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Tulsian PMS

Tulsian PMS Pvt Ltd
PMS Large Cap
Benchmark
Nifty 50 TRI
Inception Date
1 April 2020
Min. Investment
₹50,00,000
AUM (Cr.)
₹317.00
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

Our investment philosophy is underpinned by independent, rigorous research and a commitment to transparency. We champion a value investing approach focused on identifying and unlocking inherent value within portfolio holdings. To ensure bespoke client solutions, we do not utilize model portfolios; instead, our proprietary software facilitates customized portfolio construction. Portfolios are actively managed to adapt to evolving market conditions.

Investment Objective

The primary aim of this Portfolio Management Service (PMS) is to establish and maintain a reputation as India's most transparent and ethically driven investment management entity. We are dedicated to generating sustained, long-term wealth appreciation for all our investors, consistently enhancing the value of their portfolios. This is achieved through: * **Prudent Risk Management:** Avoiding excessive or inappropriate risk exposure. * **Focus on Long-Term Wealth Creation:** Prioritizing sustained growth over short-term speculative gains. * **Optimized Fund Allocation:** Employing efficient and effective strategies for capital deployment. * **Superior Client Engagement:** Delivering world-class customer service and support. * **Unwavering Transparency:** Maintaining clear, open, and regular communication channels with our clients.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -1.14% -0.28% -0.86%
3 MONTHS 1.12% 6.33% -5.21%
6 MONTHS -4.08% 2.92% -7.00%
1 YEAR 8.95% 11.88% -2.93%
2 YEAR 8.56% 10.97% -2.41%
3 YEAR 20.35% 14.32% 6.03%
5 YEAR 26.53% 14.68% 11.85%

Calendar Year Performance

Year Return
CY 2025 8.95%
CY 2024 8.18%
CY 2023 47.90%

Financial Year Performance

Year Return
FY 26_YTD 18.69%
FY 25 -4.46%
FY 24 72.68%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Abhinandan Tulsian

FOUNDER & CEO

Abhinandan possesses over seven years of comprehensive experience in the capital markets, spanning diverse functions including research, compliance, and technology within SPT Investment Advisory Services Private Limited. He currently heads the team at Tulsian PMS. His prior professional experience includes a tenure as a Research Engineer at Microlution Inc. in Chicago, USA, where he contributed to multiple publications and holds a patent. Academically, Abhinandan holds a Bachelor's degree in Mechanical Engineering from VJTI, Mumbai, and a Master's degree from Carnegie Mellon University, USA. He is also a charterholder of CFA, FRM, and CAIA. Mr. Abhinandan Tulsian, holding BE, MS, CFA, FRM, and CAIA designations, leverages his profound understanding of industry and financial fundamentals, honed through his roles as a Research Analyst, Compliance Officer, and Chief Technology Officer since 2010.

Portfolio Details

Portfolio Composition

Large Cap
90.00%
Mid Cap
10.00%
Small Cap
0.00%
Cash & Equivalent
0.00%

Top 5 Holdings

  • Suzlon 10.00%
  • HAL 10.00%
  • GMR Airports 10.00%
  • Mazagon Docks 10.00%
  • Vodafone Idea 10.00%

Top 5 Sectors

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Portfolio Characteristics

total number of stocks
0
top 5 stocks percent
50.00%
top 5 sectors percent
N/A
average market cap
N/A
portfolio age
5 Yrs, 8 Months
sip
Not Available
stp
Not Available

Fee Structure

Variable Fee

AMC: No Option

Hurdle: 0% to 15%

Profit Sharing: 15.00% to 30% profit sharing on 0.00% Hurdle 15.00%

Exit Load

Year 1: 3%

Year 2: 2%

Year 3: 1%

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)