Fund manager · Tata

Kapil Menon

Runs no scheme today.

Fund house
TataThey run their schemes at Tata.
AUM they run
None today
Schemes
0 now · 21 beforeSchemes they run now, as main or co-manager, and ones they ran before, since Mar 2025.
Experience
Not publishedTheir fund house's documents give no figure for it yet.

Profile

About

Their fund house's documents give no profile for them yet.

Schemes now0

None today; their last ended in Jul 2025.

AUM they run^{(Apr 2024 – Jun 2025)}

AUM at month end each month, and its change on the month before
12 months	₹ Cr	Change
Jun 2025	6,380	+7.4%
May 2025	5,938	+6.0%
Apr 2025	5,600	+43.8%
Mar 2025	3,893	+10.1%
Feb 2025	3,535	−2.8%
Jan 2025	3,635	+16.1%
Dec 2024	3,132	+4.6%
Nov 2024	2,994	+6.6%
Oct 2024	2,810	−0.5%
Sept 2024	2,823	+5.2%
Aug 2024	2,683	+5.1%
Jul 2024	2,552	+9.0%

AUM at month end, Jun 2025

₹6,380

+150.0% since Jul 2024

Fig. 1.The AUM of the schemes Kapil Menon 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^{(Apr 2024 – now)}

Tata20252026

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^{(Apr 2024 – now)}

Tata

since Apr 2024

Tata BSE Quality Index Fund
Fund managerApr 2025—Jul 20254mIndex Funds

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

Performance^{(21 schemes)}

Growth · Direct plans, Regular before 2013

Return as manager: +12.22%
Beat peers: 9 of 13
vs peers: +1.16 pt
Longest run: 1.2 years
Beat benchmark: Upcoming

Each scheme Kapil Menon ran, against its peers and benchmark over the same months. Source: AMFI. Click a column's header to sort by it.

Tata BSE Sensex Index Fund	Apr '24–Jul '25 · 1.2y	+11.49%	+10.33%	+1.16 pt	–	–
Tata Nifty 50 Index Fund	Apr '24–Jul '25 · 1.2y	+11.96%	+10.33%	+1.63 pt	–	–
Tata Nifty India Digital Exchange Traded Fund	Apr '24–Jul '25 · 1.2y	+14.58%	+11.67%	+2.92 pt	–	–
Tata Nifty 50 Exchange Traded Fund	Apr '24–Jul '25 · 1.2y	+12.22%	+11.67%	+0.55 pt	–	–
Tata Nifty Midcap 150 Momentum 50 Index Fund	Apr '24–Jul '25 · 1.2y	+13.11%	+10.33%	+2.78 pt	–	–
Tata Nifty Private Bank Exchange Traded Fund	Apr '24–Jul '25 · 1.2y	+15.57%	+11.67%	+3.91 pt	–	–
Tata Gold Exchange Traded Fund	Apr '24–Jul '25 · 1.2y	+31.85%	+32.36%	−0.51 pt	–	–
Tata Silver Exchange Traded Fund	Apr '24–Jul '25 · 1.2y	+31.62%	+11.67%	+19.95 pt	–	–
Tata Nifty MidSmall Healthcare Index Fund	Apr '24–Jul '25 · 1.2y	+22.23%	+10.62%	+11.61 pt	–	–
Tata Nifty500 Multicap Infrastructure 50 30 20 Index Fund	Apr '24–Jul '25 · 1.2y	+8.74%	+10.64%	−1.89 pt	–	–
Tata Nifty Auto Index Fund	Apr '24–Jul '25 · 1.2y	+5.42%	+10.64%	−5.22 pt	–	–
Tata Nifty Realty Index Fund	Apr '24–Jul '25 · 1.2y	+0.28%	+10.64%	−10.35 pt	–	–
Tata Nifty500 Multicap India Manufacturing 50 30 20 Index Fund	Apr '24–Jul '25 · 1.2y	+11.07%	+10.62%	+0.45 pt	–	–
Tata Nifty India Tourism Index Fund	Jul '24–Jul '25 · 0.9y	+5.74%	+3.76%	+1.97 pt	–	–
Tata Nifty200 Alpha 30 Index Fund	Sep '24–Jul '25 · 0.8y	−8.24%	+3.24%	−11.47 pt	–	–
Tata Nifty Capital Markets Index Fund	Oct '24–Jul '25 · 0.7y	+29.19%	+5.36%	+23.82 pt	–	–
Tata Nifty India Digital ETF Fund of Fund	Dec '24–Jul '25 · 0.6y	−3.88%	+7.23%	−11.10 pt	–	–
Tata BSE Select Business Groups Index Fund	Dec '24–Jul '25 · 0.5y	+3.81%	+4.71%	−0.90 pt	–	–
Tata Nifty Financial Services Index Fund	Mar '25–Jul '25 · 0.3y	+18.08%	+15.91%	+2.17 pt	–	–
Tata BSE Quality Index Fund	Apr '25–Jul '25 · 0.2y	+19.03%	+13.49%	+5.53 pt	–	–
Tata Nifty Midcap 150 Index Fund	Jun '25–Jul '25 · 0.0y	+1.43%	+1.00%	+0.43 pt	–	–

Fig. 1.Each scheme Kapil Menon ran, against its peers and benchmark over the same months. Source: AMFI.