Kapil Malhotra
Biography: Tata Asset Management Private Limited From 19-Dec-2023 onwards Fund Manager for Overseas Investments, reporting to CIO - Equities From 04-Jan-2023 till 18-Dec-2023 Research Analyst, reporting to CIO - Equities Trust Financial Consultancy Services Pvt. Ltd. From 07-Dec-2020 till 03-Jan-2023 Associate Vice President, Equity Advisory, reporting to Chief Executive Officer Avvanti Advisors Pvt. Ltd. From 20-Jul-2020 till 30-Nov-2020 Senior Equity Research Analyst, Investments- Equity, reporting to Partner SHK India Private Limited From 01-Apr-2009 till 31-Mar-2018 Business Head, Reporting to Managing Director
Qualification: MBA (PGPEM) from Indian Institute of Management, Bangalore, B.Sc (Hons) in Business and Administration, Brunel University, London, U.K
- 7No. of Funds
- ₹ 19530.64 CrTotal Fund Size
- 13.28%Highest Return
Funds managed by Kapil Malhotra
| Fund Name | AUM (₹ Cr) | 1Y Return | 3Y Return | 5Y Return | Expense Ratio |
|---|---|---|---|---|---|
| Tata Business Cycle Fund - Direct (G) | 2415.57 | -9.05% | 9.72% | 12.18% | 0.92% |
| Tata Digital India Fund - Direct (G) | 9276.28 | -11.66% | 6.89% | 3.71% | 0.67% |
| Tata Dividend Yield Fund - Direct (G) | 1109.01 | 0.25% | 13.28% | 12.57% | 0.78% |
| Tata Focused Fund - Direct (G) | 1624.93 | -10.46% | 8.7% | 8.54% | 0.93% |
| Tata Housing Opportunities Fund - Direct (G) | 450.84 | -8.39% | 6.85% | - | 1.1% |
| Tata India Innovation Fund - Direct (G) | 1244.91 | -1.79% | - | - | 0.97% |
| Tata Multicap Fund - Direct (G) | 3409.1 | -0.72% | 9.64% | - | 0.8% |
