MFIC › Fund managers › 3 Amit Somani
3 Amit Somani
Fund manager of 14 schemes tracked by MFIC at Tata Mutual Fund, according to the schemes' Summary Documents. Returns from AMFI NAVs as of 3 Oct 2026.
Schemes
14
Earliest start listed
16 Oct 2013
3Y CAGR above category median
4 of 13
AUM of these schemes
₹90,461 cr
Schemes managed one line per scheme · Regular plan where available
| Scheme | Category | Managing since | Tenure | 3Y CAGR | Category 3Y median | 5Y CAGR | AUM (₹ cr) |
|---|---|---|---|---|---|---|---|
| Tata Aggressive Hybrid Fund Tata Mutual Fund · Regular | Aggressive Hybrid | 1 Jun 2026 | 0.3 y | 6.1% | 8.7% | 6.7% | 3,983 |
| Tata Balanced Advantage Fund Tata Mutual Fund · Regular | Balanced Advantage | 1 Jun 2026 | 0.3 y | 5.9% | 7.5% | 6.7% | 8,005 |
| Tata Corporate Bond Fund Tata Mutual Fund · Regular | Corporate Bond | 1 Jun 2026 | 0.3 y | 6.6% | 6.8% | n/a | 2,676 |
| Tata Nifty G-Sec Dec 2026 Index Fund Tata Mutual Fund · Regular | Debt Index Fund | 4 Jan 2023 | 3.7 y | 6.9% | 7.2% | n/a | 71 |
| Tata Nifty G-Sec Dec 2029 Index Fund Tata Mutual Fund · Regular | Debt Index Fund | 3 Jan 2023 | 3.7 y | 7.2% | 7.2% | n/a | 131 |
| Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60 40 Index Fund Tata Mutual Fund · Regular | Debt Index Fund | 25 Mar 2022 | 4.5 y | 7.1% | 7.2% | n/a | n/a |
| Tata Income Plus Arbitrage Active FOF Tata Mutual Fund · Regular | Domestic FoF | 1 Jun 2026 | 0.3 y | n/a | 12.3% | n/a | 272 |
| Tata Liquid Fund Tata Mutual Fund · Regular | Liquid | 16 Oct 2013 | 13.0 y | 6.8% | 6.8% | 6.3% | 28,037 |
| Tata Money Market Fund Tata Mutual Fund · Regular | Money Market | 16 Oct 2013 | 13.0 y | 7.3% | 7.0% | 6.6% | 31,690 |
| Tata Multi Asset Allocation Fund Tata Mutual Fund · Regular | Multi Asset Allocation | 1 Jun 2026 | 0.3 y | 10.4% | 12.8% | 9.9% | 5,000 |
| Tata Retirement Savings Fund-Conservative Plan Tata Mutual Fund · Regular | Retirement | 1 Jun 2026 | 0.3 y | 6.0% | 7.2% | 5.1% | 165 |
| Tata Retirement Savings Fund-Moderate Plan Tata Mutual Fund · Regular | Retirement | 1 Jun 2026 | 0.3 y | 9.3% | 7.2% | 8.1% | 2,115 |
| Tata Short Term Fund Tata Mutual Fund · Regular | Short Duration | 11 Jun 2025 | 1.3 y | 6.3% | 6.7% | 5.4% | 2,912 |
| Tata Ultra Short Term Fund Tata Mutual Fund · Regular | Ultra Short Duration | n/a | n/a | 6.6% | 6.7% | 5.9% | 5,404 |
Scheme returns cover the whole period shown, which may include years before this manager started; compare with the "Managing since" date. Most schemes have more than one listed manager, and results reflect the fund house's whole investment process, each scheme's mandate and market conditions. This page describes the past and is not a rating of the manager.
Questions
- Which mutual fund schemes does 3 Amit Somani manage?
- According to the schemes' Summary Documents, 3 Amit Somani is a listed fund manager of 14 schemes tracked by MFIC: Tata Corporate Bond Fund, Tata Liquid Fund, Tata Money Market Fund, Tata Ultra Short Term Fund, Tata Aggressive Hybrid Fund, Tata Balanced Advantage Fund, Tata Multi Asset Allocation Fund, Tata Short Term Fund, Tata Income Plus Arbitrage Active FOF, Tata Nifty G-Sec Dec 2026 Index Fund, Tata Nifty G-Sec Dec 2029 Index Fund, Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60 40 Index Fund and others.
- Since when has 3 Amit Somani managed these schemes?
- The earliest start date listed is 16 Oct 2013. Dates for each scheme are in the table on this page.
Data & disclosure. Fund manager names and start dates as stated in each scheme's Summary Document (SEBI format) published via AMFI; names are matched as written, so a person listed with different spellings may appear twice. Returns from AMFI NAVs, calculated by MFIC. Educational information, not investment advice. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Integrato Financial Services Pvt. Ltd. is an AMFI-registered Mutual Fund Distributor (ARN-173155).
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