Tamohara Investment Managers TLES PMS


Key Portfolio Attributes

Inception Date: 6 Oct 2015

Number of Stocks : 15

Fund Manager Name: 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.

Fund Manager Qualification:

Undergraduate degree in Economics (B.A. hons.), Politics and Advanced Mathematical Models from New York University.

Portfolio Objective

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

Portfolio Strategy

Bench mark & Market-cap agnostic / 80-90% in Small & Midcap / 0-20% in tactically in Large-cap / Steady MOAT & Growing MOAT selection / 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

QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

imageBook a call with our PMS AIF Specialists

Disclaimer

#Returns as of 31 May 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 Sep 21.


Do Not Simply Invest, Make Informed Decisions

Subscribe To Our Newsletter

By PMS AIF WORLD • Over 30,000 Subscribers

Stay informed about our exclusive analysis, reports, webinars and valuable insights.

Portfolio Management Services

Alternative Investment Funds

RISK DISCLAIMER: Investments are subject to market-related risks. The content on the website is meant for general information purposes and not to be construed as any recommendation or advice. The investor must make their own analysis and decision depending upon risk appetite. Only those investors who have an aptitude and attitude to risk should consider the space of Alternates (PMS & AIFs). Past Performance may or may not be sustained in the future and should not be used as a basis for comparison with other investments. Please read the disclosure documents carefully before investing. PMS & AIF products are market-linked and do not offer any guaranteed/assured returns. These are riskier investments, with a risk to principal amount as well. Thus, investors must make informed decisions. It is necessary to deep dive not only into the performance, but also into people, philosophy, portfolio, and price, before investing. We, at PMS AIF WORLD do such a detailed 5 P analysis.
Please click here to read the entire disclaimer document.