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
- ₹ 22631.08 CrTotal Fund Size
- 20.19%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) | 2698.78 | 8.32% | 18.65% | - | 0.58% |
| Tata Digital India Fund - Direct (G) | 11998.9 | -13.32% | 10.7% | 12.82% | 0.51% |
| Tata Dividend Yield Fund - Direct (G) | 1004.53 | 20.19% | 20.13% | - | 0.61% |
| Tata Focused Fund - Direct (G) | 1797.84 | 10.45% | 17.08% | 14.92% | 0.69% |
| Tata Housing Opportunities Fund - Direct (G) | 494.24 | 11.93% | 16.36% | - | 0.8% |
| Tata India Innovation Fund - Direct (G) | 1498.35 | 5.47% | - | - | 0.65% |
| Tata Multicap Fund - Direct (G) | 3138.44 | 17.05% | 14.87% | - | 0.47% |
