Jainam Share Consultant - Bharat 5T

EQUITY MULTI CAP

Aims to outperform the S&P BSE 500 benchmark and minimize the negative and sideways effects of bearish markets.

+23.38%

3Y annualised returns

+24.62%

Benchmark returns (NIFTY 50 Total Return Index)

Launch date

01 Jan '20

Total AUM

₹0.37Cr

Min. investment

₹50,00,000

Benchmark

NIFTY 50 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity93.1%

Cash6.9%

Equity market cap split

Large Cap49.9%

Mid Cap29.8%

Small Cap13.4%

Min. investment & fees structure

Min. investment for 1st time

SEBI mandates a minimum investment for investing in PMS

₹50,00,000

Exit load

Fee charged on redemption before the completed holding period

PMS management

TJ
Tejas Jariwala
Research Head
View details

About

Tejas Jariwala is the Research Head at Jainam Share Consultants Pvt Ltd. He Has been practicing Equity Research and Investment Advisory for the last 10+ Years. Tejas have developed skill and hand on experience on Bottom Up Research which covers Fundamental Analysis in detail I.e Quantitative and Qualitative Analysis. Jainam Share Consultants Pvt Ltd is one of the leader in South Gujarat provides all kind of Financial Services. Tejas and his team has developed different style of Portfolio and delivered well in terms of Alpha over the benchmarks since 6+ years for the clients. He is a MBA and B.Com graduate from Veer Narmad South Gujarat University, Surat, India. He has formerly worked with South Gujarat Shares & Sharebrokers Limited and Concept Securities Pvt Ltd.

Experience

Over 10 years of experience in equity research and investment advisory.

Investment philosophy

Specializes in equity research and investment advisory with a focus on bottom-up fundamental analysis.

Previously worked at