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) |
|---|---|---|---|
| 0.28% | 0.63 | 13.89% | 59.5% |
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 | -10.22% | -13.92% | -12.59% | -5.38% | -4.23% | 3.83% | 6.14% | - | 8.23% |
| Nifty 50 TRI | -11.30% | -14.44% | -9.02% | -3.99% | 1.19% | 10.03% | 10.01% | - | 12.83% |
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 | 10Y 0M | 22.48 | Nifty 50 TRI | 8.23% | 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 | 0.82% | -1.03% | 59.5% | -0.21% | 0.87 | 13.89% | -0.64 | -3.17% | -0.45 | 41.32 % |
| Nifty 500 | -0.08% | -1.38% | -1.46% | 0.85 | -4.26% | -0.66 | 38.84 % | |||
| Nifty Midcap 100 | -7.05% | -2.07% | -9.12% | 0.80 | -7.44% | -0.74 | 38.84 % | |||
| Nifty Smallcap 100 | 2.39% | -2.11% | 0.28% | 0.63 | -4.01% | -0.27 | 43.80 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|
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 31st March 2026. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Mar 26.
