Tamohara Investment Managers TIOS PMS

Key Portfolio Attributes

Inception Date: 01 April 2018

Number of Stocks : 19

Fund Manager Name: Sheetal Malpani & Harini Dedhia

Fund Manager Experience:

Harini has an undergraduate degree in Economics (B.A. hons.), Politics and Advanced Mathematical Models from New York University. She also holds the Chartered Financial Analyst designation. She has been in the capital markets since 2013, starting with 2 years of experience at a hedge fund in US followed by exposure to the Indian capital markets. At Tamohara her primary responsibility is to evaluate investment opportunities and managing investments.

Sheetal Malpani 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.

Fund Manager Qualification:

Harini Dedhia – Head of Research & Portfolio Manager.

Sheetal Malpani - Chief Investment Officer & Heady of Equity, is a post-graduate in management with a major in Finance. He also holds the Chartered Financial Analyst® designation

Portfolio Objective

To construct well researched and comprehensive portfolio to generate steady wealth creation in the long run.

Portfolio Strategy

Multi-cap ideal mix 50:50 in large & midcap / exit when fair value targets are achieved / invest in good business opportunities, free cash flow, capital efficient, quality management, & competitive advantage.

Performance Table #

Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Tamohara TIOS4.0%0.3%1.5%9.3%11.8%18.2%7.1%-10.7%
BSE 200 4.3%1.8%-1.8%3.0%10.6%23.0%10.3%-13.4%

QRC Report Card *


Portfolio Holdings

Holding %
Asian Paints 5.88
Bharti Airtel Ltd 5.77
Blue Dart Express Ltd 5.58
Dr. Reddys Lab 5.97
Hdfc Bank 3.89
Hindustan Unilever Ltd 3.59
HDFC Ltd. 3.58
ICICI Bank 7.09
ICICI Lombard Gen. 5.28
Infosys 8.55
ITC Ltd 2.40
JB Chem & Pharma 5.00
Kotak Mahindra Bank Ltd 4.48
Mahindra CIE 4.15
Maruti Suzuki 4.16
Shree Cements Ltd 3.55
State Bank of India 3.81
TATA Consumer Products 4.77
Top 18 Equity Holdings 87.50

Sector Allocation

Holding %
Insurance 1.36
Automobiles & Components 3.94
Household & Personal Products 3.97
Transportation 5.33
Telecommunication 5.85
Software & Services 7.84
Pharmaceuticals, Biotechnology & Life Sciences 9.79
Materials 9.84
Food Beverage & Tobacco 13.53
Cash 15.98
Banks 22.57

Market Cap Allocation

Allocations %
Large Cap 46.5
Mid Cap 9.6
Small Cap 20.5
Cash 16.8

Do Not Simply Invest, Make Informed Decisions


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#Returns as of 30 Apr 2023. Returns up to 1 Year are absolute, above 1 Year are CAGR.

*QRC Report Card data is updated quarterly. Current data is as of Sep 21.

Do Not Simply Invest, Make Informed Decisions