To construct well researched and comprehensive portfolio to generate steady wealth creation in the long run.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| 4.81% | 0.53 | 13.30% | 61.02% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Tamohara Investment Managers Pvt Ltd TIOS | -1.23% | 1.54% | -2.72% | -0.82% | 1.82% | 7.57% | 10.01% | - | 10.12% |
| Nifty 50 TRI | -0.28% | 6.33% | 2.92% | 11.88% | 10.97% | 14.32% | 14.68% | - | 14.99% |
QRC Report Card *
| Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
|---|---|---|---|---|---|---|---|---|---|
| Tamohara Investment Managers Pvt Ltd TIOS | Multi Cap & Flexi Cap | Mr. Sheetal Malpani | 18 March 2016 | 9Y 10M | 37.89 | Nifty 50 TRI | 10.12% | 32 | NA |
| Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
| Nifty 50 | -11.02% | -0.3% | 61.02% | -11.32% | 1.05 | 13.30% | -0.34 | -3.41% | -0.48 | 41.53 % |
| Nifty 500 | -7.33% | -0.17% | -7.50% | 0.93 | -4.47% | -0.69 | 38.98 % | |||
| Nifty Midcap 100 | -6.51% | -0.04% | -6.55% | 0.70 | -7.42% | -0.73 | 39.83 % | |||
| Nifty Smallcap 100 | 4.69% | 0.12% | 4.81% | 0.53 | -4.24% | -0.28 | 44.07 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| HDFC Bank Ltd | 7.38 |
| Infosys Ltd | 4.90 |
| Shivalik Bimetal Controls Ltd | 4.08 |
| Tata Consultancy Services Ltd | 3.48 |
| Edelweiss Financial Services Ltd 10% DB REDEEM 27/04/2033 INR 1000 | 3.38 |
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 27.40 |
| Mid Cap | 11.04 |
| Small Cap | 38.67 |
| Cash | 22.89 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
Disclaimer
#Returns as of 31 Dec 2025. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Dec 25.
