PMS · Equity · Multi Cap
Tamohara - Q Strategy
Fund size₹10 Cr
Alpha (3Y)0.63%
3Y return9.03%
Fund age4 yrs 2 mo
Fund Managers
Sheetal Malpani
Fund Manager, Tamohara
Sheetal is a post graduate in management with a major in Finance. He also holds the Chartered Financial Analyst® designation. He has 12 years of experience in the Indian Capital Markets. Before his association with Tamohara, he was with HDFC securities, Brics Securities, and Enam securities. At Tamohara, his primary responsibility is evaluating investment opportunities and Investment Management.
Managing AUM₹71 Cr
Harini Dedhia
Fund Manager, PMS, Tamohara
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.
Managing AUM₹231 Cr
Growth of₹Cr
Tamohara Q
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Tamohara Q | 5.44% | 7.38% | −3.98% | 9.03% | — | 10.29% |
| NIFTY 50 TRI | −7.00% | −0.35% | −1.19% | 8.99% | — | 11.14% |
| Excess over benchmark | 12.44% | 7.73% | −2.79% | 0.04% | — | −0.85% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.
Risk : What you take on to earn the return
Volatility
16.18%
Benchmark approx 13.15%
A standard deviation reflecting historical swings.
Sensitivity
1.08
Beta vs benchmark 1.00 · 8% more reactive
How strongly the scheme moves with the index.
Risk-reward
0.33
Sharpe
Excess return gained per unit of volatility.
Capture ratio
110 / 109
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −24.88% from its 29 Sep 2024 peak to a 28 Feb 2025 trough. It has not yet recovered.
Max drawdowns
−24.88%
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 29 Sep 2024 | 28 Feb 2025 | −24.88% | 152 days | – | – |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −15.27% | 182 days | – | – |
Scheme
Peak29 Sep 2024
Trough28 Feb 2025
Depth−24.88%
Fell over152 days
Recovered–
Recovery took–
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−15.27%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Aug 2026
Portfolio Details : Where the money actually sits
Stocks
22
P/E ratio
44.95
P/B ratio
6.79
Dividend yield
0.33%
Avg market cap
₹1.33 L Cr
Median market cap
₹1.07 L Cr
Asset class
Equity
Market cap
Large cap41.02%
Mid cap53.40%
Small cap
Cash & others
Fees
A fixed plan is cheaper when returns are strong.
FixedPlan A · SimpleFixed Management Fee2.00% / yr
Performance FeeNone
Hurdle RateNot applicable
Exit load 1.00% within 1 year. Lock-in: Nil.
Let's start a
conversation
conversation
- Compare this PMS against 3,000+ others with our research desk
- Build a long-term portfolio around your goals, not a one-off buy
- Experts with decades of experience.
Private. Personal. No obligation.
We will only use these details to contact you about this enquiry. No spam.