and Tata Treasury Advantage Fund.
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Mr. Sonam Udasi- Senior Fund Manager
With extensive expertise in equity research and strategy, Sonam Udasi holds a Post Graduate Diploma in Business Administration with a focus on Finance. His professional journey spans leadership roles in research and investment analysis at Prime Securities, Brics Securities, and IDBI Capital.
Since joining Tata Mutual Fund in 2014, he has been managing diversified portfolios totaling Rs. 12,863 crore spread across 19 schemes such as Tata Banking and Financial Services Fund, Tata India Consumer Fund, and Tata Retirement Savings Fund.
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Ms. Ennette Fernandes-Fund Manager
Ennette Fernandes, a finance professional with a strong background in consumer sector research, is a B.Com graduate with a PGDM in Finance from SIMSREE. She began her career with Phillip Capital India in 2009, focusing on the FMCG sector, and later joined Tata Mutual Fund in 2014 as a Research Analyst.
She became Assistant Fund Manager in 2018 and today manages approximately Rs. 6,827 crore across 14 schemes including Tata India Consumer Fund, Tata Large Cap Fund, and Tata India Tax Savings Fund.
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Mr. Amey Sathe-Fund Manager
Amey Sathe is a Chartered Financial Analyst (CFA, USA) with academic credentials in commerce and finance, including MMS from SIES College of Management Studies. His career spans roles at Bank of America, HDFC Securities, CARE Ratings, and JM Financial.
He joined Tata Asset Management in 2015 as a Research Analyst and was elevated to Fund Manager in 2018. Currently, he manages Rs. 5,911 crore across 8 schemes such as Tata Banking and Financial Services Fund and Tata Equity PE Fund.
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Mr. Rupesh Patel-Fund Manager
Rupesh Patel combines engineering precision with investment acumen. A Civil Engineer with an MBA from Sardar Patel University, he began his professional career in project management before transitioning to the financial services sector with CARE Ratings and IndiaReit Fund Advisors.
Joining Tata Mutual Fund in 2008, he has progressed through key roles in investments and portfolio management. He manages an AuM of Rs. 4,506 crore invested across 14 schemes including Tata Large Cap Fund, Tata Midcap Fund, and Tata Ethical Fund.
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Mr. Sailesh Jain-Fund Manager
Sailesh Jain brings a strong command over equity and derivatives markets, supported by a B.Com from Jai Hind College and an MBA in Finance and Strategy from Queensland University of Technology. He has held senior positions in derivatives management at Brics Securities, Lotus India Mutual Fund, India Infoline Ltd., and Quant Capital.
Since joining Tata Mutual Fund in 2018, he manages an AuM of approximately Rs. 1,782 crore across 15 schemes such as Tata Digital India Fund, Tata Resources & Energy Fund, and Tata Equity Savings Fund.
