Mutual Funds Managed by Amit Somani
Updated June 2026 · 15 active funds · data from AMFI NAVs
Amit Somani manages or co-manages 15 mutual fund schemes tracked on FindMF, across Tata. The table below lists those funds with returns, risk metrics and real expense ratios, all computed independently from AMFI daily NAVs. Manager attribution comes from fund disclosures; co-managed funds appear under each named manager. This page aggregates a manager's schemes for reference - it is not a rating of the manager or a recommendation.
| # | Scheme | 1Y | 3Y | 5Y | Sharpe | Max DD | TER | AUM |
|---|---|---|---|---|---|---|---|---|
| 1 | Tata Nifty G - Sec Dec 2029 Index Fund Tata | +5.04% | +7.58% | - | 0.26 | -1.1% | 0.19% | ₹141 Cr |
| 2 | Tata Money Market Fund Tata | +6.20% | +7.48% | +6.64% | - | -0.3% | 0.18% | ₹36.0K Cr |
| 3 | Tata Ultra Short Term Fund Tata | +6.61% | +7.45% | +6.56% | - | -0.2% | 0.34% | ₹4.5K Cr |
| 4 | TATA CRISIL - IBX GILT INDEX - APRIL 2026 INDEX FUND Tata | +6.74% | +7.26% | - | - | -0.4% | 0.12% | ₹387 Cr |
| 5 | Tata Nifty SDL Plus AAA PSU Bond Dec 6040 Index Fund Tata | +4.98% | +7.26% | - | -0.19 | -2.3% | 0.22% | ₹742 Cr |
| 6 | Tata Short Term Bond Fund Tata | +4.93% | +7.21% | +6.26% | -0.82 | -0.8% | 0.35% | ₹3.3K Cr |
| 7 | Tata Nifty G Sec Dec 2026 Index Fund Tata | +5.45% | +7.09% | - | - | -0.6% | 0.16% | ₹76 Cr |
| 8 | Tata Liquid Fund Tata | +6.27% | +7.00% | +6.18% | - | -0.1% | 0.23% | ₹28.8K Cr |
| 9 | Tata Overnight Fund Tata | +5.38% | +6.24% | +5.62% | - | 0.0% | 0.06% | ₹6.0K Cr |
Ranked by trailing return (3Y where available, else 1Y). Manager attribution from fund disclosures. Returns, Sharpe, drawdown and TER are computed independently from AMFI NAVs - see methodology. No paid placement.