Tamohara - TRUFFLE

Tamohara Investment Managers Pvt Ltd
Multi Cap AND Flexi Cap

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Share

Portfolio age5 years, 5 months

8.72%

-1.14%

Hurdle Rate**0.00%

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 31/08/2026)

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 (74.34%)

Mid Cap (3.5%)

Large Cap (18.96%)

Sector Holdings

Healthcare30.86%
Capital Goods22.52%
Financial Services22.52%
Chemicals7.94%
Automobile and Auto Components6.49%

Stock Holdings

Shivalik Bimetal Controls Ltd.7.94%
Neuland Laboratories Limited.6.33%
Thyrocare Technologies Limited5.75%
Acutaas Chemicals Limited5.54%
Kotak Mahindra Bank Limited5.41%

PORTFOLIO MANAGERS

Harini Dedhia

Manager Rank Out of 0
i
Rank is based on 3-year return
Schemes Managed0
Total AUMUndisclosed
Highest Return In 1 Yr-Infinity%

Profile

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

FUND SUMMARY

AUM (₹ Cr)

221.27

(As on Aug, 2026)

Inception Date

Apr 23, 2021

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

No Option

Hurdle Rate

No Option

Profit Sharing

No Option

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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

The investment objective of this portfolio is to deliver absolute wealth creation through a concentrated, long only, public equities portfolio.This strategy invests in companies which take advantage of an emerging external addressable opportunity ensuring strong growth prospects filtered through our fundamental quality requirements.