Fundalysisby DARKHORSESTOCKS

Fund manager · Tata

Kapil Malhotra

Fund Manager/ Research Analyst at Tata. Runs 3 schemes worth ₹10,758 Cr.

  • Fund house

    TataThey run their schemes at Tata.

  • AUM they run

    ₹10,758 CrThe AUM of the schemes they run, as main or co-manager, at the latest month's end, as AMFI reports it. A scheme two people run counts for both.

  • Schemes

    3 now · 0 beforeSchemes they run now, as main or co-manager, and ones they ran before, since Jul 2025.

  • Experience

    16 years16

Profile(Tata's SAI, 30 Jun 2026)

About

Role
Fund Manager/ Research Analyst
Studied
MBA (PGPEM) from Indian Institute of Management, Bangalore, B.Sc (Hons) in Business and Administration, Brunel University, London, U.K
Age
39 years
Experience
16

Schemes now3

  1. Tata Large Mid Cap Fund₹7,254 Cr
  2. Tata Banking Financial Services Fund₹3,053 Cr
  3. Tata Housing Opportunities Fund₹451 Cr

AUM they run(Nov 2019 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 202610,758−6.1%
Aug 202611,459−1.0%
Jul 202611,575+0.3%
Jun 202611,540+2.1%
May 202611,299−0.2%
Apr 202611,322+10.8%
Mar 202610,218−14.2%
Feb 202611,908+0.6%
Jan 202611,831−4.8%
Dec 202512,423−0.6%
Nov 202512,4970.0%
Oct 202512,493+38.3%
AUM at month end, Sept 2026
₹10,758 Cr
−13.9% since Oct 2025
Fig. 1.The AUM of the schemes Kapil Malhotra ran at each month's end, each only in the months they ran it, ₹ crore. A scheme two people run counts in full for both. Source: AMFI.

Schemes over time(Nov 2019 – now)

  1. Large Mid Cap Fund
  2. Housing Opportunities Fund
  3. Banking Financial Services Fund
Tata2020202120222023202420252026
Fig. 1.The schemes they ran when, the oldest first: each from the date its fund house gives, or the first document listing them where it gives none, to when they left, coloured by fund house.

Schemes(Nov 2019 – now)

Tata

3 now · since Nov 2019
  1. Tata Large Mid Cap Fund
    Co-managerNov 2019—7y₹7,254 CrLarge & Mid CapTER 0.78%
  2. Tata Banking Financial Services Fund
    Fund managerOct 2025—1y 1m₹3,053 CrSectoral / ThematicTER 0.93%

Source.Each scheme's Scheme Summary Document at AMFI and its filings at NSE.

Performance(3 schemes)

Growth · Direct plans

Return as manager
−0.19%
Beat peers
0 of 3
vs peers
−3.38 pt
Longest run
6.9 years
Beat benchmark
Upcoming
Each scheme Kapil Malhotra ran, against its peers and benchmark over the same months. Source: AMFI. Click a column's header to sort by it.
Tata Large Mid Cap Fund
Nov '19–now · 6.9y
+12.76%+16.14%−3.38 pt––
Tata Housing Opportunities Fund
Jul '25–now · 1.3y
−5.94%+0.64%−6.58 pt––
Tata Banking Financial Services Fund
Oct '25–now · 1.0y
−0.19%+1.63%−1.83 pt––
Fig. 1.Each scheme Kapil Malhotra ran, against its peers and benchmark over the same months. Source: AMFI.

Works with(3 now)

  1. Aditya BagulHousing Opportunities Fund1 scheme
  2. Chandraprakash PadiyarLarge Mid Cap Fund1 scheme
  3. Murthy NagarajanHousing Opportunities Fund1 scheme

Career(Apr 2009 – now)

Tata Asset Management Private Limited: From

  1. Position not stated
    Dec 2023—2y 11m

Fund Manager, reporting to CIO - Equities From

  1. Position not stated
    Jan 2023—Dec 20231y

Research Analyst, reporting to CIO - Equities Trust Financial Consultancy Services Pvt. Ltd.: From

  1. Position not stated
    Dec 2020—Jan 20232y 2m

Associate Vice President, Equity Advisory, reporting to Chief Executive Officer Avvanti Advisors Pvt. Ltd.: From

  1. Position not stated
    Jul 2020—Nov 20205m

Senior Equity Research Analyst, Investments- Equity, reporting to Partner SHK India Private Limited: From

  1. Position not stated
    Apr 2009—Mar 20189y

Source.Tata's Statement of Additional Information, as of 30 Jun 2026.