Kapil Malhotra
Fund manager at Tata
Kapil Malhotra is named on 2 schemes at Tata. Of the 2 ranked with a three-year record, 3-year CAGR runs from 10.1% (Tata Banking & Financial Services Fund - Direct Plan - Growth Option) down to 6.0% (Tata Large & Mid Cap Fund - Direct Plan - Growth Option), across Sectoral/ Thematic, Large & Mid Cap Fund. Returns are computed from AMFI NAV history and are net of expenses; the roles and dates come from Tata's SEBI filings.
Background
- Qualifications
- MBA (PGPEM) from Indian Institute of Management, Bangalore, B.Sc (Hons) in Business and Administration, Brunel University, London, U.K
Funds Kapil Malhotra manages
2Ranked by 3Y CAGR. Schemes without a three-year record yet are not listed. Open a fund for NAV history, rolling returns, risk metrics and peer rank.
| 1 | Tata Banking & Financial Services Fund | ★★★☆☆ | +0.8% | +10.1% | +11.1% | 0.93% | ₹3,027Cr |
| 2 | Tata Large & Mid Cap Fund | ★★☆☆☆ | -5.6% | +6.0% | +8.7% | 0.78% | — |
NAV data as of 29 Sep 2026. Role, qualifications and tenure are disclosures from Tata’s Scheme Information Documents and Statement of Additional Information — SEBI filings, not our assessment of anyone. Returns are computed from AMFI NAV history; see our methodology. A fund’s performance is not attributable to one person, and nothing here is investment advice.