Why should you invest in this smallcase?

•      On an average, mid and small cap indices deliver a 4-8% excess return over the Nifty, based on last 15 years of data

•      Further, the excess returns follow a cyclical pattern, oscillating between out- and under- performance. Given the underperformance over the last one-two years, it could be safely assumed that prospective returns of mid & small cap indices will be better than the Nifty index

  • •      The relative valuations of the midcap index against the Nifty index also support this argument as current relative valuations are below long-term averages.
  • Recommended Investment Amount :10 Lac.

Know how this smallcase was created

Factsheet 

Download key points about this smallcase

Created by Tamohara

Past Performance vs 

1m3m6m1y2y3ymaxSIP
Value of ₹ 100 invested once on
inception of this smallcase

Oct 5, 2015

would be
Tamohara Long Term Equity Strategy
₹ 173.87
Equity Mid & Small Cap
₹ 130.31
20162017201820192020100120140160

Launch

Past performance doesn't guarantee future returns & is inclusive of all rebalances. Download chart