Manager
Tulsian PMS
Service
Discretionary
Asset class
Equity

Tulsianpms

+7.23%

1-year return

Benchmark Nifty 50 TRI −7.09% · to 30 Sep 2026

Tulsian PMS’ Tulsianpms returned 7.23% over the year to 30 Sep 2026, against −7.09% for its benchmark, the Nifty 50 TRI. It managed ₹349 crore across its clients.

Key numbers

AUM
₹349 Cr
Benchmark
Nifty 50 TRI
Turnover, past year
0.94×
Min. investment
₹50 lakh (SEBI)
Reported to SEBI
30 Sep 2026

Returns vs benchmark

Tulsianpms returns against the Nifty 50 TRI
PeriodThis strategyNifty 50 TRIDifference
1 month−7.65%−6.03%−1.62%
3 months−8.68%−4.91%−3.77%
6 months+31.07%+2.13%+28.94%
1 year+7.23%−7.09%+14.32%
2 years−0.38%−5.29%+4.91%
3 years+15.43%+6.06%+9.37%
4 years+16.92%+8.48%+8.44%
5 years+20.11%+6.38%+13.73%

Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.

Portfolio mix

  • Listed equity83.12%
  • Cash and other16.88%

Flows and turnover

Inflow, Sep 2026
₹1.45 Cr
Outflow, Sep 2026
₹2.55 Cr
Net, Sep 2026
−₹1.10 Cr
Net, FY to date
₹21.99 Cr
Turnover, month
0.11×
Turnover, past year
0.94×

Money clients put in and took out. The financial year runs from 1 April.

FAQs

What has Tulsianpms returned?

7.23% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −7.65%; 3 months: −8.68%; 6 months: 31.07%; 1 year: 7.23%; 2 years: −0.38%; 3 years: 15.43%; 4 years: 16.92%; 5 years: 20.11%.

How has it done against its benchmark?

Its benchmark, the Nifty 50 TRI, returned −7.09% over the year, so the strategy was 14.32 percentage points ahead.

How much does Tulsianpms manage?

₹349 crore at 30 Sep 2026, as reported to SEBI.

What is the minimum investment in a PMS?

SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.

Who manages Tulsianpms?

Tulsian PMS, a SEBI-registered portfolio manager (INP000005838), runs it as a discretionary service.

How are PMS returns reported?

Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.

For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.

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