Tamohara - Q Strategy

EQUITY MULTI CAP

A quantitative strategy focused on buying businesses based on cash flows, removing emotional biases through a numbers-driven process.

+9.03%

3Y annualised returns

+8.99%

Benchmark returns (NIFTY 50 Total Return Index)

Launch date

10 Jun '22

Total AUM

₹9.13Cr

Min. investment

₹50,00,000

Benchmark

NIFTY 50 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity94.4%

Debt4.2%

Cash1.4%

Equity market cap split

Mid Cap53.4%

Large Cap41.0%

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

1.00%

PMS management

HD
Harini Dedhia
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About

SM
Sheetal Malpani
Investment Manager
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About

Sheetal is a post graduate in management with a major in Finance. He also holds the Chartered Financial Analyst® designation. He has 12 years of experience in the Indian Capital Markets. Before his association with Tamohara, he was with HDFC securities, Brics Securities, and Enam securities. At Tamohara, his primary responsibility is evaluating investment opportunities and Investment Management.

Experience

12 years of experience in the Indian Capital Markets.

Investment philosophy

Expertise in evaluating investment opportunities within the Indian Capital Markets.

Previously worked at