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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 (1.4 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 22.2 7.3 7.5
S&P BSE 500 TRI 34.7 18 13.6
Alpha over Broad Mkt BM -12.5 -10.7 -6.1
Nifty 500 33.8 16.9
Alpha over Category BM -11.6 -9.6

Performance as of: 31-May-24 | 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.