Tamohara - TLES

EQUITY MID & SMALL CAP

A benchmark and market-cap agnostic fund primarily investing in small and mid-cap companies.

+13.04%

3Y annualised returns

+19.93%

Benchmark returns (S&P BSE 500 Total Return Index)

Launch date

06 Oct '15

Total AUM

₹36.96Cr

Min. investment

₹50,00,000

Benchmark

S&P BSE 500 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity82.4%

Cash17.6%

Equity market cap split

Small Cap65.4%

Large Cap13.5%

Mid Cap3.5%

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

SM
Sheetal Malpani
Investment Manager
View details

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