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Tata Mutual Fund - Fund Manager

Kapil Malhotra

Kapil Malhotra

Qualification: MBA (PGPEM) from Indian Institute of Management, Bangalore, B.Sc (Hons) in Business and Administration, Brunel University, London, U.K . Experience: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

Fund Name
Classification
Fund AUM (Cr.)
Tata Mid Cap Growth Fund - (G)
Equity: Mid Cap
3040.51
Tata Digital India Fund (G)
Equity: Sectoral : Thematic
9271.66
Tata Focused Equity Fund (G)
Equity: Focused
1587.75
Tata Dividend Yield Fund (G)
Equity: Dividend Yield
748.91
Tata Business Cycle Fund (G)
Equity: Sectoral : Thematic
1674.12
Tata Housing Opportunities Fund (G)
Equity: Sectoral : Thematic
520.81
Tata Multicap Fund - Regular (G)
Equity: Multi Cap
2814.08
Tata Multicap Fund - Regular (IDCW)
Equity: Multi Cap
2814.08
Tata Digital India Fund (IDCW) RI
Equity: Sectoral : Thematic
9271.66
Tata Focused Equity Fund (IDCW) RI
Equity: Focused
1587.75
Top Holdings - ConsoloidatedWts(%)
Infosys Ltd9.39%
Tata Consultancy Services Ltd7.47%
Tech Mahindra Ltd4.65%
HCL Technologies Ltd4.02%
LTIMindtree Ltd3.80%
Fund Name1M3M6M1Y3Y5YSince Inception
Tata Mid Cap Growth Fund - (G)
2.04%
11.59%
24.05%
44.12%
24.62%
22.15%
15.61%
Tata Digital India Fund (G)
3.44%
18.11%
22.59%
34.93%
19.78%
24.32%
19.79%
Tata Focused Equity Fund (G)
1.12%
12.31%
18.88%
28.68%
19.59%
N/A
18.49%
Tata Dividend Yield Fund (G)
0.36%
11.51%
19.15%
34.98%
N/A
N/A
17.98%
Tata Business Cycle Fund (G)
2.22%
12.31%
22.55%
36.21%
N/A
N/A
21.2%
Tata Housing Opportunities Fund (G)
0.2%
9.28%
17.69%
37.96%
N/A
N/A
25.72%
Tata Multicap Fund - Regular (G)
1.03%
7.79%
14.25%
N/A
N/A
N/A
28.43%
Tata Multicap Fund - Regular (IDCW)
1.03%
7.79%
14.25%
N/A
N/A
N/A
28.43%
Tata Digital India Fund (IDCW) RI
3.44%
18.11%
22.59%
34.93%
19.78%
24.32%
19.79%
Tata Focused Equity Fund (IDCW) RI
1.12%
12.31%
18.88%
28.68%
19.59%
N/A
18.49%
Fund Performance