- Manager
- Tamohara Investment Managers
- Service
- Discretionary
- Asset class
- Equity
Tamohara Long Term Equity Strategy
+17.25%
1-year return
Benchmark NIFTY50TRI −7.09% · to 30 Sep 2026
Tamohara Investment Managers’ Tamohara Long Term Equity Strategy returned 17.25% over the year to 30 Sep 2026, against −7.09% for its benchmark, the NIFTY50TRI. It managed ₹26.72 crore across its clients.
Key numbers
- AUM
- ₹26.72 Cr
- Benchmark
- NIFTY50TRI
- Turnover, past year
- 0.92×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTY50TRI | Difference |
|---|---|---|---|
| 1 month | −2.98% | −6.03% | +3.05% |
| 3 months | +2.09% | −4.91% | +7.00% |
| 6 months | +31.77% | +2.13% | +29.64% |
| 1 year | +17.25% | −7.09% | +24.34% |
| 2 years | +2.84% | −5.29% | +8.13% |
| 3 years | +8.31% | +6.06% | +2.25% |
| 4 years | +10.86% | +8.48% | +2.38% |
| 5 years | +7.96% | +6.38% | +1.58% |
| Since inception | +10.93% | +11.07% | −0.14% |
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 equity93.08%₹24.87 Cr
- Cash and other6.92%₹1.85 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- −₹0.36 Cr
- Turnover, month
- 0.01×
- Turnover, past year
- 0.92×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Tamohara Long Term Equity Strategy returned?
17.25% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −2.98%; 3 months: 2.09%; 6 months: 31.77%; 1 year: 17.25%; 2 years: 2.84%; 3 years: 8.31%; 4 years: 10.86%; 5 years: 7.96%; Since inception: 10.93%.
How has it done against its benchmark?
Its benchmark, the NIFTY50TRI, returned −7.09% over the year, so the strategy was 24.34 percentage points ahead.
How much does Tamohara Long Term Equity Strategy manage?
₹26.72 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 Long Term Equity 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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