PMS · Equity · Large Cap
Tulsian - PMS
Fund size₹364 Cr
Alpha (3Y)9.21%
3Y return19.08%
Fund age6 yrs 4 mo
Fund Manager
Growth of₹Cr
Tulsian PMS
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
Tulsian PMS14.83%21.34%3.54%19.08%23.67%—
NIFTY 50 TRI−7.00%−0.35%−1.19%9.00%8.32%—
Excess over benchmark21.83%21.69%4.73%10.08%15.35%—
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.
Risk : What you take on to earn the return
Volatility
28.08%
Benchmark approx 13.25%
A standard deviation reflecting historical swings.
Sensitivity
1.60
Beta vs benchmark 1.00 · 60% more reactive
How strongly the scheme moves with the index.
Risk-reward
0.57
Sharpe
Excess return gained per unit of volatility.
Capture ratio
171 / 133
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −31.98% from its 30 Aug 2024 peak to a 28 Feb 2025 trough, and recovered on 31 May 2026 after 457 days.
Max drawdowns
−31.98%
Recovery period
457 days
Scheme Drawdown Trajectory
Drawdown analysisPeakTroughDepthFell overRecoveredRecovery took
Scheme30 Aug 202428 Feb 2025−31.98%182 days31 May 2026457 days
Benchmark30 Aug 202428 Feb 2025−15.27%182 days––
Scheme
Peak30 Aug 2024
Trough28 Feb 2025
Depth−31.98%
Fell over182 days
Recovered31 May 2026
Recovery took457 days
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−15.27%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Aug 2026
Portfolio Details : Where the money actually sits
Asset class
Equity
Market cap
Large cap90.00%
Mid cap10.00%
Small cap
Cash & others
Fees
VariablePlan A · Shared upside
Fixed Management Fee7.50% / yr
Performance Fee13% of profit
Hurdle RateAbove 0%
Exit load 3.00% within 1 year, 2.00% within 2 years, 1.00% within 3 years. Lock-in: Nil.
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