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
Tamohara TLES4.9%-2.3%0.4%3.4%10.4%23.3%6.2%-10.1%
BSE Mid Cap5.9%3.4%0.5%4.4%12.0%28.5%8.4%-11.7%

QRC Report Card *


Portfolio Holdings

Holding %
Alicon Castalloy 6.19
Amber Enterprises 4.24
Balkrishna Ind. Ltd 3.15
Blue Dart Express Ltd 3.81
City Union Bank 4.10
Inox Leisure 5.81
JB Chem & Pharma 5.33
Jubilant Foodworks 4.42
Kirloskar Pneumatic 1.63
Laurus Labs Ltd 3.73
Mahindra CIE Auto 5.75
Mphasis 6.68
Natco Pharma Ltd. 7.17
Polycab India Ltd. 4.44
Sanghvi Movers 7.27
Shaily Engineering 2.85
SRF LTD 5.83
Suven Pharma 1.01
Tasty Bite Eatables Ltd 1.35
V-Mart Retail 4.42
Vst Industries Ltd 1.84
Top 21 Equity Holdings 91.02

Sector Allocation

Holding %
Materials 2.87
Banks 3.60
Transportation 3.92
Capital Goods 4.12
Consumer Services 4.23
Food Beverage & Tobacco 5.12
Software & Services 7.15
Pharmaceuticals, Biotechnology & Life Sciences 10.19
Consumer Durables & Apparels 10.81
Automobiles & Components 15.12
Cash 32.87

Market Cap Allocation

Allocations %
Large Cap 7.6
Mid Cap 21.1
Small Cap 44.4
Cash 26.9

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