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
- ₹ 20178.98 CrTotal Fund Size
- 19.2%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) | 2637.21 | 3.89% | 18.3% | - | 0.77% |
| Tata Digital India Fund - Direct (G) | 9697.35 | -19.15% | 7.68% | 9.01% | 0.6% |
| Tata Dividend Yield Fund - Direct (G) | 1043.89 | 11.94% | 19.2% | - | 0.85% |
| Tata Focused Fund - Direct (G) | 1745.41 | 1.47% | 14.53% | 14.63% | 0.89% |
| Tata Housing Opportunities Fund - Direct (G) | 476.11 | 2.23% | 12.39% | - | 0.9% |
| Tata India Innovation Fund - Direct (G) | 1363.3 | 2.03% | - | - | 0.84% |
| Tata Multicap Fund - Direct (G) | 3215.71 | 9.88% | 14.65% | - | 0.64% |
