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Tamohara Long Term Equity

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 Strategy: The objective of this strategy is to compound capital over the medium term by investing in high quality businesses across the spectrum of market capitalisations, 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 Long Term Equity

Type: Mid & Smallcap | GARP | AUM (41.3 cr) | Inc Date (6 Oct 2015)

Tamohara TLES- Investment Strategy

Benchmark & market-cap agnostic

Tamohara TLES is a small-cap strategy. Benchmark and market-cap agnostic. 80-90% in small and midcap, <20% tactical large-cap exposure.

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 Long Term Equity 23.3 16.4 15.1 11.7
S&P BSE 500 TRI 39.5 19.5 19 15.6
Alpha over Broad Mkt BM -16.2 -3.1 -3.9 -3.9
Nifty Midcap 150 56.3 26.5 24.4
Alpha over Category BM -33 -10.1 -9.3

Performance as of: 28-Feb-23 | Inception Date: 06-Oct-15

Fund Managers

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.

Fee Structure

Fee StructureFee
Fixed Fee Structure2.5
Variable Fee Structures2% fixed + 20% (with catch up end of 3yr)above 12% hurdle
Exit Fees1yr (3%), 2yr (2%), 3yr (1%)

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.

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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.