Background
- Qualifications
- MFM (Master’s degree in financial management), BAF (Bachelor of & Finance) B.Com
Funds Kapil Menon manages
5Named on 19 schemes; the 5 with a three-year record are ranked by 3Y CAGR. Open a fund for NAV history, rolling returns, risk metrics and peer rank.
| 1 | Tata Nifty Midcap 150 Momentum 50 Index Fund | ★★★☆☆ | +2.6% | +17.2% | — | 0.94% | ₹1,145Cr |
| 2 | Tata Nifty India Digital ETF Fund of Fund | ★★★☆☆ | -4.2% | +12.8% | — | 0.14% | ₹110.75Cr |
| 3 | Tata Nifty 50 Exchange Traded Fund | ★★★☆☆ | -2.3% | +9.0% | +9.2% | 0.09% | ₹703.82Cr |
| 4 | Tata Nifty 50 Index Fund | ★★★☆☆ | -2.5% | +8.8% | +9.0% | 0.27% | ₹1,626Cr |
| 5 | Tata BSE Sensex Index Fund | ★★☆☆☆ | -4.6% | +6.9% | +7.9% | 0.33% | ₹393.49Cr |
NAV data as of 20 Aug 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. 14 of the 19 scheme assignments come from another of the house’s filings naming them rather than from that scheme’s own document, so that list may be incomplete. 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.