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Tulsian - Tulsian PMS

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Tulsian - Tulsian PMS

Tulsian - Tulsian PMS

  • Tulsian PMS Pvt Ltd
  • LARGE CAP
  • 3
    Out of 24*
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Portfolio age 4 years, 11 months
-15.32%
-5.79%
Hurdle Rate** 0.00%
Fixed fee No Option
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 28/02/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar Year Financial Year

DETAILED PORTFOLIO

EQUITY (100%)
Allocation by Market Cap
Large Cap (90%)
Mid Cap (10%)
Sector Holdings
Undisclosed
Stock Holdings
  • Suzlon 10.00%
  • Tata Motors 10.00%
  • GMR Airports 10.00%
  • Mazgaon Docks 10.00%
  • Polycab India 10.00%

PORTFOLIO MANAGERS

Abhinandan Tulsian
  • Manager Rank 3 Out of 24
    i
    Rank is based on 3-year return
  • Schemes Managed 1
  • Total AUM Undisclosed
  • Highest Return In 1 Yr -18.94%
Other Schemes
1M 3M 6M 1Y 3Y 5Y
  • table
  • Grid
Tulsian - Tulsian PMS
AUM (₹ Cr)
UNDISC.
Hurdle Rate
0.00% or 7.50% or12.50%
Benchmark
Nifty 50 TRI
Category
LARGE CAP
Category Rank
25 Out of 25
Fixed Fee
No Option
Scheme Return
-15.32%
Benchmark Return
-5.79%
Strategy Name Category Rank Scheme Return Benchmark Return Benchmark Category Name Fund Size (Cr)
Tulsian - Tulsian PMS
1Out of 1
-15.32%
-5.79%
Nifty 50 TRI
LARGE CAP
₹UNDISC. Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FUND SUMMARY

AUM (₹ Cr)
UNDISC. (As on Feb, 2025)
Inception Date
Apr 1, 2020
Min. Investment
₹50 Lac
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
0.00% or 7.50% or12.50%
Profit Sharing
15.00% profit on 0.00% Hurdle 20.00% profit on 7.50% Hurdle or 25.00% profit on 12.50% Hurdle
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Investment Philosophy

Objective

"To invest client funds for long term wealth creation. Clients’ portfolio will consist of a mix of large cap, mid cap, small cap and micro cap stocks and related securities to make a balanced portfolio"

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

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PEER ANALYSIS

1M 3M 6M 1Y 3Y 5Y
  • table
  • Grid
Compare
Tulsian - Tulsian PMS
AUM (₹ Cr)
UNDISC.
Hurdle Rate
0.00% or 7.50% or12.50%
Benchmark
Nifty 50 TRI
Category Rank
25 Out of 25
Fixed Fee
No Option
Scheme Return
-15.32%
Benchmark Return
-5.79%
Marcellus - Kings of Capital
AUM (₹ Cr)
230.23
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
1 Out of 25
Fixed Fee
2.50%
Scheme Return
-0.32%
Benchmark Return
-5.79%
Agreya - Momentum
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 25
Fixed Fee
2.50%
Scheme Return
-4.31%
Benchmark Return
-5.79%
ithought - TRUBLU
AUM (₹ Cr)
75.22
Hurdle Rate
6.00%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 25
Fixed Fee
1.00%
Scheme Return
-4.55%
Benchmark Return
-5.79%
Ambit Investment Advisors - Coffee Can
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 25
Fixed Fee
2.50%
Scheme Return
-5.44%
Benchmark Return
-5.79%
Conserve C
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 25
Fixed Fee
1% or 0%
Scheme Return
-5.51%
Benchmark Return
-5.89%
Strategy Name Category Rank Scheme Return Benchmark Return Benchmark Category Name Hurdle Rate Fund Size (Cr)
Tulsian - Tulsian PMS
1Out of 25
-15.32%
-5.79%
Nifty 50 TRI
LARGE CAP
0.00% or 7.50% or12.50%
₹UNDISC. Cr.
Marcellus - Kings of Capital
1Out of 25
-0.32%
-5.79%
Nifty 50 TRI
LARGE CAP
10.00%
₹230.23 Cr.
Agreya - Momentum
1Out of 25
-4.31%
-5.79%
Nifty 50 TRI
LARGE CAP
10%
₹UNDISC. Cr.
ithought - TRUBLU
1Out of 25
-4.55%
-5.79%
Nifty 50 TRI
LARGE CAP
6.00%
₹75.22 Cr.
Ambit Investment Advisors - Coffee Can
1Out of 25
-5.44%
-5.79%
Nifty 50 TRI
LARGE CAP
No Option
₹UNDISC. Cr.
Conserve C
1Out of 25
-5.51%
-5.89%
Nifty 50 TRI
LARGE CAP
No Option
₹UNDISC. Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

About the AMC

Tulsian PMS Pvt Ltd
Tulsian PMS Pvt Ltd manages assets worth Rs 288.25 crores. Its current offering of PMS schemes includes 1 Large Cap scheme.

AUM (₹ cr)

288.25 (As on Feb, 2025)

Number of Schemes

1
Schemes From This AMC
1M 3M 6M 1Y 3Y 5Y
  • table
  • Grid
Tulsian - Tulsian PMS
AUM (₹ Cr)
₹UNDISC. Cr.
Hurdle Rate
0.00% or 7.50% or12.50%
Benchmark
Nifty 50 TRI
Category
LARGE CAP
Category Rank
25 Out of 25
Fixed Fee
No Option
Strategy Return
-15.32%
Benchmark Return
-5.79%
Strategy Name Category Rank Strategy Return Benchmark Return Benchmark Hurdle Rate Category Name Fund Size (Cr)
Tulsian - Tulsian PMS
1Out of 1
-15.32%
-5.79%
Nifty 50 TRI
0.00% or 7.50% or12.50%
LARGE CAP
₹UNDISC. 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 Tulsian - Tulsian PMS?
The hurdle rate of Tulsian - Tulsian PMS is 0.00% or 7.50% or12.50%.
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 ?
The variable fee charged in Tulsian - Tulsian PMS is No Option .
What is the profit sharing in Tulsian - Tulsian PMS ?
The profit sharing in Tulsian - Tulsian PMS is 15.00% profit on 0.00% Hurdle 20.00% profit on 7.50% Hurdle or 25.00% profit on 12.50% Hurdle.
What is the minimum investment in Tulsian - Tulsian PMS ?
The minimum investment in Tulsian - Tulsian PMS is ₹50 Lac
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 1, 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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