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
- ₹ 22135.9 CrTotal Fund Size
- 20.25%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) | 2828.56 | 0.28% | 19.46% | - | 0.5% |
| Tata Digital India Fund - Direct (G) | 11202.9 | -9.62% | 15.37% | 20.25% | 0.44% |
| Tata Dividend Yield Fund - Direct (G) | 962.16 | 6.45% | 19.86% | - | 0.53% |
| Tata Focused Fund - Direct (G) | 1818.76 | 0.87% | 16.02% | 19.86% | 0.64% |
| Tata Housing Opportunities Fund - Direct (G) | 522.37 | -0.51% | 16.83% | - | 0.72% |
| Tata India Innovation Fund - Direct (G) | 1699.92 | - | - | - | 0.55% |
| Tata Multicap Fund - Direct (G) | 3101.23 | 1.31% | - | - | 0.4% |
