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
- ₹ 23324.22 CrTotal Fund Size
- 19.71%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) | 2876.13 | 4.61% | 18.38% | - | 0.51% |
| Tata Digital India Fund - Direct (G) | 12084.9 | -9.78% | 16.98% | 15.26% | 0.43% |
| Tata Dividend Yield Fund - Direct (G) | 1027.02 | 13.79% | 19.71% | - | 0.53% |
| Tata Focused Fund - Direct (G) | 1881.41 | 5.18% | 16.5% | 16.59% | 0.64% |
| Tata Housing Opportunities Fund - Direct (G) | 529.53 | 3.01% | 16.35% | - | 0.73% |
| Tata India Innovation Fund - Direct (G) | 1697.84 | -0.58% | - | - | 0.56% |
| Tata Multicap Fund - Direct (G) | 3227.39 | 7.07% | - | - | 0.4% |
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