Tamohara PMS strategies
Tamohara runs 15 portfolio management strategies listed with APMI, managing ₹638 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.
| Strategy | Category | Manager | AUM | 3Y return | vs benchmark | Fees | Minimum | Data month |
|---|---|---|---|---|---|---|---|---|
| Tamohara Truffle Strategy | Equity | Sheetal Malpani | ₹223 Cr | +17.69% | +11.63 pts | — | ₹50 Lakhs | Sep 2026 |
| Tamohara Truffle Flexicap Strategy | Equity | — | ₹152 Cr | +16.23% | — | — | ₹50 Lakhs | — |
| Tamohara Multi Asset Strategy | Multi Asset | — | ₹136 Cr | +9.73% | — | — | ₹50 Lakhs | — |
| Tamohara Trade Sanchay Strategy | Equity | Sheetal Malpani | ₹32.76 Cr | +9.22% | +3.16 pts | 2% fixed | ₹50 Lakhs | Sep 2026 |
| Tamohara Long Term Equity Strategy | Equity | Sheetal Malpani | ₹26.72 Cr | +8.31% | +2.25 pts | — | ₹50 Lakhs | Sep 2026 |
| Tamohara India Opportunities Strategy | Equity | Sheetal Malpani | ₹22.96 Cr | +5.41% | -0.65 pts | — | ₹50 Lakhs | Sep 2026 |
| Sapient Tamohara Multi Asset Strategy | Multi Asset | — | ₹17.24 Cr | +12.30% | — | — | ₹50 Lakhs | — |
| Tamohara VIP Strategy | Equity | Sheetal Malpani | ₹9.52 Cr | — | — | — | ₹50 Lakhs | Sep 2026 |
| Tamohara Q Strategy | Equity | Sheetal Malpani | ₹8.96 Cr | +6.10% | +0.04 pts | — | ₹50 Lakhs | Sep 2026 |
| Tamohara NXT Multicap Strategy | Equity | Sheetal Malpani | ₹6.8 Cr | +5.84% | -0.22 pts | — | ₹50 Lakhs | Sep 2026 |
| Sapient Wisdom Allcap Tamohara Strategy | Equity | — | ₹1.2 Cr | +8.35% | — | — | ₹50 Lakhs | — |
| Tamohara Trade Multi Asset Strategy | Multi Asset | — | ₹0.64 Cr | — | — | — | ₹50 Lakhs | — |
| Tamohara Investment Managers Pvt Ltd -JRL - Tamohara Rising 20-20 Strategy | Equity | Sheetal Malpani | ₹0.54 Cr | +10.32% | +4.26 pts | — | ₹50 Lakhs | Sep 2026 |
| Tamohara Azure Equity Strategy | Equity | — | ₹0.39 Cr | +12.93% | — | — | ₹50 Lakhs | — |
| Tamohara Family Office Series VI | Equity | Sheetal Malpani | — | -2.36% | -8.42 pts | — | ₹50 Lakhs | Sep 2026 |
Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "—" means the figure isn't reported. Past returns don't predict future returns.
Talk to a SEBI-registered adviser about PMS