What is the hurdle rate of ithought - TRUBLU?

The hurdle rate of ithought - TRUBLU is 6.00%.

What is the fixed fee charged in ithought - TRUBLU ?

The fixed fee charged in ithought - TRUBLU is 1.00%.

What is the variable fee charged in ithought - TRUBLU ?

There is no option for Variable fee.

What is the profit sharing in ithought - TRUBLU ?

The profit sharing in ithought - TRUBLU is 20% Profit Sharing above 6% hurdle.

What is the minimum investment in ithought - TRUBLU ?

The minimum investment in ithought - TRUBLU is ₹50 Lacs

What type of scheme is ithought - TRUBLU?

ithought - TRUBLU is an Equity scheme. It falls in the Large Cap category.

What is the inception date of ithought - TRUBLU?

The inception date of ithought - TRUBLU is Mar 05, 2021.

ithought - TRUBLU

ithought Financial Consulting LLP
Large Cap

11
Out of 22*
Compare
Share

Portfolio age5 years, 5 months

2.2%

2.36%

Hurdle Rate**6.00%

Fixed fee1.00%

Min. Investment₹50 Lacs

*Ranking of the scheme in the peer group is based on its return for the longest period available

**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

TRAILING PERFORMANCE

(As on 31/07/2026)

Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year

No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)

Allocation by Market Cap

Undisclosed

Sector Holdings

Undisclosed

Stock Holdings

Undisclosed

PORTFOLIO MANAGERS

Shyam Sekhar

Manager Rank20 Out of 25
i
Rank is based on 3-year return
Schemes Managed5
Total AUM3320.5600000000004
Highest Return In 1 Yr8.77%

Profile

Mr Shyam Sekhar has more than 3 decades of investing experience in franchise based high growth businesses. He follows a value-based approach to investing. His focus is on identifying investment opportunities in emerging companies through a sound research driven process. His strengths include exposure to multiple industries as a research analyst, creating large sized portfolios and investing across market cycles.

Other Schemes

1m 3m 6m 1y 3y 5y

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Grid

Compare

ithought - TRUBLU

AUM (₹ Cr)

₹89.55 Cr

Hurdle Rate

6.00%

Benchmark

Nifty 50 TRI

Category

Large Cap

Category Rank

19 Out of 30

Fixed Fee

1.00%

Scheme Return

2.2%

Benchmark Return

2.36%

ithought - SOLITAIRE

AUM (₹ Cr)

₹1,800.88 Cr

Hurdle Rate

No Option

Benchmark

S&P BSE 500 TRI

Category

Multi Cap AND Flexi Cap

Category Rank

116 Out of 284

Fixed Fee

1.50%

Scheme Return

1.75%

Benchmark Return

2.19%

NIO

AUM (₹ Cr)

₹150.65 Cr

Hurdle Rate

No Option

Benchmark

NSE Multi Asset Index 1

Category

Multi Asset

Category Rank

16 Out of 45

Fixed Fee

1.50%

Scheme Return

1.3%

Benchmark Return

1.67%

ithought - SPHERE

AUM (₹ Cr)

₹913.35 Cr

Hurdle Rate

No Option

Benchmark

NSE Multi Asset Index 1

Category

Multi Asset

Category Rank

25 Out of 45

Fixed Fee

1.50%

Scheme Return

1.03%

Benchmark Return

1.67%

ithought - VRDDHI

AUM (₹ Cr)

₹366.13 Cr

Hurdle Rate

8.00%

Benchmark

S&P BSE 500 TRI

Category

Small Cap

Category Rank

17 Out of 28

Fixed Fee

No Option

Scheme Return

-0.37%

Benchmark Return

2.19%

*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FUND SUMMARY

AUM (₹ Cr)

89.55

(As on Jul, 2026)

Inception Date

Mar 05, 2021

Min. Investment

₹50 Lacs

SIP Option

Not Available

STP Option

Not Available

Exit Load

Exit load is 0%

Reporting Structure

TWRR Pooled

Time Weighted Rate of Return

FEE STRUCTURE

Fixed Fee

1.00%

Variable Fee

No Option

Hurdle Rate

6.00%

Profit Sharing

20% Profit Sharing above 6% hurdle

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INVESTMENT PHILOSOPHY

Objective

To invest in well managed Large companies with proven business models at reasonable valuations with the intention of giving the investors returns without much volatility. Buy and hold strategy will be followed.

Investment Approach

The investment strategy will follow a low churn and high quality investment approach. The intention is to create a portfolio of high quality largecaps within the NIFTY 50 Universe, with higher growth metrics and superior capital allocation.