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) |
|---|---|---|---|
| -1.11% | 0.75 | 19.06% | 60.16% |
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 | 5.70% | 23.79% | 6.03% | 3.14% | 1.16% | 6.92% | 8.94% | - | 10.24% |
| Nifty 50 TRI | 1.67% | 7.40% | -8.10% | -5.42% | 0.85% | 8.81% | 9.99% | - | 13.25% |
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 4M | 24.14 | Nifty 50 TRI | 10.24% | 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 | 6.94% | -1.76% | 60.16% | 5.18% | 1.14 | 19.06% | -0.17 | -2.10% | -0.28 | 42.28 % |
| Nifty 500 | 3.35% | -2.39% | 0.96% | 1.09 | -3.68% | -0.56 | 39.84 % | |||
| Nifty Midcap 100 | -4.07% | -3.1% | -7.17% | 0.93 | -7.30% | -0.73 | 39.84 % | |||
| Nifty Smallcap 100 | 2.35% | -3.46% | -1.11% | 0.75 | -4.30% | -0.29 | 43.90 % | |||
| BSE 500 | 3.81% | -2.38% | 1.43% | 1.10 | -3.57% | -0.55 | 40.65 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
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 30th Jun 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 May 26.
