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.

What Kapil Menon's schemes hold^{(Apr 2024 – Jun 2025)}

What Kapil Menon's schemes hold in Jun 2025. Tick up to 2 to plot them.
Plot	329 companies ·	₹ Cr
	GOLD PHYSICAL PURITY 995	728
	HDFC Bank	360
	Reliance Industries	291
	ICICI Bank	244
	SILVER PHYSICAL PURITY 999	228
	Bharti Airtel Limited	147
	Infosys	141
	Larsen and Toubro	128
	Bombay Stock Exchange Limited BSE	119
	Mahindra and Mahindra Limited	108
	Tata Consultancy Services	106
	Max Healthcare Institute Limited	88.2
	ITC	84.2
	Axis Bank	82.7
	Kotak Mahindra Bank Limited	77
	Interglobe Aviation Limited	76.2
	HDFC Asset Management Co Ltd	75.5
	State Bank of India	73.9
	Indian Hotels Co	73.8
	Bajaj Finance Limited	65.1
	Eternal Limited	59.2
	Max Financial Services Limited	57.8
	Jubilant Foodworks Limited	57.8
	Coforge Limited	56.8
	HCL Technologies	55.6
	Solar Industries India	55.3
	Persistent Systems	52.4
	MARUTI SUZUKI INDA LIMITED	52.1
	Tata Motors	51.7
	GMR Airport Ltd	46.1
	Suzlon Energy Limited	45.6
	Bharat Electronics	45.4
	Hindustan Unilever	44.3
	Sun Pharmaceutical Ind Ltd	44.2
	One 97 Communications Limited	43.7
	UltraTech Cement Limited	42.6
	Dixon Technologies India Limited	42.5
	Trent	42.5
	Indian Railway Catering And Tourism Corp Ltd	42.3
	PB Fintech Limited	41.8
	Tech Mahindra	39.8
	Titan Co Ltd	39
	Multi Commodity Exchange of India Limited	38.8
	Tata Steel Limited	37.7
	NTPC	37
	SRF	36.2
	Lupin	35.9
	Fortis Healthcare Limited	35.4
	SBI Cards and Payment Services Limited	33.1
	Mazagon Dock Shipbuilders Limited	32.7

GOLD PHYSICAL PURITY 995
HDFC Bank

Market value of each ticked company across the schemes Kapil Menon runs, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.
Month	GOLD PHYSICAL PURITY 995	HDFC Bank
Jun 2024	₹132 Cr	₹230 Cr
Jul 2024	₹156 Cr	₹223 Cr
Aug 2024	₹175 Cr	₹229 Cr
Sept 2024	₹194 Cr	₹244 Cr
Oct 2024	₹246 Cr	₹255 Cr
Nov 2024	₹281 Cr	₹279 Cr
Dec 2024	₹306 Cr	₹278 Cr
Jan 2025	₹364 Cr	₹272 Cr
Feb 2025	₹443 Cr	₹279 Cr
Mar 2025	₹500 Cr	₹327 Cr
Apr 2025	₹583 Cr	₹341 Cr
May 2025	₹641 Cr	₹350 Cr
Jun 2025	₹728 Cr	₹360 Cr

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

Allocation^{(Jun 2025)}

Market cap

		% of AUM
Large Cap	80	53.92

Mid Cap	125	24.50

Small Cap	120	6.07

Other equity	1	0.59

Gold & silver	3	15.00

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 Menon bought and sold^{(Jul 2024 – Jun 2025)}

What Kapil Menon 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.