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
- ₹ 21166.28 CrTotal Fund Size
- 16.86%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) | 2633.73 | 4.68% | 14.56% | 16.06% | 0.9% |
| Tata Digital India Fund - Direct (G) | 10214.4 | -8.93% | 8.01% | 5.51% | 0.67% |
| Tata Dividend Yield Fund - Direct (G) | 1122.49 | 15.24% | 16.86% | 15.67% | 0.76% |
| Tata Focused Fund - Direct (G) | 1791.51 | -0.06% | 11.96% | 11.73% | 0.87% |
| Tata Housing Opportunities Fund - Direct (G) | 493.05 | 0.47% | 9.44% | - | 1.18% |
| Tata India Innovation Fund - Direct (G) | 1368.35 | 5.26% | - | - | 0.9% |
| Tata Multicap Fund - Direct (G) | 3542.75 | 11.09% | 12.34% | - | 0.77% |
