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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

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.

Investment 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

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 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.

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%

Disclaimer

* Returns are as on31st December 2025 , * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1

This profile is provided for general informational purposes only and is based on publicly available information. While reasonable care is taken, the content may not always reflect the latest 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.

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

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