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Kapil Malhotra

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Fund Manager at Tata Mutual Fund

₹19,610 Cr

AUM

7

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

NameExpense RatioExit LoadFund size
1Y
Tata Business Cycle Fund Direct Growth

Very High Risk

0.41%1.00%₹2200.75 Cr54.1%
Tata Large Cap Fund Direct Growth

Very High Risk

1.12%1.00%₹2103.32 Cr34.8%
Tata Digital India Fund Direct Growth

Very High Risk

0.38%0.25%₹9460.81 Cr36.0%
Tata Dividend Yield Fund Direct Growth

Very High Risk

0.5%1.00%₹889.11 Cr44.8%
Tata Housing Opportunities Fund Direct Growth

Very High Risk

0.67%1.00%₹565.65 Cr39.5%
Tata Multicap Fund Direct Growth

Very High Risk

0.3%1.00%₹2933.77 Cr31.3%
Tata Focused Equity Fund Direct Growth

Very High Risk

0.62%1.00%₹1692.74 Cr37.8%

Experience

Investment Analyst

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Tata Mutual Fund

Investment Banker

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TRUST

Equity Research Analyst

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Emerge Capital LLP

Equity Research Analyst

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First Water Capital

Business Head

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SHK India Private Limited

Education

Indian Institute of Management Bangalore, MBA.

Brunel University London, Bachelor of Science - BS, International Business.