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
- ₹ 18643.84 CrTotal Fund Size
- 20.49%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) | 2366.34 | 5.52% | 19.23% | - | 0.59% |
| Tata Digital India Fund - Direct (G) | 9238.58 | -1.45% | 12.6% | 10.76% | 0.56% |
| Tata Dividend Yield Fund - Direct (G) | 916.45 | 15.61% | 20.49% | - | 0.65% |
| Tata Focused Fund - Direct (G) | 1600.99 | 5.94% | 16.29% | 15.04% | 0.72% |
| Tata Housing Opportunities Fund - Direct (G) | 419.09 | 4.66% | 13.82% | - | 0.82% |
| Tata India Innovation Fund - Direct (G) | 1248.44 | 4.61% | - | - | 0.68% |
| Tata Multicap Fund - Direct (G) | 2853.95 | 14.11% | 15.64% | - | 0.5% |
