| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Tulsian PMS | 14.83% | 21.34% | 3.54% | 19.08% | 23.67% | — |
| NIFTY 50 TRI | −7.00% | −0.35% | −1.19% | 9.00% | 8.32% | — |
| Excess over benchmark | 21.83% | 21.69% | 4.73% | 10.08% | 15.35% | — |
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 30 Aug 2024 | 28 Feb 2025 | −31.98% | 182 days | 31 May 2026 | 457 days |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −15.27% | 182 days | – | – |