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Tamohara - Q
Tamohara - Q

Tamohara - Q

  • Tamohara Investment Managers Pvt Ltd
  • Multi Cap AND Flexi Cap
  • 158
    Out of 168*
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PMS Bazaar
Portfolio age3 years, 6 months
3.79%
4.62%
Hurdle Rate**0.00%
Fixed fee2.00%
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

bt_logoTRAILING PERFORMANCE

(As on 31/10/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (1.22%)
Allocation by Market Cap
Small Cap (4.48%)
Mid Cap (61.51%)
Large Cap (32.79%)
Sector Holdings
  • Information Technology25.55%
  • Automobile and Auto Components15.4%
  • Capital Goods14.16%
  • Healthcare11.99%
  • Metals & Mining10.85%
Stock Holdings
  • Hindalco Industries Ltd.5.92%
  • Eicher Motors Ltd.5.77%
  • Polycab India Limited5.71%
  • UNO Minda Limited5.32%
  • Torrent Pharmaceuticals Ltd.5.02%

bt_logoPORTFOLIO MANAGERS

Sheetal Malpani
  • Manager Rank158 Out of 168
    i
    Rank is based on 3-year return
  • Schemes Managed2
  • Total AUMUndisclosed
  • Highest Return In 1 Yr-2.16%
Profile

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.

Other Schemes
  • table
  • Grid
Compare
Tamohara - TIOS
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
106 Out of 251
Fixed Fee
2.50%
Scheme Return
3.95%
Benchmark Return
4.62%
Tamohara - Q
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
121 Out of 251
Fixed Fee
2.00%
Scheme Return
3.79%
Benchmark Return
4.62%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Oct, 2025)
Inception Date
Jun 10, 2022
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 1.00% if redeemed in 0-1 year, NA if redeemed in > 1-2 years, NA if redeemed in > 2-3 years, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
2.00%
Variable Fee
No Option
Hurdle Rate
No Option
Profit Sharing
No Option
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bt_logoINVESTMENT PHILOSOPHY

Objective

Combining human wisdom & execution of machine to deliverd best in classs risk adjusted return

Investment Approach

Q is a nimble portfolio that executes without any human emotional biases. Q selects companies in their growing cash flows phase but also has the discipline in cutting out great companies from the portfolio when they cease to be great investments. Q is the dean’s list of BSE200 as per Tamohara’s proprietary stock scoring system.

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Tamohara - Q
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
121 Out of 251
Fixed Fee
2.00%
Scheme Return
3.79%
Benchmark Return
4.62%
InCred - Multicap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 251
Fixed Fee
2.50%
Scheme Return
9.09%
Benchmark Return
4.27%
Agreya - Total Return Enhancer
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 251
Fixed Fee
2.50%
Scheme Return
7.85%
Benchmark Return
4.27%
Fident All-Season India Resurgent portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 251
Fixed Fee
2.00%
Scheme Return
7.7%
Benchmark Return
4.3%
Agreya - Total Return
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 251
Fixed Fee
2.50%
Scheme Return
7.35%
Benchmark Return
4.27%
White Pine India Emerging Stars
AUM (₹ Cr)
₹405.16 Cr
Hurdle Rate
No Option
Benchmark
MSEI SX 40 TRI
Category Rank
5 Out of 251
Fixed Fee
No Option
Scheme Return
7.35%
Benchmark Return
4.09%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Tamohara Investment Managers Pvt Ltd
Tamohara Investment Managers Pvt Ltd manages assets worth Rs 443.84 crores. Its current offering of PMS schemes includes 3 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

443.84 (As on Oct, 2025)

Number of Schemes

3
Schemes From This AMC
  • table
  • Grid
Compare
Tamohara - TRUFFLE
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
8 Out of 251
Fixed Fee
2.50%
Scheme Return
6.82%
Benchmark Return
4.62%
Tamohara - TIOS
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
106 Out of 251
Fixed Fee
2.50%
Scheme Return
3.95%
Benchmark Return
4.62%
Tamohara - Q
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
121 Out of 251
Fixed Fee
2.00%
Scheme Return
3.79%
Benchmark Return
4.62%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Tamohara - Q?
There is no option for Hurdle rate.
What is the fixed fee charged in Tamohara - Q ?
The fixed fee charged in Tamohara - Q is 2.00%.
What is the variable fee charged in Tamohara - Q ?
There is no option for Variable fee.
What is the profit sharing in Tamohara - Q ?
There is no option for Profit sharing.
What is the minimum investment in Tamohara - Q ?
The minimum investment in Tamohara - Q is ₹50 Lacs
What type of scheme is Tamohara - Q?
Tamohara - Q is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Tamohara - Q?
The inception date of Tamohara - Q is Jun 10, 2022.
What is the exit load of Tamohara - Q?
Exit load is 1.00% if redeemed in 0-1 year, NA if redeemed in > 1-2 years, NA if redeemed in > 2-3 years, 0% thereafter.

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