TULSIAN LARGE CAP PMS


Key Portfolio Attributes

Inception Date: 01/04/2020

Number of Stocks: 12 -16

Portfolio Manager’s Name: ABHINANDAN TULSIAN

Portfolio Manager’s Experience: 12 YEARS

Portfolio Manager’s Qualification:

Bachelors (from VJTI, Mumbai) and Masters degree (Carnegie Mellon University, USA) in Mechanical Engineering. He also holds CFA, FRM, and CAIA degrees.

Investment Objective

The investment objective of the Tulsian 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.

Tulsian PMS’s flagship scheme focuses on investment in large-cap companies, known for their growth potential and consistently robust performance. This PMS service targets a select group of 10-15 stocks, chosen through a meticulous bottom-up analysis. The objective is to cultivate a portfolio that delivers strong compounded growth and long-term wealth creation.

Investment Strategy

The investment strategy of Tulsian PMS is to invest client funds for long term wealth creation in securities providing long term opportunity for wealth creation. Each portfolio is unique, crafted to meet individual investment goals.

Investment Philosophy

The investment philosophy of Tulsian PMS is a set of guiding principles and beliefs which shape their approach to selecting and managing portfolios. These set of principles are the framework for making all informed decisions, based on every client’s financial goals, risk tolerance and time horizon.

Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Tulsian PMS Pvt. Ltd. Large Cap7.06%5.47%42.60%78.21%30.93%38.61%---
NIFTY 50 TRI1.24%4.19%18.77%26.51%16.28%16.93%--

Portfolio Holdings


Holding %

Sector Allocation


Holding %

Market Cap Allocation


Allocations %
Large Cap
Mid Cap
Small Cap
Cash

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Disclaimer

#Returns as of 30 Apr 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.


Related Investment(s)

Do Not Simply Invest, Make Informed Decisions

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