About the smallcase
Best-of-TATAs is a combination of high growth momentum stocks with strong management and Trust of TATA brand. It combines large and Mid-cap stocks to balance the portfolio. The selection criteria based on various parameters such as Management, Sector Growth, Technical breakouts, Sales growth, and global presence of a business. Suitable for the Investors with long-term objectives at least of one year. The re-balance will be done regularly on yearly basis. Benchmarking will be done with Nifty-50 Index.
Past Performance vs
Equity Large Cap
Jul 6, 2021
Note: All performance graphs & numbers are calculated using only the live data and includes rebalances. Past performance doesn't include cost or guarantee future returns.
About the Manager
Vinayakk V Joshi, B.Com.,ACS,ACIS and SEBI Registered Research Analyst is a Managing Partner at Wealthemoji LLP. He is professionally qualified and a Member of The Association of Technical Analysis which is a member of The International Federation of Technical Analyst (IFTA) and also holding membership of The Institute of Company Secretaries of India and The Chartered Institute for Securities and Investment (CISI, London UK). Experience of more than 24 years in the field of Corporate Governance, Capital Markets, Ethics, and compliance under the Stock Exchange and SEBI and Companies Act,2013. Currently managing family AUM > INR 20 m.