Tulsian - PMS

EQUITY LARGE CAP

To invest client funds for long term wealth creation.

+24.70%

3Y annualised returns

+8.81%

Benchmark returns (NIFTY 50 Total Return Index)

Launch date

01 Apr '20

Total AUM

₹334.62Cr

Min. investment

₹50,00,000

Benchmark

NIFTY 50 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity100.0%

Equity market cap split

Large Cap90.0%

Mid Cap10.0%

Min. investment & fees structure

Min. investment for 1st time

SEBI mandates a minimum investment for investing in PMS

₹50,00,000

Exit load

Fee charged on redemption before the completed holding period

3.00%

PMS management

AT
Abhinandan Tulsian
Team Lead, Tulsian PMS
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About

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.

Experience

Over 7 years of experience in the capital markets industry.

Investment philosophy

Expertise in capital markets, with roles spanning research, compliance, and technology.

Previously worked at