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Tamohara PMS

PMS Rating

IME PMS Rating

AMC does not meet our selection criteria at this time

Not a recommended AMC: Backed by a fund manager with a strong pedigree, Tamohara PMS has the potential to emerge as a credible PMS player, but it has still not matured enough to recommend investments. We would like to see a longer-term track record, a tighter focus on core offerings and a more clearly defined investment style prior to taking a clear call on the value in an investor's portfolio.

The PMS/AIF AMC Rating is derived on the basis of our analysis on 5 key qualitative parameters that we use to analyse the quality of a PMS/AIF Provider. These include an assessment of the size of the AMC, the pedigree of the AMC, the pedigree of the team, the value of the investment philosophy & the level of differentiation. These insights of our central research team are documented in the IME RMS, and can be accessed during a consultation call with an IME PMS specialist.

PMS Background

Discretionary AUM (176cr) | Promoter Category ()

PMS Background

Founded in 2016, Tamohara is a young but upcoming PMS that is backed by a strongly experienced investments team.

PMS Investment Phliosophy

More than a specific style, Tamohara’s investment philosophy revolves around doing in-depth research to identify attractive businesses to invest in. Tamohara has invested in a reasonably strong investments team to back their claim of superior research. In order to invest in attractive businesses the following are investigated: 

  • Business Opportunity- Size and achievability of opportunity, quality, profitability
  • Competitive Advantage- Entry Barriers, replicability, scalability, industry structure, technology
  • Management Quality- Integrity, ambition, interest of minority shareholders, adaptability 
  • Capital Efficiency- Caution against destructive capital allocation, focus on cash flows to shareholders
  • Free Cash Flows– Potential to generate free cash, high return on incremental investments 

 

Focused on in-depth research to invest in businesses that are attractive in terms of competition, good quality management, efficient capital allocation and able to generate free cash

Inv Team

Investment Team

Sudhanshu Asthana | 3-star rated FM

CEO & CIO | 19 yrs Experience | 8 yrs at current firm

Past Experience: Senior VP and Senior Fund Manager Equity (Axis Mutual Fund), Fund Manager (Barclays Wealth Management), Fund Manager (SBI Funds Management Pct Ltd), Jt Fund Manager (Quantum Mutual Fund),

Sudhanshu Asthana comes with 20 years of experience in financial markets. He started as an equity analyst on institutional equity desks of various brokerage houses. For the past 15 years, he has been working on the fund management side.

PMS/AIF Schemes

PMS & Listed Equity AIF Schemes

Scheme Category Style 1 yr 3 yr 5 yr Since Inc
Tamohara Long Term Equity Mid & Smallcap GARP 20.2 11.5 18.2 12.8
Tamohara Opportunities Large & Midcap GARP 22.9 13.7 15.9 13.1
Tamohara Sapient Allcap 29.4 7.6 9.5

Returns as of 30-Sep-24.

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