- Manager
- Tamohara Investment Managers
- Service
- Discretionary
- Asset class
- Equity
Tamohara Truffle Strategy
+26.01%
1-year return
Benchmark NIFTY50TRI −7.09% · to 30 Sep 2026
Tamohara Investment Managers’ Tamohara Truffle Strategy returned 26.01% over the year to 30 Sep 2026, against −7.09% for its benchmark, the NIFTY50TRI. It managed ₹223 crore across its clients.
Key numbers
- AUM
- ₹223 Cr
- Benchmark
- NIFTY50TRI
- Turnover, past year
- 0.60×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTY50TRI | Difference |
|---|---|---|---|
| 1 month | −2.09% | −6.03% | +3.94% |
| 3 months | +5.71% | −4.91% | +10.62% |
| 6 months | +37.31% | +2.13% | +35.18% |
| 1 year | +26.01% | −7.09% | +33.10% |
| 2 years | +9.05% | −5.29% | +14.34% |
| 3 years | +17.69% | +6.06% | +11.63% |
| 4 years | +19.43% | +8.48% | +10.95% |
| 5 years | +15.95% | +6.38% | +9.57% |
| Since inception | +19.23% | +9.97% | +9.26% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity98.33%₹219 Cr
- Cash and other1.67%₹3.73 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹6.34 Cr
- Outflow, Sep 2026
- ₹0.20 Cr
- Net, Sep 2026
- ₹6.14 Cr
- Net, FY to date
- ₹13.98 Cr
- Turnover, month
- 0.04×
- Turnover, past year
- 0.60×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Tamohara Truffle Strategy returned?
26.01% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −2.09%; 3 months: 5.71%; 6 months: 37.31%; 1 year: 26.01%; 2 years: 9.05%; 3 years: 17.69%; 4 years: 19.43%; 5 years: 15.95%; Since inception: 19.23%.
How has it done against its benchmark?
Its benchmark, the NIFTY50TRI, returned −7.09% over the year, so the strategy was 33.10 percentage points ahead.
How much does Tamohara Truffle Strategy manage?
₹223 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Tamohara Truffle Strategy?
Tamohara Investment Managers, a SEBI-registered portfolio manager (INP000008020), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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