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Tamohara Sapient Allcap

Scheme Rating

IME Scheme Rating

The Scheme does not meet our selection criteria at this time

Not a recommended fund: This is not a recommended fund, primarily because the AMC does not meet our selection criteria. We believe that there are better fund houses to invest in, within the Indian mutual fund universe.

IME Strategy Rating

General Flexi-cap Approach: The objective of this strategy is to compound capital over the medium term by investing in high quality businesses across the spectrum of market capitalizations, independent of any benchmark index

PMS Scheme Ratings are driven by IME’s Proprietary Scheme Rating Methodology, which takes into account our ratings of the Scheme’s investment strategy, its maturity, the investment team, and our separate rating on the AMC that runs this particular scheme. Our views on each of these individual criteria are available via the IME RMS – which you can view by reaching out to one of our relationship managers (using either the live chat or book appointment feature on this site).

IME View on Tamohara Sapient Allcap

Type: | | AUM (2.2 cr) | Inc Date (14 Mar 2018)

Tamohara SWAT-Investment Strategy

Tamohara SWAT is a multi-cap strategy. Long only, benchmark agnostic strategy. Portfolio of 15-20 businesses that have superior entry barriers, high growth potential and ability to generate free cash, and high returns on invested capital.

Factors considered while investing

  • Business Opportunity: Size and achievability of opportunity, quality, profitability
  • Competitive Advantage: observing 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. 

Trailing Performance

1yr 3yr 5yr Since Inception
Tamohara Sapient Allcap 31.8 10.7 8.2
S&P BSE 500 TRI 39.5 19.5 15.2
Alpha over Broad Mkt BM -7.7 -8.8 -7
Nifty 500 38.4 18.1
Alpha over Category BM -6.6 -7.4

Performance as of: 28-Feb-23 | Inception Date: 14-Mar-18

Fund Managers

AMC

AMC: Tamohara PMS (click link for detailed AMC review)

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.

Tamohara PMS does not meet our criteria for PMS AMC Selection at this time. Understand our AMC rating criteria at AMC Rating Criteria or contact us via the LiveChat to learn more.

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Details shared on the public website, are only a short snapshot of the more detailed analysis that resides in our Proprietary Research Management Solution (RMS) – A proprietary cloud-based tool, that ensures that the unbiased research insights of our central research team are shared directly with investors.

Our RMS allows us to operate with a level of transparency, ethics & consistency of insights, that is unparrarelled in the industry. Our RM’s will help showcase the PMS/AIF options that are the most suited for your unique requirements.

Download Sample RMS Reports: AMC View | Scheme Comparison

Note: PMS AMC & Scheme Reviews and Ratings are based on IME Capital’s Proprietary Review and Rating Methodology (read more here: AMC Rating & Scheme Ratings). These reflect the unbiased views of our central research team, based on our assessment of the investment value of these PMS/AIF strategies for our investors. We follow a highly stringent rating-criteria, where approximately 50% of PMS AMC’s & strategies would be rated 2-star or below (this is not meant to indicate that these funds are not investment-worthy, but that they do not currently fulfill the requirements we focus on for recommending funds to our investors — based on our internal views on the merit of the AMC/strategy relative to peers). Reviews & Ratings are primarily based on research of publicly available information (SEBI disclosures, PMS websites, PMS-aggregation platforms, webinar recording, media interviews etc.) and no explicit consent is required from AMCs for the same. While we endeavour to do further due-diligence via direct interactions with the investment teams of AMCs, this is typically restricted to AMC’s that meet our foundational fund selection criteria (reviews on lower-rated AMCs are often based solely on publicly available information). The views reflected in our Reviews & Ratings, are our independent views and may not be shared by the AMC’s and the investment teams. Please read detailed disclaimer for more.