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Tamohara - TLES
Tamohara - TLES

Tamohara - TLES

  • Tamohara Investment Managers Pvt Ltd
  • SMALL AND MID CAP
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Portfolio age10 years, 2 months
8.44%
%
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

bt_logoTRAILING PERFORMANCE

(As on 30/06/2024)
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)
Allocation by Market Cap
Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

bt_logoPORTFOLIO MANAGERS

No data found

bt_logoFUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Jun, 2024)
Inception Date
Oct 06, 2015
Min. Investment
₹50 Lacs
SIP Option
Available
STP Option
Available
Exit Load
Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
2.50%
Variable Fee
1.00%
Hurdle Rate
10%
Profit Sharing
Profit sharing 20% above 10% hurdle
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bt_logoINVESTMENT PHILOSOPHY

Objective

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

Investment Approach

TLES invests predominantly in small-and-mid-cap companies, with up to 20% tactical allocation in large cap companies in unusual circumstances. We buy companies where we see growth in cashflows.We will not buy businesses at peak margins, peak earnings and peak multiples.

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Shriram Future GEMS
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
1 Out of 53
Fixed Fee
No Option
Scheme Return
3.44%
Benchmark Return
1.92%
Trivantage Capital - Small and Midcap Financials
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 53
Fixed Fee
2.50%
Scheme Return
3.37%
Benchmark Return
1.92%
Aditya Birla Sun Life- Select Sector Portfolio
AUM (₹ Cr)
₹551.31 Cr
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 53
Fixed Fee
2.50%
Scheme Return
2.9%
Benchmark Return
0.96%
Magadh Capital - Future Stars
AUM (₹ Cr)
₹66.56 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 53
Fixed Fee
2.50%
Scheme Return
1.75%
Benchmark Return
0.96%
Avenue Fund
AUM (₹ Cr)
₹134.20 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 53
Fixed Fee
2.00%
Scheme Return
1.69%
Benchmark Return
0.96%
Karma Capital - Lotus
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
6 Out of 53
Fixed Fee
2.50%
Scheme Return
1.12%
Benchmark Return
0.96%
*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 449.05 crores. Its current offering of PMS schemes includes 3 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

449.05 (As on Nov, 2025)

Number of Schemes

3
Schemes From This AMC
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  • Grid
Compare
Tamohara - TRUFFLE
AUM (₹ Cr)
₹168.42 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
85 Out of 259
Fixed Fee
2.50%
Scheme Return
0.82%
Benchmark Return
1.92%
Tamohara - Q
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
155 Out of 259
Fixed Fee
2.00%
Scheme Return
-0.28%
Benchmark Return
1.92%
Tamohara - TIOS
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
194 Out of 259
Fixed Fee
2.50%
Scheme Return
-1.1%
Benchmark Return
1.92%
*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 - TLES?
The hurdle rate of Tamohara - TLES is 10%.
What is the fixed fee charged in Tamohara - TLES ?
The fixed fee charged in Tamohara - TLES is 2.50%.
What is the variable fee charged in Tamohara - TLES ?
The variable fee charged in Tamohara - TLES is 1.00%.
What is the profit sharing in Tamohara - TLES ?
The profit sharing in Tamohara - TLES is Profit sharing 20% above 10% hurdle.
What is the minimum investment in Tamohara - TLES ?
The minimum investment in Tamohara - TLES is ₹50 Lacs
What type of scheme is Tamohara - TLES?
Tamohara - TLES is an Equity scheme. It falls in the SMALL AND MID CAP category.
What is the inception date of Tamohara - TLES?
The inception date of Tamohara - TLES is Oct 06, 2015.
What is the exit load of Tamohara - TLES?
Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.

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