Multi-cap ideal mix in large & midcap/ exit when fair value targets are achived /invest in good business opportunities, free cash flow, capital efficient, quality management, & competitive advantage.TIOS invests predominantly in Structural : 60-70% , Tactical 30-40%.
To Construct well reasearched and comprehensive portfolio to generate steady wealth creation in the long run
Returns as on 2025-12-31
| 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% |
| Year | Return |
|---|---|
| CY 2025 | -0.82% |
| CY 2024 | 4.54% |
| CY 2023 | 20.48% |
| 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.
Chief Investment Officer & Head of Equity
Sheetal is a post graduate in management with a major in Finance. He also holds the Chartered Financial Analyst® designation. He has 12 years of experience in the Indian Capital Markets. Before his association with Tamohara, he was with HDFC securities, Brics Securities, and Enam securities. At Tamohara, his primary responsibility is evaluating investment opportunities and Investment Management.
AMC: 2.5%
AMC: 1%
Hurdle: 10%
Profit Sharing: %
Year 1: 1%
* Returns are as on31st December 2025 , * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1
This profile is provided for general informational purposes only and is based on publicly available information. While reasonable care is taken, the content may not always reflect the latest 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.
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