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

What Kapil Malhotra's schemes hold^{(Nov 2019 – Sept 2026)}

What Kapil Malhotra's schemes hold in Sept 2026. Tick up to 2 to plot them.
Plot	99 companies ·	₹ Cr
	HDFC Bank	1,016
	ICICI Bank	653
	State Bank of India	632
	IDFC Bank Limited	401
	Varun Beverages Limited	302
	Bharti Airtel Limited	295
	Godrej Properties	284
	Reliance Industries	273
	SBI Cards and Payment Services Limited	266
	Tega Industries Limited	253
	PI Industries Ltd	245
	Kotak Mahindra Bank Limited	244
	Wockhardt	207
	Axis Bank	206
	Bharat Forge	199
	Mahindra Mahindra Financial Services Ltd	186
	Godrej Industries	181
	Larsen and Toubro	162
	Tata Communications	157
	PB Fintech Limited	144
	Madras Cements	140
	Bajaj Finance Limited	137
	ACC	135
	Elantas Beck India Limited	130
	Sudarshan Chemical Industries Limited	130
	Adani Energy Solutions Limited	130
	United Breweries Limited	123
	SBI Life Insurance Co Ltd	114
	Abbott India Limited	109
	LIC Housing Finance	102
	Tube Investments of India Ltd	102
	UltraTech Cement Limited	99.5
	BASF India Limited	90.9
	Shriram Finance Limited	90.8
	One 97 Communications Limited	85.6
	Quess Corp Ltd	79.7
	PNB Housing Finance Limited	78.3
	Fortis Healthcare Limited	76.9
	NETWORK PEOPLE SERVICES TECHNOLOGIES LTD	75.9
	Multi Commodity Exchange of India Limited	74.8
	Star Health Allied Insurance	68.7
	Devyani international limited	67.8
	National Stock Exchange Of India Ltd	65.6
	Mankind Pharma Limited	65.1
	PIRAMAL FINANCE LTD	65.1
	Tata Consultancy Services	64.4
	City Union Bank	63.3
	Akzo Nobel India Limited	62.6
	Onemi Technology Solutions Limited	62.1
	ITC	60.5

HDFC Bank
ICICI Bank

Market value of each ticked company across the schemes Kapil Malhotra runs, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.
Month	HDFC Bank	ICICI Bank
Sept 2025	₹869 Cr	₹335 Cr
Oct 2025	₹1,475 Cr	₹630 Cr
Nov 2025	₹1,489 Cr	₹666 Cr
Dec 2025	₹1,498 Cr	₹845 Cr
Jan 2026	₹1,404 Cr	₹852 Cr
Feb 2026	₹1,341 Cr	₹799 Cr
Mar 2026	₹1,105 Cr	₹699 Cr
Apr 2026	₹1,041 Cr	₹715 Cr
May 2026	₹977 Cr	₹630 Cr
Jun 2026	₹1,047 Cr	₹690 Cr
Jul 2026	₹1,007 Cr	₹709 Cr
Aug 2026	₹954 Cr	₹718 Cr
Sept 2026	₹1,016 Cr	₹653 Cr

Fig. 1.Market value of each ticked company across the schemes Kapil Malhotra runs, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.

Allocation^{(Sept 2026)}

Market cap

		% of AUM
Large Cap	25	43.80

Mid Cap	31	29.42

Small Cap	39	21.80

Unlisted	3	1.48

Other equity	1	0.076

Cash & others		3.42

Sectors

Companies

Fig. 2.What the schemes this manager runs hold, all together, by market cap, by sector and by company. Hover a slice or a row; click a slice to open it.

What Kapil Malhotra bought and sold^{(Oct 2025 – Sept 2026)}

What Kapil Malhotra bought and sold. Change in market value since the previous month, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.

Fig. 3.Change in market value since the previous month, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.