scorecardresearch
Business Today
Subscribe
PMS Today US News India UPSTART Weather BT Shorts NRI Education Election
BT Golf BT Mindrush BT Best Banks
Clear all
Search

COMPANIES

No Data Found

NEWS

No Data Found
Sign in Subscribe
events
Special
  • BT tech today
  • BT 500 wealth creators summit
  • Economic Indicators
News
Pms
ithought - TRUBLU

Feedback
ithought - TRUBLU

ithought - TRUBLU

  • ithought Financial Consulting LLP
  • LARGE CAP
  • 8
    Out of 24*
  • Share
    Compare
  • Share
    • Whatsapp
    • Twitter
    • Facebook
    Share
Powered by
Portfolio age 4 years, 0 months
0.22%
-0.45%
Hurdle Rate** 6.00%
Fixed fee 1.00%
Min. Investment ₹50 Lac
*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 31/01/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar Year Financial Year

DETAILED PORTFOLIO

EQUITY (Undisclosed)
Allocation by Market Cap
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

PORTFOLIO MANAGERS

Shyam Sekhar
  • Manager Rank 8 Out of 24
    i
    Rank is based on 3-year return
  • Schemes Managed 5
  • Total AUM ₹2395 Cr
  • Highest Return In 1 Yr 23.69%
Profile

Mr Shyam Sekhar has more than 3 decades of investing experience in franchise based high growth businesses. He follows a value-based approach to investing. His focus is on identifying investment opportunities in emerging companies through a sound research driven process. His strengths include exposure to multiple industries as a research analyst, creating large sized portfolios and investing across market cycles.

Other Schemes
1M 3M 6M 1Y 3Y 5Y
  • table
  • Grid
ithought - SPHERE
AUM (₹ Cr)
555
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 1
Category
MULTI ASSET
Category Rank
1 Out of 19
Fixed Fee
1.50%
Scheme Return
1.42%
Benchmark Return
-1.08%
NIO
AUM (₹ Cr)
82
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 1
Category
MULTI ASSET
Category Rank
2 Out of 19
Fixed Fee
1.50%
Scheme Return
0.67%
Benchmark Return
-1.08%
ithought - TRUBLU
AUM (₹ Cr)
71
Hurdle Rate
6.00%
Benchmark
Nifty 50 TRI
Category
LARGE CAP
Category Rank
3 Out of 26
Fixed Fee
1.00%
Scheme Return
0.22%
Benchmark Return
-0.45%
ithought - SOLITAIRE
AUM (₹ Cr)
1307
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP
Category Rank
63 Out of 177
Fixed Fee
1.50%
Scheme Return
-5.47%
Benchmark Return
-3.43%
ithought - VRDDHI
AUM (₹ Cr)
380
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
SMALL CAP
Category Rank
14 Out of 25
Fixed Fee
No Option
Scheme Return
-10.43%
Benchmark Return
-3.43%
Strategy Name Category Rank Scheme Return Benchmark Return Benchmark Category Name Fund Size (Cr)
ithought - SPHERE
1Out of 5
1.42%
-1.08%
NSE Multi Asset Index 1
MULTI ASSET
₹555 Cr.
NIO
1Out of 5
0.67%
-1.08%
NSE Multi Asset Index 1
MULTI ASSET
₹82 Cr.
ithought - TRUBLU
1Out of 5
0.22%
-0.45%
Nifty 50 TRI
LARGE CAP
₹71 Cr.
ithought - SOLITAIRE
1Out of 5
-5.47%
-3.43%
S&P BSE 500 TRI
MULTI CAP
₹1307 Cr.
ithought - VRDDHI
1Out of 5
-10.43%
-3.43%
S&P BSE 500 TRI
SMALL CAP
₹380 Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised
Balaji_GR
  • Manager Rank 8 Out of 24
    i
    Rank is based on 3-year return
  • Schemes Managed 1
  • Total AUM ₹71 Cr
  • Highest Return In 1 Yr 11.44%
Profile

Balaji is a passionate equity investor with 16+ years’ of experience in financial markets with Fidelity, Reliance Capital & IIFL Wealth. He has in depth expertise across various functions in Asset Management and Wealth Management. Balaji is an MBA Finance Graduate who has a keen interest in stock markets and has been investing since college days. He is an active speaker in public forums including Tamil Nadu Investor Association, SEBI Investor Meet, etc. Balaji is also a regular columnist at The Hindu. He voraciously reads annual reports and books about investor behaviour. Balaji is involved with research and fund management at ithought.

Other Schemes
1M 3M 6M 1Y 3Y 5Y
  • table
  • Grid
ithought - TRUBLU
AUM (₹ Cr)
71
Hurdle Rate
6.00%
Benchmark
Nifty 50 TRI
Category
LARGE CAP
Category Rank
3 Out of 26
Fixed Fee
1.00%
Scheme Return
0.22%
Benchmark Return
-0.45%
Strategy Name Category Rank Scheme Return Benchmark Return Benchmark Category Name Fund Size (Cr)
ithought - TRUBLU
1Out of 1
0.22%
-0.45%
Nifty 50 TRI
LARGE CAP
₹71 Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FUND SUMMARY

AUM (₹ Cr)
71 (As on Jan, 2025)
Inception Date
Mar 5, 2021
Min. Investment
₹50 Lac
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 0%
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

Fee Structure

Fixed Fee
1.00%
Variable Fee
No Option
Hurdle Rate
6.00%
Profit Sharing
20% Profit Sharing above 6% hurdle
SUBSCRIBE TO
BUSINESS TODAY MAGAZINE
Subscribe Now
Already a subscriber? Login

Investment Philosophy

Objective

To invest in well managed Large companies with proven business models at reasonable valuations with the intention of giving the investors returns without much volatility. Buy and hold strategy will be followed.

Investment Approach

The investment strategy will follow a low churn and high quality investment approach. The intention is to create a portfolio of high quality largecaps within the NIFTY 50 Universe, with higher growth metrics and superior capital allocation.

CALCULATORS

Income Tax Calculator SIP Calculator FD Calculator Dividend Yield Calculator Lump-Sum Calculator CAGR Calculator Top-Up Calculator Latte Factor Calculator

BT Tv Section Video

Karnataka Gold Smuggling Scandal: IPS Officer, Actor Daughter & Hawala Links Exposed! 2:52 Karnataka Gold Smuggling Scandal: IPS Officer, Actor Daughter & Hawala Links Exposed!
India Today Conclave 2025: LIVE & Exclusive - A Power-Packed Gathering Of Leaders & Visionaries! 0:40 India Today Conclave 2025: LIVE & Exclusive - A Power-Packed Gathering Of Leaders & Visionaries!
India Today Conclave: LIVE & Exclusive - Where Power, Politics & Ideas Shape The Future! 0:34 India Today Conclave: LIVE & Exclusive - Where Power, Politics & Ideas Shape The Future!
FM Sitharaman: Waiting For Result Of Piyush Goyal's Trade Talks In U.S. 3:33 FM Sitharaman: Waiting For Result Of Piyush Goyal's Trade Talks In U.S.
Tesla’s Big Move: Showroom Finalised In Mumbai, Announcement For Delhi Likely Soon 2:52 Tesla’s Big Move: Showroom Finalised In Mumbai, Announcement For Delhi Likely Soon
View more

PEER ANALYSIS

1M 3M 6M 1Y 3Y 5Y
  • table
  • Grid
Compare
ithought - TRUBLU
AUM (₹ Cr)
71
Hurdle Rate
6.00%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 26
Fixed Fee
1.00%
Scheme Return
0.22%
Benchmark Return
-0.45%
Pelican - PE Fund
AUM (₹ Cr)
47.63
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
1 Out of 26
Fixed Fee
1.50%
Scheme Return
0.73%
Benchmark Return
-0.45%
Marcellus - Kings of Capital
AUM (₹ Cr)
237.82
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 26
Fixed Fee
2.50%
Scheme Return
0.39%
Benchmark Return
-0.45%
Centrum - Built To Last
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 26
Fixed Fee
1.75%
Scheme Return
-0.20%
Benchmark Return
-3.43%
PriceBridge Top 100 Equity
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 26
Fixed Fee
No Option
Scheme Return
-1.11%
Benchmark Return
-0.45%
Karma Capital - Magnolia
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
6 Out of 26
Fixed Fee
2.00%
Scheme Return
-1.33%
Benchmark Return
-0.45%
Strategy Name Category Rank Scheme Return Benchmark Return Benchmark Category Name Hurdle Rate Fund Size (Cr)
ithought - TRUBLU
1Out of 26
0.22%
-0.45%
Nifty 50 TRI
LARGE CAP
6.00%
₹71 Cr.
Pelican - PE Fund
1Out of 26
0.73%
-0.45%
Nifty 50 TRI
LARGE CAP
10.00%
₹47.63 Cr.
Marcellus - Kings of Capital
1Out of 26
0.39%
-0.45%
Nifty 50 TRI
LARGE CAP
10.00%
₹237.82 Cr.
Centrum - Built To Last
1Out of 26
-0.20%
-3.43%
S&P BSE 500 TRI
LARGE CAP
No Option
₹UNDISC. Cr.
PriceBridge Top 100 Equity
1Out of 26
-1.11%
-0.45%
Nifty 50 TRI
LARGE CAP
No Option
₹UNDISC. Cr.
Karma Capital - Magnolia
1Out of 26
-1.33%
-0.45%
Nifty 50 TRI
LARGE CAP
10%
₹UNDISC. Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

About the AMC

ithought Financial Consulting LLP
ithought Financial Consulting LLP manages assets worth Rs 2724.24 crores. Its current offering of PMS schemes includes 2 Multi Asset, 1 Large Cap, 1 Multi Cap and 1 Small Cap schemes.

AUM (₹ cr)

2724.24 (As on Jan, 2025)

Number of Schemes

5
Schemes From This AMC
1M 3M 6M 1Y 3Y 5Y
  • table
  • Grid
ithought - SPHERE
AUM (₹ Cr)
₹555 Cr.
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 1
Category
MULTI ASSET
Category Rank
1 Out of 19
Fixed Fee
1.50%
Strategy Return
1.42%
Benchmark Return
-1.08%
NIO
AUM (₹ Cr)
₹82 Cr.
Hurdle Rate
No Option
Benchmark
NSE Multi Asset Index 1
Category
MULTI ASSET
Category Rank
2 Out of 19
Fixed Fee
1.50%
Strategy Return
0.67%
Benchmark Return
-1.08%
ithought - TRUBLU
AUM (₹ Cr)
₹71 Cr.
Hurdle Rate
6.00%
Benchmark
Nifty 50 TRI
Category
LARGE CAP
Category Rank
3 Out of 26
Fixed Fee
1.00%
Strategy Return
0.22%
Benchmark Return
-0.45%
ithought - SOLITAIRE
AUM (₹ Cr)
₹1307 Cr.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
MULTI CAP
Category Rank
63 Out of 177
Fixed Fee
1.50%
Strategy Return
-5.47%
Benchmark Return
-3.43%
ithought - VRDDHI
AUM (₹ Cr)
₹380 Cr.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category
SMALL CAP
Category Rank
14 Out of 25
Fixed Fee
No Option
Strategy Return
-10.43%
Benchmark Return
-3.43%
Strategy Name Category Rank Strategy Return Benchmark Return Benchmark Hurdle Rate Category Name Fund Size (Cr)
ithought - SPHERE
1Out of 5
1.42%
-1.08%
NSE Multi Asset Index 1
No Option
MULTI ASSET
₹555 Cr.
NIO
1Out of 5
0.67%
-1.08%
NSE Multi Asset Index 1
No Option
MULTI ASSET
₹82 Cr.
ithought - TRUBLU
1Out of 5
0.22%
-0.45%
Nifty 50 TRI
6.00%
LARGE CAP
₹71 Cr.
ithought - SOLITAIRE
1Out of 5
-5.47%
-3.43%
S&P BSE 500 TRI
No Option
MULTI CAP
₹1307 Cr.
ithought - VRDDHI
1Out of 5
-10.43%
-3.43%
S&P BSE 500 TRI
8.00%
SMALL CAP
₹380 Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FAQ’S

What is the hurdle rate of ithought - TRUBLU?
The hurdle rate of ithought - TRUBLU is 6.00%.
What is the fixed fee charged in ithought - TRUBLU ?
The fixed fee charged in ithought - TRUBLU is 1.00%.
What is the variable fee charged in ithought - TRUBLU ?
The variable fee charged in ithought - TRUBLU is No Option .
What is the profit sharing in ithought - TRUBLU ?
The profit sharing in ithought - TRUBLU is 20% Profit Sharing above 6% hurdle.
What is the minimum investment in ithought - TRUBLU ?
The minimum investment in ithought - TRUBLU is ₹50 Lac
What type of scheme is ithought - TRUBLU?
ithought - TRUBLU is an Equity scheme. It falls in the LARGE CAP category.
What is the inception date of ithought - TRUBLU?
The inception date of ithought - TRUBLU is Mar 5, 2021 .
What is the exit load of ithought - TRUBLU?
Exit load is 0%

Top Stories

Advertisement