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.

Tamohara - Q

Tamohara Investment Managers Pvt Ltd
Multi Cap AND Flexi Cap

157
Out of 185*
Compare
Share

Portfolio age4 years

2.93%

-1.72%

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

TRAILING PERFORMANCE

(As on 31/05/2026)

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

PERFORMANCE

Calendar YearFinancial Year

No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)

CASH AND EQUIVALENT (0%)

Allocation by Market Cap

Small Cap (0%)

Mid Cap (31.22%)

Large Cap (35.45%)

Sector Holdings

Automobile and Auto Components12.45%
Healthcare11.41%
Capital Goods8.91%
Consumer Services6.16%
Chemicals6.02%

Stock Holdings

CG Power and Industrial Solutions Limited6.81%
Solar Industries India Limited6.02%
Avenue Supermarts Limited5.9%
Titan Company Limited5.77%
Thermax Ltd.4.68%

PORTFOLIO MANAGERS

Sheetal Malpani

Manager Rank157 Out of 185
i
Rank is based on 3-year return
Schemes Managed2
Total AUM32.62
Highest Return In 1 Yr3.95%

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

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Tamohara - Q

AUM (₹ Cr)

₹9.40 Cr

Hurdle Rate

No Option

Benchmark

Nifty 50 TRI

FUND SUMMARY

AUM (₹ Cr)

9.40

(As on May, 2026)

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

Time Weighted Rate of Return

FEE STRUCTURE

Fixed Fee

2.00%

Variable Fee

No Option

Hurdle Rate

No Option

Profit Sharing

No Option

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INVESTMENT 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.