Teji Mandi Multiplier
Managed by Teji Mandi
Minimum Investment Amount
It is the least amount required to invest in all stocks/ETFs of this smallcase as per the weights.
₹ 44,074
Concentrated portfolio of small and midcap stocks that are likely to show non-linear growth.
Min Investment
It is the least amount required to invest in all stocks/ETFs of this smallcase as per the weights.
₹ 44,074
3Y CAGR
46.27%
Performance
Current value of ₹ 100 invested once at launch
| smallcase CAGR | Equity Small Cap CAGR |
|---|---|
Live performance includes rebalances. It is a tool to communicate factual return information and
should not be seen as advertisement or promotion. Learn how performance was calculated
Key Metrics
Fundamental
NA
18.78
NA
3.28
NA
0.76
NA
33.73
NA
4.50
NA
0.58
Technicals
NA
1.76
NA
0.00
NA
95.58
NA
Pro
NA
Pro
NA
Pro
Relative
NA
16.83
NA
1.17
NA
Pro
NA
Pro
NA
Pro
NA
Pro
Portfolio
See detailed constituentsKey details about smallcase portfolio
| Constituents | Rebalance Frequency |
|---|---|
| 16 | Need Basis |
| Last Rebalance | Next Rebalance |
|---|---|
| Feb 22, 2024 | Need Basis |
About the smallcase
The multiplier portfolio is a concentrated yet well diversified portfolio of midcap and smallcap stocks. These are stocks that are likely to be winners of tomorrow, and hence hold the promise of significant wealth creation in the times to come. Certain tenets of the portfolio:
Capital Allocation: We look for companies with a superior track record of capital allocation. Excellent corporate governance and capital allocation track record and strong sustainable competitive advantages ensure that we identify winners.
Low coverage of mid and smallcaps: Analyst coverage of mid and smallcap stocks is much lower than large caps. This gives the fund manager an edge in spotting good businesses early and generating higher alpha.
Favourable cyclical upturn: Small and midcaps tend to perform in extremes and revive sharply after bouts of negative returns. After the correction in small caps in the last 3 years, we expect a significant revival in performance
Launch Date
Feb 10, 2021
Subscription Fees
₹ 2,394/6m
Factsheet
Download key points for this smallcase
About the Manager
Teji Mandi
Manages 4 smallcases
TM Investment Technologies Pvt Ltd (Tradename: Teji Mandi) is a SEBI registered Research Analyst & a subsidiary of Motilal Oswal Financial Services. The company was founded by Vaibhav Agrawal, who has proven experience in identifying winning stock ideas through various market cycles and is a fund manager at Motilal Oswal AMC. Teji Mandi also has industry veteran Mr Raamdeo Agrawal, Chairman of Motilal Oswal Financial Services, as the company's director. Teji Mandi strives to provide expertly managed portfolios to help investors achieve their investment goals.
SEBI Registration No: INH000009445
Disclosures
