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TAMOHARA MULTI ASSET STRATEGY

TAMOHARA MULTI ASSET STRATEGY is a Multi_asset Portfolio Management Service launched by Tamohara Investment Managers Pvt Ltd on March 2019. Managed by Sheetal Malpani, the fund holds ₹141 Cr in AUM and benchmarks against NSE Multi Asset Index 2. Minimum investment is ₹5000000 lakh. Trailing returns: 2.57% (1Y), 8.29% CAGR (3Y), 9.91% since inception. Performance data as of July 2026.

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TAMOHARA MULTI ASSET STRATEGY

Tamohara Investment Managers Pvt Ltd

140.86 CR AUM

TAMOHARA MULTI ASSET STRATEGY

TAMOHARA MULTI ASSET STRATEGY

Tamohara Investment Managers Pvt Ltd

140.86 CR AUM

NSE Multi Asset Index 2
Benchmark
7yr 4mo
Age
MULTI_ASSET
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
NSE Multi Asset Index 2
Benchmark
7yr 4mo
Age
MULTI_ASSET
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

sheetal malpani

Fund Manager
MULTI_ASSETStrategies

Sheetal is a post graduate in management with a major in Finance. He also holds the Chartered Financial Analyst designation. He has 12 years of experience in the Indian Capital Markets. Before his association with Tamohara, he was with HDFC securities, Brics Securities, and Enam securities. At Tamohara, his primary responsibility is evaluating investment opportunities and Investment Management.

Sheetal is a post graduate in management with a major in Finance. He also holds the Chartered Financial Analyst designation. He has 12 years of experience in the Indian Capital Markets. Before his association with Tamohara, he was with HDFC securities, Brics Securities, and Enam securities. At Tamohara, his primary responsibility is evaluating investment opportunities and Investment Management.

What is this fund's investment objective?

The investment objective of this strategy is to dynamically manage the equity allocation between 0-100% using units of Equity and Debt Mutual Funds, Exchange Traded Funds, PMS and Listed Equity Stocks and Debt and Derivatives to generate long term capital appreciation

How has TAMOHARA MULTI ASSET STRATEGY performed?

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Wealth Creation Calculator

1M IA return
1.42%
1M benchmark return
1.71%
Alpha
-0.29%
1M Wealth multiple
1.01x

How has this fund performed vs its benchmark?

2026
2026
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Wealth Creation Calculator

1M IA return
1.42%
1M benchmark return
1.71%
Alpha
-0.29%
1M Wealth multiple
1.01x

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