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
- 13.45%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 | -1.88% | 10.28% | 13.45% | 0.92% |
| Tata Digital India Fund - Direct (G) | 10322 | -13.6% | 3.53% | 2.29% | 0.67% |
| Tata Dividend Yield Fund - Direct (G) | 1156.5 | 6.75% | 13.1% | 13.11% | 0.78% |
| Tata Focused Fund - Direct (G) | 1755.1 | -6.12% | 8.67% | 9.23% | 0.93% |
| Tata Housing Opportunities Fund - Direct (G) | 478.37 | -3.04% | 6.69% | - | 1.1% |
| Tata India Innovation Fund - Direct (G) | 1345.73 | 0.73% | - | - | 0.97% |
| Tata Multicap Fund - Direct (G) | 3575.98 | 3.99% | 9.24% | - | 0.8% |
