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From AMFI & SEBI filings — SIDs and SAIs

Fund Managers

Every manager named in a Scheme Information Document — the statutory “Who manages the Scheme?” disclosure — with the schemes they run. Open a row to see their funds.

Managers
456
Fund houses
48
Scheme assignments
3,633

1 of 456

Profile & funds →3
Role
Research Analyst - Commodities
Qualifications
CFA, MFA 17 from ICFAI. BBA from Gujarat University
Experience
Management Tata Equity From 11 August 2023 onwards till date with Tata Asset Management Pvt. Savings Fund Ltd. as Fund Manager reporting to Chief Investment Officer. Tata Multi Asset Allocation Fund From 27 September 2022 till 10 August 2023 with Tata Asset Management Pvt. Ltd. Reporting to Head – Commodities Strategy, (Erstwhile Tata Multi Asset Research. Opportunities Fund) From 02 May 2018 to 23 September 2022 with HDFC Securities Limited Tata Gold as Senior Manager – Research, Reporting to Deputy Head of Research. Exchange Traded Fund From 16 January 2017 to 27 April 2018 with LKP Securities Ltd as Tata Silver Associate Vice President – Research, Reporting to CEO. Exchange Traded Fund From 29 August 2013 to 13 January 2017 with Kotak Commodity Services Pvt. Ltd. as Manager (Analyst) – Research, Reporting to Head of Tata Gold ETF Fund of Fund Research. From 01 January 2008 to 20 August 2013 with Edelweiss Comtrade Ltd, as Associate – Research, Reporting to Head of Research.

Role and Managing since come from each scheme’s SID/SAI filing and are often not disclosed — a dash means the filing didn’t state it, not that the manager is new.

Read from each scheme’s most recent Scheme Information Document, as filed with SEBI and published by AMFI. A manager is listed once per fund house. Because that disclosure is per scheme, one person is filed many times and the filings can disagree — each field shown is taken from their most recent document, and the bio is whichever of their filings carries the least of a neighbouring column.

Two gaps that leaves are filled from a second document: each fund house’s Statement of Additional Information, which states its key personnel once, in one table, rather than once per scheme. That is where the role and the total-experience figure come from — and where that table’s own columns garbled a role, by running a neighbouring number through it or welding the page heading onto its end, it is left blank rather than published. It also supplies a qualification or a bio wherever the scheme filings left one blank or left one that could not be right. It does not overwrite a value that already reads cleanly: an SAI is filed roughly once a year, so it is often the older of the two. An expanded row says which of its fields came from there.

A manager is also listed against a scheme when another of the same house’s filings names them on it: every SID must list the other schemes its managers run, which reaches 179 live schemes whose own document we do not hold. Those entries are shown with a dashed outline, and the list for such a scheme may be incomplete — only a manager who also appears in a filing we hold can be found that way.

Coverage is limited to schemes whose SID we hold and could read, so a fund manager with no row here is one whose filing we have not parsed rather than one who does not exist — and where a qualification or an experience is still missing, it is a cell both documents’ layouts defeated rather than something the manager lacks.