Kapil Malhotra
Fund Manager at Tata Mutual Fund
₹26,225 Cr
AUM
8
Schemes
About Kapil Malhotra
- Fundamental analysis of publically listed equities across sectors using the bottom-up approach, rating companys' stock in terms of Buy/Sell/Hold - Worked across sectors (but not limited to) Pharma, IT, BFSI, Paints, FMCG, Oil & Gas, QSRs & Speciality Chemicals. - Shareholder Value Creation: Consulting managements with a 360-degree view to help them create long term sustainable and risk-adjusted value for all stakeholders - Valuation of Public & Private Companies, and helping investors/organisations to make profitable investment decisions - Investment Banking: Mergers & Acquisitions, Advisory, Spin-Off, Buy-Backs etc. - Hands-on experience in strategy, marketing, operations and general management
Funds managed by Kapil Malhotra
All Funds
Equity
| Name | Expense Ratio | Exit Load | Fund size | 1Y  |
|---|---|---|---|---|
| Tata India Innovation Fund Direct Growth Very High Risk | 0.48% | 1.00% | ₹1745.25 Cr | - |
| Tata Business Cycle Fund Direct Growth Very High Risk | 0.51% | 1.00% | ₹2867.21 Cr | 11.7% |
| Tata Large Cap Fund Direct Growth Very High Risk | 1.03% | 1.00% | ₹2414.91 Cr | 10.8% |
| Tata Digital India Fund Direct Growth Very High Risk | 0.4% | 0.25% | ₹12962.64 Cr | 19.9% |
| Tata Dividend Yield Fund Direct Growth Very High Risk | 0.71% | 1.00% | ₹966.53 Cr | 8.0% |
| Tata Housing Opportunities Fund Direct Growth Very High Risk | 0.71% | 1.00% | ₹566.57 Cr | 5.6% |
| Tata Multicap Fund Direct Growth Very High Risk | 0.49% | 1.00% | ₹3156.80 Cr | 6.6% |
| Tata Focused Equity Fund Direct Growth Very High Risk | 0.62% | 1.00% | ₹1867.56 Cr | 10.4% |
Experience
Investment Analyst
Tata Mutual Fund
Investment Banker
TRUST
Equity Research Analyst
Emerge Capital LLP
Equity Research Analyst
First Water Capital
Business Head
SHK India Private Limited
Education
Indian Institute of Management Bangalore, MBA.
Brunel University London, Bachelor of Science - BS, International Business.
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