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
- ₹ 20046.54 CrTotal Fund Size
- 15.69%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) | 2667.69 | 2.91% | 14.02% | - | 0.9% |
| Tata Digital India Fund - Direct (G) | 9196.15 | -6.97% | 9.11% | 7.06% | 0.69% |
| Tata Dividend Yield Fund - Direct (G) | 1097.65 | 10.78% | 15.69% | 15.05% | 0.76% |
| Tata Focused Fund - Direct (G) | 1760.25 | 2.02% | 12.29% | 12.46% | 0.86% |
| Tata Housing Opportunities Fund - Direct (G) | 482.27 | -0.39% | 10.29% | - | 1.19% |
| Tata India Innovation Fund - Direct (G) | 1387.1 | 5.24% | - | - | 0.86% |
| Tata Multicap Fund - Direct (G) | 3455.43 | 10.54% | 12.34% | - | 0.71% |
