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Tamohara Q PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.

The Tamohara Q PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.

It falls under the MULTI CAP & FLEXI CAP investment category, offering diversified exposure. As of now, the strategy has a total AUM of an Undisclosed Amount.

Over the last 1 year, it delivered a strong return of -2.52%, outperforming many peers. Its performance is benchmarked against the Nifty 50, ensuring broad market comparison.

Tamohara Q PMS Strategy or Investment Approach - PMS Details

Strategy Name

Q

Start Date

10 June 2022

Category

Multi Cap & Flexi Cap

Benchmark

Nifty 50

AUM (Rs.)

Not Disclosed

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr. Sheetal Malpani

1 Yr. Return

-2.52%

3 Yr. Return

NA

5 Yr. Return

NA

Tamohara Q Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

21

Top 5 Stocks%

27.97%

Top 5 Sectors%

69.68%

Portfolio Age

2 Yrs, 11 Months

SIP

NA

STP

NA

Average Market Cap

Not Disclosed

Tamohara Q PMS Strategy - Cost or Charges

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

1.00%

Variable Profit Sharing

20% (if above 10% profit)

Exit Load 1st Year

1.00%

Exit Load 2nd Year

NA

Exit Load 3rd Year

NA

Tamohara Q PMS Investment Approach - Portfolio Composition

Large Cap

63.46%

Mid Cap

35.48%

Small Cap

0.00%

Cash & Equivalent

1.06%

Check out Business Opportunities with Similar Brands

Tamohara Q Portfolio Strategy - Top 5 Sectors

Healthcare

15.18%

Consumer Services

9.50%

Automobile and Auto Components

20.03%

Capital Goods

15.11%

Chemicals

9.86%

Customer ratings and reviews of Tamohara Q PMS Strategy

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