COMPARE PMS SCHEMES| Category | Large Cap | ||
|---|---|---|---|
| AUM (₹ cr) | 317 | ||
| 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% | ||
| Benchmark | Nifty 50 TRI | ||
| Portfolio Age | 5 years, 10 months |
 Abhinandan Tulsian | |||
| 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. |
| Allocation by Market Cap |
| ||
|---|---|---|---|
| Sector Holdings | Undisclosed | ||
| Stock Holdings | GMR Airports 10% HAL 10% Mazagon Docks 10% Suzlon 10% Vodafone Idea 10% |
| Min. Investment | 5000000 | ||
|---|---|---|---|
| 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. |
