Large and Mid Cap in equal doses to create multi year growth

Key Attributes

Inception Date: 01 April 2018

Number of Stocks : 19

Fund Manager Name: Sheetal Malpani & Harini Dedhia

Fund Manager Experience:

Harini has an undergraduate degree in Economics (B.A. hons.), Politics and Advanced Mathematical Models from New York University. She also holds the Chartered Financial Analyst designation. She has been in the capital markets since 2013, starting with 2 years of experience at a hedge fund in US followed by exposure to the Indian capital markets. At Tamohara her primary responsibility is to evaluate investment opportunities and managing investments.

Sheetal Malpani 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.

Fund Manager Qualification:

Harini Dedhia – Head of Research & Portfolio Manager.

Sheetal Malpani - Chief Investment Officer & Heady of Equity, is a post-graduate in management with a major in Finance. He also holds the Chartered Financial Analyst® designation

Portfolio Objective

To construct well researched and comprehensive portfolio to generate steady wealth creation in the long run.

Portfolio Strategy

Multi-cap ideal mix 50:50 in large & midcap / exit when fair value targets are achieved / invest in good business opportunities, free cash flow, capital efficient, quality management, & competitive advantage.


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