Understanding Shashi Tharoor's Mutual Fund Investments

This information breaks down the mutual fund investments of Shashi Tharoor, a member of the Indian Parliament, as of March 2024. He has invested a total of Rs 1.72 crore across 23 different mutual fund schemes.

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Diversification Across Different Mutual Fund Companies

Instead of putting all his money in one place, Mr. Tharoor has spread his investments across various mutual fund companies. This is a common strategy to manage risk. Here's a look at his investments grouped by company:

• Franklin Templeton Mutual Fund: He holds five schemes with a total value of Rs 33.7 lakh. These include funds focused on balanced advantage, tax saving, and focused equity strategies.
• HDFC Mutual Fund: He has invested in four schemes totaling Rs 32.68 lakh. These cover areas like credit risk debt, tax saving, and flexi-cap options.
• ICICI Prudential Mutual Fund: Three schemes are part of his portfolio here, amounting to Rs 38.69 lakh. These investments focus on multi-cap, balanced advantage, and pharma & healthcare sectors.
• Other Companies: The remaining investments are spread across Axis, Mirae Asset, Kotak, SBI, Quant, Edelweiss, and UTI with varying amounts and investment objectives.

Detailed View of Investments

For a more detailed understanding, let's look at the specific schemes and their values:

Scheme	Amount (Rs)
Axis ELSS Tax Saver Fund (G)	826,958
Axis ELSS Tax Saver Fund - IDCW	343,326
Edelweiss MSCI India Domestic & World Health Care 45 Index Fund - Reg (G)	501,050
Edelweiss US Technology Equity FoF -Reg (G)	455,743
Franklin India Feeder - Franklin U.S. Opportunities Fund(G)	372,322
Franklin India Balanced Advantage Fund - Reg (G)	757,115
Franklin India ELSS Tax Saver Fund (G)	698,106
Franklin India ELSS Tax Saver Fund - IDCW	220,777
Franklin India Focused Equity Fund - (G)	1,401,945
HDFC Credit Risk Debt Fund - Reg (G)	1,578,489
HDFC ELSS Tax Saver Fund - Reg (G)	215,739
HDFC Flexi Cap Fund - Reg (G)	1,319,401
HDFC Flexi Cap Fund - IDCW	145,570
ICICI Pru Multicap Fund	1,400,540
ICICI Prudential Balanced Advantage Fund - (G)	1,341,298
ICICI Prudential Pharma and Healthcare and Diagnostics Fund -(G)	1,128,322
Kotak Flexi Cap Fund - Reg (G)	1,036,212
Mirae Asser ELSS Tax Saver Fund - Reg (G)	195,525
Mirae Asset Large & mid cap Fund - Reg (G)	1,132,376
Quant ELSS Tax Saver Fund - (G)	147,801
SBI Balanced Advantage Fund - Reg (G)	755,286
SBI Multicap Fund - Reg (G)	132,110
UTI Nifty Next 50 Index Fund (G)	1,145,702

(Values as of March 31, 2024)

• Shashi Tharoor has a diversified mutual fund portfolio with investments across various asset classes and sectors.
• He invests in schemes from leading mutual fund companies in India.
• His portfolio includes a mix of growth-oriented and tax-saving schemes.

Disclaimer: This information is for educational purposes only and should not be considered financial advice.