Amit Somani

Fund manager at Tata Mutual Fund

Qualifications: B.Com; PGDBMLinkedIn profile of Amit Somani (opens in a new tab)

Amit Somani manages 20 mutual fund schemes at Tata Mutual Fund with combined assets of ₹1.07 lakh Cr. The largest are Tata Money Market Reg Gr, Tata Liquid Reg Gr and Tata Balanced Advantage Reg Gr.

AUM of schemes managed
₹1.07 lakh Cr
Co-managed schemes count in full
Schemes
20
Fund house
Tata Mutual Fund
Largest category
Debt · 80%

Where the money sits

Share of assets managed, by fund category.

  • Debt80% · 12 schemes
  • Hybrid20% · 7 schemes
  • Equity0% · 1 scheme

Funds managed by Amit Somani

Mutual fund schemes managed by Amit Somani, with AUM, expense ratio and 1, 3 and 5 year returns
Tata Money Market Reg GrMoney Market Fund · Low to Moderate RiskAUM₹34,511 CrExpense0.40%1Y6.29%3Y7.23%5Y6.61%
Tata Liquid Reg GrLiquid Fund · Low to Moderate RiskAUM₹32,370 CrExpense0.33%1Y6.36%3Y6.82%5Y6.27%
Tata Balanced Advantage Reg GrDynamic Asset Allocation or Balanced Advantage · High RiskAUM₹8,539 CrExpense1.88%1Y-2.84%3Y5.90%5Y6.40%
Tata Ultra S/T Reg GrUltra Short Duration Fund · Moderate RiskAUM₹6,495 CrExpense1.10%1Y6.04%3Y6.61%5Y5.92%
Tata Multi Asset Allocation Reg GrMulti Asset Allocation · Very High RiskAUM₹5,242 CrExpense1.93%1Y-1.08%3Y10.13%5Y9.26%
Tata Overnight Reg GrOvernight Fund · Low RiskAUM₹4,571 CrExpense0.21%1Y5.16%3Y5.93%5Y5.64%
Tata Aggressive Hybrid Reg GrAggressive Hybrid Fund · Very High RiskAUM₹4,069 CrExpense2.24%1Y-4.25%3Y6.36%5Y6.20%
Tata Short Term Bond Reg GrShort Duration Fund · Moderate RiskAUM₹2,926 CrExpense1.11%1Y3.55%3Y6.21%5Y5.39%
Tata Corporate Bond Reg GrCorporate Bond Fund · Moderate RiskAUM₹2,805 CrExpense0.83%1Y3.51%3Y6.57%5Y–
Tata Retirement Saving Mod GrRetirement Fund · Very High RiskAUM₹2,251 CrExpense2.17%1Y0.38%3Y9.49%5Y7.41%
Tata CRISIL IBX Glt Idx-Apr26 Reg GrIndex Funds · Low RiskAUM₹793 CrExpense0.35%1Y6.49%3Y7.01%5Y–
Tata Nifty SDL P AAA PSU Bond Dec27 60:40 Index Reg GrIndex Funds · Low to Moderate RiskAUM₹646 CrExpense0.45%1Y4.76%3Y7.16%5Y–
Titanium Hybrid Long-Short Reg GrAggressive Hybrid Fund · Very High RiskAUM₹587 CrExpense2.73%1Y–3Y–5Y–
Titanium Equity Long-Short Reg GrSectoral/ Thematic · Very High RiskAUM₹276 CrExpense3.34%1Y–3Y–5Y–
Tata Income Pl Arbtrg Actv FOF Reg GrFoF (Overseas/Domestic) · Moderate RiskAUM₹272 CrExpense0.58%1Y4.53%3Y–5Y–
Tata Retirement Saving Cnsrv GrRetirement Fund · Moderately High riskAUM₹171 CrExpense2.18%1Y0.65%3Y5.94%5Y4.82%
TATA Nifty G-SEC Dec 2029 Idx Reg GrIndex Funds · Moderate RiskAUM₹133 CrExpense0.42%1Y3.42%3Y7.24%5Y–
TATA Nifty G-Sec Dec 2026 Idx Reg GrIndex Funds · Low to Moderate RiskAUM₹73 CrExpense0.40%1Y5.27%3Y6.96%5Y–
Tata Corporate Bond Sgtd Ptf 1 Reg GrOther · Moderate RiskAUM₹12 CrExpense–1Y116.54%3Y–5Y–
Tata CRISIL-IBX FS 3-6 MthsDbtIdxRgGrIndex Funds · Low to Moderate RiskAUM–Expense–1Y–3Y–5Y–

These are each scheme's returns for the plan shown, not Amit Somani's personal track record: a manager may not have run a scheme for the whole period. “–” means the scheme has no return for that period yet, usually because it is younger. AUM is each scheme's total, including assets run by its co-managers. Past returns do not guarantee future returns.

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Amit Somani: frequently asked questions

Which mutual funds does Amit Somani manage?

Amit Somani manages 20 mutual fund schemes at Tata Mutual Fund. The largest by assets are Tata Money Market Reg Gr (₹34,511 Cr), Tata Liquid Reg Gr (₹32,370 Cr) and Tata Balanced Advantage Reg Gr (₹8,539 Cr). The full list, with returns, expense ratio and risk level for each scheme, is on this page.

How much money does Amit Somani manage?

The schemes Amit Somani manages or co-manages hold ₹1.07 lakh Cr in total. A co-managed scheme counts in full for each of its managers, so this is the size of the schemes Amit Somani is named on, not money managed alone.

Which fund house does Amit Somani work for?

Amit Somani is a fund manager at Tata Mutual Fund. Other fund managers at Tata Mutual Fund include Harsh Dave, Dhawal Joshi and Murthy Nagarajan.

What are Amit Somani's qualifications?

Amit Somani's listed qualifications are B.Com; PGDBM.