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Tamohara Investment Managers Pvt Ltd
PMS Multi Cap & Flexi Cap
Benchmark
Nifty 50 TRI
Inception Date
23 April 2021
Min. Investment
₹50,00,000
AUM (Cr.)
₹164.99
SIP Available
Yes
STP Available
Yes

Investment Strategy

Investment Approach

This portfolio is designed for absolute capital appreciation, employing a focused, long-only strategy in publicly traded equities. Our investment approach targets businesses positioned to capitalize on emerging market opportunities, demonstrating robust growth potential, and meeting our stringent fundamental quality criteria.

Investment Objective

To establish meticulously researched and robust investment portfolios designed to foster consistent long-term wealth accumulation.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -3.33% -0.28% -3.05%
3 MONTHS 4.11% 6.33% -2.22%
6 MONTHS 2.87% 2.92% -0.05%
1 YEAR 1.83% 11.88% -10.05%
2 YEAR 12.85% 10.97% 1.88%
3 YEAR 17.71% 14.32% 3.39%
SINCE INCEPTION 17.74% 14.90% 2.84%

Calendar Year Performance

Year Return
CY 2025 1.83%
CY 2024 25.11%
CY 2023 28.07%

Financial Year Performance

Year Return
FY 26_YTD 13.86%
FY 25 13.52%
FY 24 39.03%

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

Fund Managers

Ms. Harini Dedhia

Head of Research & Portfolio Manager

Ms. Harini possesses a Bachelor of Arts (Honours) degree in Economics, complemented by studies in Politics and Advanced Mathematical Models from New York University. She is also a Chartered Financial Analyst. Her career in capital markets commenced in 2013, beginning with two years of experience at a US-based hedge fund, subsequently transitioning to the Indian capital markets. At Tamohara, her core functions involve the assessment of investment prospects and the oversight of investment portfolios.

Portfolio Details

Portfolio Composition

Large Cap
25.52%
Mid Cap
3.40%
Small Cap
58.81%
Cash & Equivalent
5.21%

Top 5 Holdings

  • Kotak Mahindra Bank Ltd. 7.43%
  • Acutaas Chemicals Limited 6.99%
  • HDFC Bank Ltd. 6.66%
  • Thyrocare Technologies Limited 5.96%
  • Neuland Laboratories Limited. 5.39%

Top 5 Sectors

  • Healthcare 29.09%
  • Financial Services 25.07%
  • Capital Goods 12.49%
  • Automobile and Auto Components 11.39%
  • Chemicals 4.81%

Portfolio Characteristics

total number of stocks
27
top 5 stocks percent
32.43%
top 5 sectors percent
82.85%
average market cap
51026.60
portfolio age
4 Yrs, 8 Months
sip
Available
stp
Available

Fee Structure

Fixed Fee

AMC: 2.5%

Variable Fee

AMC: No Option

Hurdle: No Option

Profit Sharing: No Option

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)