Funds Managed By kapil malhotra
Below is the list of funds managed by kapil malhotra. Investor can choose from these based on our ratings given to these funds and as per their investment need and risk appetite.
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Tata Large Cap Fund
Tata Large Cap Fund is an
Equityoriented mutual fund in the
Large Cap Fundscategory.
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As of 31 Aug 2023, fund size of Tata Large Cap Fund is
1,888.01 Cr. -
The average category Returns for Large Cap funds under Equity class are
11.72%per annum for the last 3 years. Category returns represent the average returns of all the funds from Large Cap fund category.
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Tata Large Cap Fund has given
11.91%annualized return for the last 3 years.
The funds SIP returns during the same period is 12.27%
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Tata Large Cap Fund has 4 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.
- Know more about Tata Large Cap Fund
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Tata Business Cycle Fund
Tata Business Cycle Fund is an
Equityoriented mutual fund in the
Sectoral Fundscategory.
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As of 31 Aug 2023, fund size of Tata Business Cycle Fund is
1,820.45 Cr. -
The average category Returns for Sectoral funds under Equity class are
14.39%per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.
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Tata Business Cycle Fund has given
17.31%annualized return for the last 3 years.
The funds SIP returns during the same period is 15.72%
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At present Tata Business Cycle Fund has not been rated by us.
- Know more about Tata Business Cycle Fund
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Tata Focused Equity Fund
Tata Focused Equity Fund is an
Equityoriented mutual fund in the
Focused Fundscategory.
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As of 31 Aug 2023, fund size of Tata Focused Equity Fund is
1,610.56 Cr. -
The average category Returns for Focused funds under Equity class are
13.17%per annum for the last 3 years. Category returns represent the average returns of all the funds from Focused fund category.
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Tata Focused Equity Fund has given
13.38%annualized return for the last 3 years.
The funds SIP returns during the same period is 13.63%
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At present Tata Focused Equity Fund has not been rated by us.
- Know more about Tata Focused Equity Fund
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Tata Dividend Yield Fund
Tata Dividend Yield Fund is an
Equityoriented mutual fund in the
Dividend Yield Fundscategory.
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As of 31 Aug 2023, fund size of Tata Dividend Yield Fund is
780.55 Cr. -
The average category Returns for Dividend Yield funds under Equity class are
17.02%per annum for the last 3 years. Category returns represent the average returns of all the funds from Dividend Yield fund category.
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Tata Dividend Yield Fund has given
13.17%annualized return for the last 3 years.
The funds SIP returns during the same period is 11.32%
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At present Tata Dividend Yield Fund has not been rated by us.
- Know more about Tata Dividend Yield Fund
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Tata Digital India Fund
Tata Digital India Fund is an
Equityoriented mutual fund in the
Sectoral Fundscategory.
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As of 31 Aug 2023, fund size of Tata Digital India Fund is
9,702.09 Cr. -
The average category Returns for Sectoral funds under Equity class are
14.39%per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.
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Tata Digital India Fund has given
10.92%annualized return for the last 3 years.
The funds SIP returns during the same period is 18.95%
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At present Tata Digital India Fund has not been rated by us.
- Know more about Tata Digital India Fund
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Tata Housing Opportunities Fund
Tata Housing Opportunities Fund is an
Equityoriented mutual fund in the
Sectoral Fundscategory.
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As of 31 Aug 2023, fund size of Tata Housing Opportunities Fund is
525.01 Cr. -
The average category Returns for Sectoral funds under Equity class are
14.39%per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.
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At present Tata Housing Opportunities Fund has not been rated by us.
- Know more about Tata Housing Opportunities Fund
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Tata Multicap Fund
Tata Multicap Fund is an
Equityoriented mutual fund in the
Flexi Cap Fundscategory.
The Flexi-cap funds are one the most versatile funds suitable for investors as the fund manager builds the portfolio and invests in companies of different market capitalizations based on where they expect maximum returns.
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As of 31 Aug 2023, fund size of Tata Multicap Fund is
2,916.01 Cr. -
The average category Returns for Flexi Cap funds under Equity class are
14.16%per annum for the last 3 years. Category returns represent the average returns of all the funds from Flexi Cap fund category.
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At present Tata Multicap Fund has not been rated by us.
- Know more about Tata Multicap Fund
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Funds of Tata Mutual Funds
Tata Mutual Funds presents a range of 46 funds for investors to choose from.
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Tata Large Cap Fund
Tata Large Cap Fund is an
Equityoriented mutual fund in the
Large Cap Fundscategory.
-
As of 31 Aug 2023, fund size of Tata Large Cap Fund is
1,888.01 Cr. -
The average category Returns for Large Cap funds under Equity class are
11.72%per annum for the last 3 years. Category returns represent the average returns of all the funds from Large Cap fund category.
-
Tata Large Cap Fund has given
11.91%annualized return for the last 3 years.
The funds SIP returns during the same period is 12.27%
-
Tata Large Cap Fund has 4 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.
- Know more about Tata Large Cap Fund
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Tata Business Cycle Fund
Tata Business Cycle Fund is an
Equityoriented mutual fund in the
Sectoral Fundscategory.
-
As of 31 Aug 2023, fund size of Tata Business Cycle Fund is
1,820.45 Cr. -
The average category Returns for Sectoral funds under Equity class are
14.39%per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.
-
Tata Business Cycle Fund has given
17.31%annualized return for the last 3 years.
The funds SIP returns during the same period is 15.72%
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At present Tata Business Cycle Fund has not been rated by us.
- Know more about Tata Business Cycle Fund
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Tata Focused Equity Fund
Tata Focused Equity Fund is an
Equityoriented mutual fund in the
Focused Fundscategory.
-
As of 31 Aug 2023, fund size of Tata Focused Equity Fund is
1,610.56 Cr. -
The average category Returns for Focused funds under Equity class are
13.17%per annum for the last 3 years. Category returns represent the average returns of all the funds from Focused fund category.
-
Tata Focused Equity Fund has given
13.38%annualized return for the last 3 years.
The funds SIP returns during the same period is 13.63%
-
At present Tata Focused Equity Fund has not been rated by us.
- Know more about Tata Focused Equity Fund
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Tata Dividend Yield Fund
Tata Dividend Yield Fund is an
Equityoriented mutual fund in the
Dividend Yield Fundscategory.
-
As of 31 Aug 2023, fund size of Tata Dividend Yield Fund is
780.55 Cr. -
The average category Returns for Dividend Yield funds under Equity class are
17.02%per annum for the last 3 years. Category returns represent the average returns of all the funds from Dividend Yield fund category.
-
Tata Dividend Yield Fund has given
13.17%annualized return for the last 3 years.
The funds SIP returns during the same period is 11.32%
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At present Tata Dividend Yield Fund has not been rated by us.
- Know more about Tata Dividend Yield Fund
-
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Tata Digital India Fund
Tata Digital India Fund is an
Equityoriented mutual fund in the
Sectoral Fundscategory.
-
As of 31 Aug 2023, fund size of Tata Digital India Fund is
9,702.09 Cr. -
The average category Returns for Sectoral funds under Equity class are
14.39%per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.
-
Tata Digital India Fund has given
10.92%annualized return for the last 3 years.
The funds SIP returns during the same period is 18.95%
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At present Tata Digital India Fund has not been rated by us.
- Know more about Tata Digital India Fund
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Tata Housing Opportunities Fund
Tata Housing Opportunities Fund is an
Equityoriented mutual fund in the
Sectoral Fundscategory.
-
As of 31 Aug 2023, fund size of Tata Housing Opportunities Fund is
525.01 Cr. -
The average category Returns for Sectoral funds under Equity class are
14.39%per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.
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At present Tata Housing Opportunities Fund has not been rated by us.
- Know more about Tata Housing Opportunities Fund
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Tata Multicap Fund
Tata Multicap Fund is an
Equityoriented mutual fund in the
Flexi Cap Fundscategory.
The Flexi-cap funds are one the most versatile funds suitable for investors as the fund manager builds the portfolio and invests in companies of different market capitalizations based on where they expect maximum returns.
-
As of 31 Aug 2023, fund size of Tata Multicap Fund is
2,916.01 Cr. -
The average category Returns for Flexi Cap funds under Equity class are
14.16%per annum for the last 3 years. Category returns represent the average returns of all the funds from Flexi Cap fund category.
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At present Tata Multicap Fund has not been rated by us.
- Know more about Tata Multicap Fund
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