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

The Tamohara TIOS 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 -3.26%, outperforming many peers. Its performance is benchmarked against the Nifty 50, ensuring broad market comparison.

Tamohara TIOS PMS Strategy or Investment Approach - PMS Details

Strategy Name

TIOS

Start Date

18 March 2016

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

-3.26%

3 Yr. Return

9.11%

5 Yr. Return

14.42%

Tamohara TIOS Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

31

Top 5 Stocks%

40.32%

Top 5 Sectors%

64.78%

Portfolio Age

9 Yrs, 2 Months

SIP

Available

STP

Available

Average Market Cap

Rs.204858.87 Cr.

Tamohara TIOS 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 TIOS PMS Investment Approach - Portfolio Composition

Large Cap

32.49%

Mid Cap

3.43%

Small Cap

44.32%

Cash & Equivalent

19.76%

Check out Business Opportunities with Similar Brands

Tamohara TIOS Portfolio Strategy - Top 5 Sectors

Financial Services

32.30%

Healthcare

9.83%

Automobile and Auto Components

6.65%

Information Technology

8.15%

Consumer Durables

7.85%

Customer ratings and reviews of Tamohara TIOS PMS Strategy

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