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TIOS

Tamohara Investment Managers Pvt Ltd
PMS Multi Cap & Flexi Cap
Benchmark
Nifty 50 TRI
Inception Date
18 March 2016
Min. Investment
₹50,00,000
SIP Available
Yes
STP Available
Yes

Investment Strategy

Investment Approach

For optimal portfolio construction, a balanced allocation across large-cap and mid-cap segments is recommended. Investment decisions should be guided by the achievement of fair value targets, alongside a focus on identifying sound business prospects characterized by robust free cash flow generation, capital efficiency, strong management teams, and sustainable competitive advantages. The investment strategy employed by TIOS features a predominant allocation to structural opportunities, ranging between 60% and 70%, with a tactical allocation of 30% to 40%.

Investment Objective

To develop meticulously researched and thorough investment portfolios designed for sustained long-term wealth accumulation.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -1.23% -0.28% -0.95%
3 MONTHS 1.54% 6.33% -4.79%
6 MONTHS -2.72% 2.92% -5.64%
1 YEAR -0.82% 11.88% -12.70%
2 YEAR 1.82% 10.97% -9.15%
3 YEAR 7.57% 14.32% -6.75%
5 YEAR 10.01% 14.68% -4.67%
SINCE INCEPTION 10.12% 14.84% -4.72%

Calendar Year Performance

Year Return
CY 2025 -0.82%
CY 2024 4.54%
CY 2023 20.48%

Financial Year Performance

Year Return
FY 26_YTD 10.25%
FY 25 -3.47%
FY 24 22.07%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Sheetal Malpani

Chief Investment Officer & Head of Equity

Sheetal possesses a postgraduate degree in Management, with a specialization in Finance. He is also a Chartered Financial Analyst® charterholder. His professional background spans 12 years within the Indian Capital Markets. Prior to joining Tamohara, his experience was gained at HDFC Securities, Brics Securities, and Enam Securities. At Tamohara, his core functions involve the assessment of investment prospects and portfolio oversight.

Portfolio Details

Portfolio Composition

Large Cap
32.22%
Mid Cap
7.38%
Small Cap
40.53%
Cash & Equivalent
18.35%

Top 5 Holdings

  • Cash & Cash Equivalents 18.35%
  • HDFC Bank Ltd 7.38%
  • Infosys Ltd 4.90%
  • Shivalik Bimetal Controls Ltd. 4.08%
  • Tata Consultancy Services Ltd. 3.48%

Top 5 Sectors

  • Financial Services 25.92%
  • Capital Goods 11.46%
  • Healthcare 8.45%
  • Information Technology 8.38%
  • Fast Moving Consumer Goods 6.76%

Portfolio Characteristics

total number of stocks
31
top 5 stocks percent
38.19%
top 5 sectors percent
60.97%
average market cap
204858.87
portfolio age
9 Yrs, 9 Months
sip
Available
stp
Available

Fee Structure

Fixed Fee

AMC: 2.5%

Variable Fee

AMC: 1%

Hurdle: 10%

Profit Sharing: %

Exit Load

Year 1: 1%

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)