Manager
Tamohara Investment Managers
Service
Discretionary
Asset class
Equity

Tamohara India Opportunities Strategy

+7.58%

1-year return

Benchmark NIFTY50TRI −7.09% · to 30 Sep 2026

Tamohara Investment Managers’ Tamohara India Opportunities Strategy returned 7.58% over the year to 30 Sep 2026, against −7.09% for its benchmark, the NIFTY50TRI. It managed ₹22.96 crore across its clients.

Key numbers

AUM
₹22.96 Cr
Benchmark
NIFTY50TRI
Turnover, past year
1.30×
Min. investment
₹50 lakh (SEBI)
Reported to SEBI
30 Sep 2026

Returns vs benchmark

Tamohara India Opportunities Strategy returns against the NIFTY50TRI
PeriodThis strategyNIFTY50TRIDifference
1 month−3.61%−6.03%+2.42%
3 months−0.11%−4.91%+4.80%
6 months+23.69%+2.13%+21.56%
1 year+7.58%−7.09%+14.67%
2 years−2.35%−5.29%+2.94%
3 years+5.41%+6.06%−0.65%
4 years+8.95%+8.48%+0.47%
5 years+6.96%+6.38%+0.58%
Since inception+9.97%+12.27%−2.30%

Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.

Portfolio mix

  • Listed equity94.95%
  • Cash and other5.05%

Flows and turnover

Inflow, Sep 2026
₹0.02 Cr
Outflow, Sep 2026
₹0
Net, Sep 2026
₹0.02 Cr
Net, FY to date
−₹2.93 Cr
Turnover, month
0.03×
Turnover, past year
1.30×

Money clients put in and took out. The financial year runs from 1 April.

FAQs

What has Tamohara India Opportunities Strategy returned?

7.58% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −3.61%; 3 months: −0.11%; 6 months: 23.69%; 1 year: 7.58%; 2 years: −2.35%; 3 years: 5.41%; 4 years: 8.95%; 5 years: 6.96%; Since inception: 9.97%.

How has it done against its benchmark?

Its benchmark, the NIFTY50TRI, returned −7.09% over the year, so the strategy was 14.67 percentage points ahead.

How much does Tamohara India Opportunities Strategy manage?

₹22.96 crore at 30 Sep 2026, as reported to SEBI.

What is the minimum investment in a PMS?

SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.

Who manages Tamohara India Opportunities Strategy?

Tamohara Investment Managers, a SEBI-registered portfolio manager (INP000008020), runs it as a discretionary service.

How are PMS returns reported?

Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.

For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.

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