Affluense AI AFFLUENSE

Q

Tamohara Investment Managers Pvt Ltd
PMS Multi Cap & Flexi Cap
Benchmark
Nifty 50 TRI
Inception Date
10 June 2022
Min. Investment
₹50,00,000
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

Q represents a dynamic investment strategy, engineered to operate free from subjective human sentiment. The portfolio focuses on identifying companies currently experiencing robust cash flow generation. Crucially, it maintains a disciplined approach, disinvesting from even high-performing companies when they no longer align with its investment criteria. Q's selection process is based on Tamohara's proprietary stock scoring methodology, identifying top-tier constituents within the BSE200 index.

Investment Objective

Leveraging a synergistic approach that integrates human expertise with the efficiency of automated processes, we aim to achieve superior risk-adjusted returns for our clients.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -0.69% -0.28% -0.41%
3 MONTHS 2.79% 6.33% -3.54%
6 MONTHS -2.71% 2.92% -5.63%
1 YEAR -1.51% 11.88% -13.39%
2 YEAR 5.67% 10.97% -5.30%
3 YEAR 10.16% 14.32% -4.16%
SINCE INCEPTION 10.69% 15.69% -5.00%

Calendar Year Performance

Year Return
CY 2025 -1.51%
CY 2024 13.82%
CY 2023 20.23%

Financial Year Performance

Year Return
FY 26_YTD 7.20%
FY 25 -1.98%
FY 24 34.26%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Sheetal Malpani

Chief Investment Officer & Head of Equity

Sheetal possesses a postgraduate degree in Management, with a specialization in Finance. He is also a Chartered Financial Analyst® charterholder. His professional background spans 12 years within the Indian Capital Markets. Prior to joining Tamohara, his experience was gained at HDFC Securities, Brics Securities, and Enam Securities. At Tamohara, his core functions involve the assessment of investment prospects and portfolio oversight.

Portfolio Details

Portfolio Composition

Large Cap
55.07%
Mid Cap
40.49%
Small Cap
0.00%
Cash & Equivalent
4.44%

Top 5 Holdings

  • Hindustan Petroleum Corporation Ltd 5.56%
  • Jindal Stainless Limited 5.55%
  • Titan Company Limited 5.33%
  • Thermax Ltd. 5.27%
  • Eicher Motors Ltd. 5.17%

Top 5 Sectors

  • Healthcare 14.89%
  • Automobile and Auto Components 14.75%
  • Capital Goods 10.16%
  • Consumer Services 9.90%
  • Oil, Gas & Consumable Fuels 5.56%

Portfolio Characteristics

total number of stocks
21
top 5 stocks percent
26.88%
top 5 sectors percent
55.26%
average market cap
N/A
portfolio age
3 Yrs, 6 Months
sip
Not Available
stp
Not Available

Fee Structure

Fixed Fee

AMC: 2%

Variable Fee

AMC: No Option

Hurdle: No Option

Profit Sharing: No Option

Exit Load

Year 1: 1%

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)