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
- ₹ 21236.03 CrTotal Fund Size
- 14.09%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) | 2602.35 | -0.19% | 10.96% | 14.09% | 0.89% |
| Tata Digital India Fund - Direct (G) | 10322 | -13.24% | 4% | 3% | 0.67% |
| Tata Dividend Yield Fund - Direct (G) | 1156.5 | 8.63% | 13.8% | 13.22% | 0.76% |
| Tata Focused Fund - Direct (G) | 1755.1 | -5.79% | 8.54% | 9.11% | 0.9% |
| Tata Housing Opportunities Fund - Direct (G) | 478.37 | -4.52% | 6.78% | - | 1.16% |
| Tata India Innovation Fund - Direct (G) | 1345.73 | 0.66% | - | - | 0.94% |
| Tata Multicap Fund - Direct (G) | 3575.98 | 5.23% | 9.4% | - | 0.78% |
