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Tulsian - Tulsian PMS
Tulsian - Tulsian PMS

Tulsian - Tulsian PMS

  • Tulsian PMS Pvt Ltd
  • Large Cap
  • 1
    Out of 20*
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Portfolio age5 years, 8 months
3.7%
4.15%
Hurdle Rate**0% to 15%
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

bt_logoTRAILING PERFORMANCE

(As on 31/10/2025)
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 (0%)
Allocation by Market Cap
Small Cap (0%)
Mid Cap (10%)
Large Cap (90%)
Sector Holdings
Undisclosed
Stock Holdings
  • Suzlon10%
  • GMR Airports10%
  • Polycab India10%
  • Mazagon Docks10%
  • HAL10%

bt_logoPORTFOLIO MANAGERS

Abhinandan Tulsian
  • Manager Rank2 Out of 23
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUM328
  • Highest Return In 1 Yr8.95%
Profile

Abhinandan has over 7 years’ experience in the Capital Markets in various roles from Research to Compliance to Technology at SPT Investment Advisory Services Private Limited and is now leading the team at Tulsian PMS. Previously he has worked at Microlution Inc. in Chicago, USA as a Research Engineer and has multiple publications and a patent in his name. Abhinandan also has a strong academic background which includes Bachelors (from VJTI, Mumbai) and Masters degree (Carnegie Mellon University, USA) in Mechanical Engineering. He also holds CFA, FRM, and CAIA degrees. Mr. Abhinandan Tulsian, B.E, M.S, CFA, FRM and CAIA, brings in his thorough knowledge of industry and financial fundamentals and analysis, having worked as a Research Analyst, Compliance Officer and Chief Technology Officer since 2010.

Other Schemes
  • table
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Compare
Tulsian - Tulsian PMS
AUM (₹ Cr)
₹328.00 Cr
Hurdle Rate
0% to 15%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
19 Out of 28
Fixed Fee
No Option
Scheme Return
3.7%
Benchmark Return
4.15%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
328
(As on Oct, 2025)
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

bt_logoFEE STRUCTURE

Fixed Fee
No Option
Variable Fee
No Option
Hurdle Rate
0% to 15%
Profit Sharing
15.00% to 30% profit sharing on 0.00% Hurdle 15.00%
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bt_logoINVESTMENT 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.

bt_logoCalculators

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Tulsian - Tulsian PMS
AUM (₹ Cr)
₹328.00 Cr
Hurdle Rate
0% to 15%
Benchmark
Nifty 50 TRI
Category Rank
19 Out of 28
Fixed Fee
No Option
Scheme Return
3.7%
Benchmark Return
4.15%
IFM Largecap Fund
AUM (₹ Cr)
₹119.83 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
1 Out of 28
Fixed Fee
No Option
Scheme Return
5.92%
Benchmark Return
4.62%
Acepro - Large Cap Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 28
Fixed Fee
1.00%
Scheme Return
5.6%
Benchmark Return
4.62%
Nippon India - Absolute Freedom
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 28
Fixed Fee
2.50%
Scheme Return
5.32%
Benchmark Return
4.27%
Accuracap - Alpha10
AUM (₹ Cr)
₹115.89 Cr
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 28
Fixed Fee
2.50%
Scheme Return
5.1%
Benchmark Return
4.6%
Sanctum - Indian Olympians
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 28
Fixed Fee
No Option
Scheme Return
5.07%
Benchmark Return
4.62%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Tulsian PMS Pvt Ltd
Tulsian PMS Pvt Ltd manages assets worth Rs 375.75 crores. Its current offering of PMS schemes includes 1 Large Cap scheme.

AUM (₹ cr)

375.75 (As on Oct, 2025)

Number of Schemes

1
Schemes From This AMC
  • table
  • Grid
Compare
Tulsian - Tulsian PMS
AUM (₹ Cr)
₹328.00 Cr
Hurdle Rate
0% to 15%
Benchmark
Nifty 50 TRI
Category
Large Cap
Category Rank
19 Out of 28
Fixed Fee
No Option
Scheme Return
3.7%
Benchmark Return
4.15%
*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 Tulsian - Tulsian PMS?
The hurdle rate of Tulsian - Tulsian PMS is 0% to 15%.
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.

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