Business Today
Subscribe
NRICareer & JobsUS NewsInvestors CornerIn PicsWeatherFuel PricesPMS TodayBT Reels
BT GolfBT Most Powerful WomenEY Business Today Hidden Gems 2026
Search
Advertisement
Business News
pms
Tulsian - Tulsian PMS
Tulsian - Tulsian PMS

Tulsian - Tulsian PMS

  • Tulsian PMS Pvt Ltd
  • Large Cap
  • 1
    Out of 22*
  • Compare
    Compare
  • Share
    • Whatsapp
    • Twitter
    • Facebook
    Share
Powered by
PMS Bazaar
Portfolio age6 years, 7 months
2.21%
-1.14%
Hurdle Rate**0% to 15.00%
Fixed feeNo Option
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 (0%)
Mid Cap (10%)
Large Cap (90%)
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

PORTFOLIO MANAGERS

No data found

FUND SUMMARY

AUM (₹ Cr)
379
(As on Aug, 2026)
Inception Date
Apr 01, 2020
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 3.00% if redeemed in 0-1 year, 2.00% if redeemed in > 1-2 years, 1.00% if redeemed in > 2-3 years, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

FEE STRUCTURE

Fixed Fee
No Option
Variable Fee
No Option
Hurdle Rate
0% to 15.00%
Profit Sharing
15.00% to 30% profit sharing on 0.00% Hurdle 15.00%
SUBSCRIBE TO
BUSINESS TODAY MAGAZINE
Subscribe Now
Already a subscriber?Login

INVESTMENT PHILOSOPHY

Objective

The objective of the PMS is to be always recognised as the most transparent and ethical Portfolio Management companies of India, generating long term wealth for all our clients, consistently adding value to their portfolio.No inappropriate risks , Long term returns over short term gains , Efficient and effective allocation of funds , World class customer service and support , Transparent, clear and regular lines of communication

Investment Approach

Independent, high-quality research, transparency, value investing-value unlocking, no model portfolio, in-house developed software for portfolio allocation, customized portfolio for each client, portfolio actively churned.

Calculators

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

BT Tv

PM Modi Address 2,000+ Farmers On Agriculture And Farming Technology | Bharat Agriculture Conference 20260:43PM Modi Address 2,000+ Farmers On Agriculture And Farming Technology | Bharat Agriculture Conference
Mayukh Ray, HBD&O At Texmaco Holdings, Gives His Advice On Tackling Tollygunge Course In Kolkata1:46Mayukh Ray, HBD&O At Texmaco Holdings, Gives His Advice On Tackling Tollygunge Course In Kolkata
Indranil Basu, Group Chief Brand Officer At Saroj Poddar Group, Explains Why He Plays At BT Golf 26-27, Kolkata2:47Indranil Basu, Group Chief Brand Officer At Saroj Poddar Group, Explains Why He Plays At BT Golf 26-
Bihar's Big Fat Wedding: Anant Singh Gifts Daughter a ₹3 Crore Defender, BMW & Horse Race2:13Bihar's Big Fat Wedding: Anant Singh Gifts Daughter a ₹3 Crore Defender, BMW & Horse Race
War In The White House | Axios Reports Scott Bessent-Howard Lutnick Confrontation On AI Chips4:18War In The White House | Axios Reports Scott Bessent-Howard Lutnick Confrontation On AI Chips
Jensen Huang Scandal: Could Nvidia’s AI Empire Face A Trust Crisis?6:00Jensen Huang Scandal: Could Nvidia’s AI Empire Face A Trust Crisis?
Anirudh Ravichander and Kaviya Maran Marry in Greece: Wedding Details and Celebrity Guests1:22Anirudh Ravichander And Kaviya Maran Marry In Greece: Wedding Details And Celebrity Guests
Vishakapatnam AI Hub : Beyond Data Centres, Whats Next?7:38Vishakapatnam AI Hub : Beyond Data Centres, What's Next?
“There Is Only One Sarpanch”: Punjab Kings co-owner Ness Wadia On Hardik Pandya’s Punjab Kings Move4:18“There Is Only One Sarpanch”: Punjab Kings co-owner Ness Wadia On Hardik Pandya’s Punjab Kings Move
Karnataka Price Hike Row: BJP Protests Against Congress Government, Party Hits Back2:38Karnataka Price Hike Row: BJP Protests Against Congress Government, Party Hits Back
View more

PEER ANALYSIS

  • table
  • Grid
Compare
Tulsian - Tulsian PMS
AUM (₹ Cr)
₹379.00 Cr
Hurdle Rate
0% to 15.00%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 30
Fixed Fee
No Option
Scheme Return
2.21%
Benchmark Return
-1.14%
Nippon India - Absolute Freedom
AUM (₹ Cr)
₹9.00 Cr
Hurdle Rate
No Option
Benchmark
BSE 500 TRI
Category Rank
1 Out of 30
Fixed Fee
2.50%
Scheme Return
5.68%
Benchmark Return
-0.09%
J M Financial - Growth and Value
AUM (₹ Cr)
₹81.48 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 30
Fixed Fee
2.50%
Scheme Return
2.38%
Benchmark Return
-1.14%
ICICI - Large Cap Strategy
AUM (₹ Cr)
₹945.02 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 30
Fixed Fee
2.25%
Scheme Return
2.16%
Benchmark Return
-1.14%
Agreya - Momentum
AUM (₹ Cr)
₹197.60 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 30
Fixed Fee
2.50%
Scheme Return
2.01%
Benchmark Return
-1.14%
Marcellus - Kings of Capital
AUM (₹ Cr)
₹122.82 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
6 Out of 30
Fixed Fee
2.50%
Scheme Return
1.8%
Benchmark Return
-1.14%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

ABOUT AMC

Tulsian PMS Pvt Ltd
Tulsian PMS Pvt Ltd manages assets worth Rs 426.53 crores. Its current offering of PMS schemes includes 1 Large Cap scheme.

AUM (₹ cr)

426.53 (As on Aug, 2026)

Number of Schemes

1
Schemes From This AMC
  • table
  • Grid
Compare
Tulsian - Tulsian PMS
AUM (₹ Cr)
₹379.00 Cr
Hurdle Rate
0% to 15.00%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
3 Out of 30
Fixed Fee
No Option
Scheme Return
2.21%
Benchmark Return
-1.14%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FAQs

What is the hurdle rate of Tulsian - Tulsian PMS?
The hurdle rate of Tulsian - Tulsian PMS is 0% to 15.00%.
What is the fixed fee charged in Tulsian - Tulsian PMS ?
The fixed fee charged in Tulsian - Tulsian PMS is No Option.
What is the variable fee charged in Tulsian - Tulsian PMS ?
There is no option for Variable fee.
What is the profit sharing in Tulsian - Tulsian PMS ?
The profit sharing in Tulsian - Tulsian PMS is 15.00% to 30% profit sharing on 0.00% Hurdle 15.00%.
What is the minimum investment in Tulsian - Tulsian PMS ?
The minimum investment in Tulsian - Tulsian PMS is ₹50 Lacs
What type of scheme is Tulsian - Tulsian PMS?
Tulsian - Tulsian PMS is an Equity scheme. It falls in the Large Cap category.
What is the inception date of Tulsian - Tulsian PMS?
The inception date of Tulsian - Tulsian PMS is Apr 01, 2020.
What is the exit load of Tulsian - Tulsian PMS?
Exit load is 3.00% if redeemed in 0-1 year, 2.00% if redeemed in > 1-2 years, 1.00% if redeemed in > 2-3 years, 0% thereafter.

Top Stories