What is the hurdle rate of Tamohara - TIOS?

The hurdle rate of Tamohara - TIOS is 10%.

What is the fixed fee charged in Tamohara - TIOS ?

The fixed fee charged in Tamohara - TIOS is 2.50%.

What is the variable fee charged in Tamohara - TIOS ?

The variable fee charged in Tamohara - TIOS is 1.00%.

What is the profit sharing in Tamohara - TIOS ?

The profit sharing in Tamohara - TIOS is Profit sharing 20% above 10% hurdle.

What is the minimum investment in Tamohara - TIOS ?

The minimum investment in Tamohara - TIOS is ₹50 Lacs

What type of scheme is Tamohara - TIOS?

Tamohara - TIOS is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.

What is the inception date of Tamohara - TIOS?

The inception date of Tamohara - TIOS is Mar 18, 2016.

Tamohara - TIOS

Tamohara Investment Managers Pvt Ltd
Multi Cap AND Flexi Cap

114
Out of 118*
Compare
Share

Portfolio age9 years, 8 months

3.95%

4.62%

Hurdle Rate**10%

Fixed fee2.50%

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 31/10/2025)

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 (16.65%)

Allocation by Market Cap

Small Cap (41.43%)

Mid Cap (7.03%)

Large Cap (34.89%)

Sector Holdings

Financial Services28.98%
Capital Goods10.29%
Information Technology8.45%
Fast Moving Consumer Goods7.41%
Healthcare7.3%

Stock Holdings

Cash & Cash Equivalents16.65%
HDFC Bank Ltd7.72%
Infosys Ltd4.87%
Shivalik Bimetal Controls Ltd.4.77%
Can Fin Homes Ltd.3.98%

PORTFOLIO MANAGERS

Sheetal Malpani

Manager Rank160 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

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Tamohara - TIOS

AUM (₹ Cr)

UNDISC.

Hurdle Rate

10%

Benchmark

Nifty 50 TRI

FUND SUMMARY

AUM (₹ Cr)

UNDISC.

(As on Oct, 2025)

Inception Date

Mar 18, 2016

Min. Investment

₹50 Lacs

SIP Option

Available

STP Option

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

2.50%

Variable Fee

1.00%

Hurdle Rate

10%

Profit Sharing

Profit sharing 20% above 10% hurdle

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INVESTMENT PHILOSOPHY

Objective

To Construct well reasearched and comprehensive portfolio to generate steady wealth creation in the long run

Investment Approach

Multi-cap ideal mix in large & midcap/ exit when fair value targets are achived /invest in good business opportunities, free cash flow, capital efficient, quality management, & competitive advantage.TIOS invests predominantly in Structural : 60-70% , Tactical 30-40%.