- Manager
- Tamohara Investment Managers
- Service
- Discretionary
- Asset class
- Multi-asset
Tamohara Multi Asset Strategy
−0.44%
1-year return
Benchmark NSE MAI 2 +2.21% · to 30 Sep 2026
Tamohara Investment Managers’ Tamohara Multi Asset Strategy returned −0.44% over the year to 30 Sep 2026, against 2.21% for its benchmark, the NSE MAI 2. It managed ₹141 crore across its clients.
Key numbers
- AUM
- ₹141 Cr
- Benchmark
- NSE MAI 2
- Turnover, past year
- 0.56×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NSE MAI 2 | Difference |
|---|---|---|---|
| 1 month | −5.76% | −2.85% | −2.91% |
| 3 months | −2.61% | −1.23% | −1.38% |
| 6 months | +6.27% | +6.24% | +0.03% |
| 1 year | −0.44% | +2.21% | −2.65% |
| 2 years | +2.52% | +2.37% | +0.15% |
| 3 years | +6.10% | +9.55% | −3.45% |
| 4 years | +7.93% | +9.91% | −1.98% |
| 5 years | +6.84% | +8.48% | −1.64% |
| Since inception | +9.13% | +12.03% | −2.90% |
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 equity84.65%₹119 Cr
- Mutual funds10.62%₹14.94 Cr
- Cash and other4.73%₹6.66 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹1.58 Cr
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹1.58 Cr
- Net, FY to date
- ₹5.63 Cr
- Turnover, month
- 0.04×
- Turnover, past year
- 0.56×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Tamohara Multi Asset Strategy returned?
−0.44% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.76%; 3 months: −2.61%; 6 months: 6.27%; 1 year: −0.44%; 2 years: 2.52%; 3 years: 6.10%; 4 years: 7.93%; 5 years: 6.84%; Since inception: 9.13%.
How has it done against its benchmark?
Its benchmark, the NSE MAI 2, returned 2.21% over the year, so the strategy was 2.65 percentage points behind.
How much does Tamohara Multi Asset Strategy manage?
₹141 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 Multi Asset 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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