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Tamohara - TRUFFLE
Tamohara - TRUFFLE

Tamohara - TRUFFLE

  • Tamohara Investment Managers Pvt Ltd
  • Multi Cap AND Flexi Cap
  • 93
    Out of 172*
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PMS Bazaar
Portfolio age4 years, 9 months
-3.33%
-0.28%
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

bt_logoTRAILING PERFORMANCE

(As on 31/12/2025)
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 (5.21%)
Allocation by Market Cap
Small Cap (58.81%)
Mid Cap (3.4%)
Large Cap (25.52%)
Sector Holdings
  • Healthcare29.09%
  • Financial Services25.07%
  • Capital Goods12.49%
  • Automobile and Auto Components11.39%
  • Chemicals4.81%
Stock Holdings
  • Kotak Mahindra Bank Ltd.7.43%
  • Acutaas Chemicals Limited6.99%
  • HDFC Bank Ltd.6.66%
  • Cash & Cash Equivalents6.48%
  • Thyrocare Technologies Limited5.96%

bt_logoPORTFOLIO MANAGERS

Harini Dedhia
  • Manager Rank93 Out of 172
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUM164.99
  • Highest Return In 1 Yr1.83%
Profile

Other Schemes
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Tamohara - TRUFFLE
AUM (₹ Cr)
₹164.99 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
245 Out of 263
Fixed Fee
2.50%
Scheme Return
-3.33%
Benchmark Return
-0.28%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
164.99
(As on Dec, 2025)
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
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
2.50%
Variable Fee
No Option
Hurdle Rate
No Option
Profit Sharing
No Option
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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

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.

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Tamohara - TRUFFLE
AUM (₹ Cr)
₹164.99 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
244 Out of 263
Fixed Fee
2.50%
Scheme Return
-3.33%
Benchmark Return
-0.28%
Quant Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
6%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 263
Fixed Fee
1.75%
Scheme Return
8.33%
Benchmark Return
-0.24%
Catalyst Series 1
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 263
Fixed Fee
No Option
Scheme Return
4.09%
Benchmark Return
-0.28%
Globe Capital - Arbitrage
AUM (₹ Cr)
₹263.54 Cr
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 263
Fixed Fee
2.50%
Scheme Return
4.03%
Benchmark Return
-0.24%
MRG Capital - Wealth Maximizer
AUM (₹ Cr)
₹15.65 Cr
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 263
Fixed Fee
1.00%
Scheme Return
3.27%
Benchmark Return
-0.28%
ITUS - Fundamental Value Fund
AUM (₹ Cr)
₹1,358.90 Cr
Hurdle Rate
15.00%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 263
Fixed Fee
No Option
Scheme Return
3.11%
Benchmark Return
-0.28%
*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 443.62 crores. Its current offering of PMS schemes includes 3 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

443.62 (As on Dec, 2025)

Number of Schemes

3
Schemes From This AMC
  • table
  • Grid
Compare
Tamohara - Q
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
108 Out of 263
Fixed Fee
2.00%
Scheme Return
-0.69%
Benchmark Return
-0.28%
Tamohara - TIOS
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
152 Out of 263
Fixed Fee
2.50%
Scheme Return
-1.23%
Benchmark Return
-0.28%
Tamohara - TRUFFLE
AUM (₹ Cr)
₹164.99 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
245 Out of 263
Fixed Fee
2.50%
Scheme Return
-3.33%
Benchmark Return
-0.28%
*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 - TRUFFLE?
There is no option for Hurdle rate.
What is the fixed fee charged in Tamohara - TRUFFLE ?
The fixed fee charged in Tamohara - TRUFFLE is 2.50%.
What is the variable fee charged in Tamohara - TRUFFLE ?
There is no option for Variable fee.
What is the profit sharing in Tamohara - TRUFFLE ?
There is no option for Profit sharing.
What is the minimum investment in Tamohara - TRUFFLE ?
The minimum investment in Tamohara - TRUFFLE is ₹50 Lacs
What type of scheme is Tamohara - TRUFFLE?
Tamohara - TRUFFLE is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Tamohara - TRUFFLE?
The inception date of Tamohara - TRUFFLE is Apr 23, 2021.
What is the exit load of Tamohara - TRUFFLE?
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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