Varanium - Emerging Leader Fund

Varanium - Emerging Leader Fund

EQUITY MID & SMALL CAP
An actively managed portfolio of listed stocks designed to deliver good capital growth over the long term.
+6.94%
1Y annualised returns
+12.94%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
27 Aug '20
Total AUM
₹2.52Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity99.0%
Cash1.0%
₹3Cr
Equity market cap split
Small Cap13.2%
Large Cap12.9%
Mid Cap6.7%
₹2Cr
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
2%
PMS management

HD
Hemang Dagli
Fund Manager
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About
Experience of 17 Years in Equity Trading, Research, Institutional Sales and Portfolio Management. He holds Masters in Financial Management from NMIMS. Before Varanium, he was part of the investments team at Birla Sunlife Asset Management Co, managing the Arbitrage and capital protected scheme portfolios. He has also worked with JM Asset Management Co Ltd and Pranav Securities.
Experience
Over 17 years of experience in the financial services industry.
Investment philosophy
Specializes in equity trading, research, institutional sales, and portfolio management.
Previously worked at
  • Birla Sunlife Asset Management Co
  • JM Asset Management Co Ltd
  • Pranav Securities
Awards
  • Holds a Masters in Financial Management from NMIMS. Previously managed arbitrage and capital protected scheme portfolios at Birla Sunlife Asset Management Co.

TS
T S Anantakrishnan
Fund Manager
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About
Over 25 years of experience in Portfolio and Risk Management across global asset management firm such as Goldman Sachs and Shumway Capital In India, his previous experience has been as a CEO of Religare Portfolio Managers, the PMS business of Religare Global Asset Management.Prior to which he headed Portfolio Management business for Prime Securities. Professional Qualification: MBA-NYU Stern, BE-IIT (Roorkee), CFA & FRM
Experience
Over 25 years of experience in the financial services industry.
Investment philosophy
Portfolio and Risk Management across global asset management firms.
Previously worked at
  • Goldman Sachs
  • Shumway Capital
  • Religare Portfolio Managers
  • Prime Securities
Awards
  • Previously served as CEO of Religare Portfolio Managers and headed the Portfolio Management business for Prime Securities. Holds CFA, FRM, MBA (NYU Stern), and BE (IIT Roorkee) qualifications.
PMS house
Varanium Capital Advisors Pvt Ltd
Varanium Capital Advisors Pvt Ltd
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