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Model Stock Portfolios

smallcases are intelligent baskets of right stocks that are managed by Tamohara NXT Research Desk

Managed by

Tamohara Investment Managers

SEBI Registered



20+ years

Investment Strategy


Tamohara Investment Managers is a SEBI registered portfolio manager. Over the last five years the firm has built an Equities Investment Platform, offering two flagship strategies & bespoke solutions to Individuals and Institutions. Tamohara believes in active investment management, seeking high return generating businesses and valuing the companies on their Long-term CASH FLOW generation. All portfolio actions are based on the holding period return of each holding rather than the valuation/level of the markets. In order to curate quality investment portfolios the team follows a bottoms up approach to investing. The 8 Member investment team has a collective experience of 12 decades and has been drawn from marquee investment institutions from India and abroad.

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What is Growth Investing? Sudhanshu Asthana, CEO of Tamohara Investment Managers, explains in The smallcases show on Bloomberg Quint

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3 simple steps



Choose a suitable portfolio that matches your investment objective.



Subscribe to the portfolio & get access to the constituent stocks & weights.



Invest in the portfolio & apply regular portfolio updates. Set up SIP for disciplined investing.

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Frequently asked questions

What are the products offered?
NXT Wisdom Allcap Tamohara Strategy,
What is their investment philosophy?
Stock Return = Dividends + Earnings Growth + Multiple Expansion/Contraction A business’ ability to payout dividends is typically dependent upon the reinvestment needs of the business for future growth [Dividend = Earnings – Reinvestment Rate]. Earnings growth is determined by the ability of a business to reinvest capital and the returns that it generates on that invested capital [Earnings Growth = Reinvestment Rate x Return on Invested Capital]. Multiple expansion is usually driven by an improvement in the cash flow profile, whereas contraction is driven by a deterioration in the cash flow profile [Multiple Change  Return on Invested Capital]. Thus, stock returns are a function of the reinvestment needs of a business and the returns that a business generates on such invested capital.
What is a smallcase?
A smallcase is a basket of stocks/ETFs* in a specified weighting scheme that reflects a certain objective (ideas, themes, strategies), backed by the research of Tamohara NXT. You can invest in a smallcase in 2 clicks., *ETFs (Exchange Traded Funds) are baskets of securities that track an underlying index (Nifty, Gold, etc) and can be bought and sold on the exchange.
Who can subscribe to these smallcases?
Tamohara NXT decides who can invest in the smallcases created by them and can create two types of smallcases :, Exclusive smallcases : smallcases which require a subscription to Tamohara's Advisory in order to invest in the smallcase. You can subscribe to a smallcase directly from the smallcase profile through the subscription form., Public smallcases : smallcases in which anyone who has an account with our partner brokers can invest. You can invest in this smallcase by clicking on “Buy smallcase” in the smallcase profile and logging with your broker credentials.,
How do I track my smallcases?
When you buy a smallcase, the index value is set to 100 on the buy day - this helps you track the total returns without having to monitor each stock. You can also use the performance metrics to get a more detailed understanding of your smallcase.
Are there lock-in periods?
There are no lock-in periods, so you may sell your smallcases anytime. As a concept however, smallcases work best when used for long-term investing.
More questions? Check out help section