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Tulsian PMS Large Cap Investment Approach – A winner all throughout! / Champion of all seasons


Tulsian PMS Large Cap Investment Approach, the flagship scheme from the stables of Tulsian PMS Limited, a new-age, fully digital PMS, seeped in the old-world ideology of creating wealth has remained true to its words.

In the recently published PMS Bazaar Data relating to FY24 ending (till 31st March 2024), which is the holy grail for every PMS in India, Tulsian PMS Large Cap was ranked #1 for giving the best returns in the 1-year category among all the Large Cap Schemes across India. The PMS gave a return of +72% v/s the benchmark Nifty 50 TRI return of 30%.

And this cannot be pushed aside as a “one-off” performance. The Large Cap scheme was ranked #1 both in the 2-year as well as 3-year category. The 2-year CAGR return was at +32% v/s the benchmark return of +14.38% and the 3-year CAGR return was at nearly +37% v/s benchmark return of around 16.5%.

Clearly, the research, dedication and hard work of our Tulsian PMS team is working in the right direction to be able to deliver these consistent and noteworthy performances, again and again. And when things are done again and again, it becomes a habit and this is one good habit that our team hopes to better with time.

We are asked time-and-again how we manage to deliver these kinds of returns. Apart from more than decades of experience, our market timing and security selection helps us generate beta returns from the core holdings while exuberant alpha returns come from identification of undervalued stocks based on – events, technical factors, cyclicality, news or other developments. 

Our in-house developed proprietary software - a unique, automated, one-of-a-kind built-in algorithm churns the portfolio as per the market needs, keeping the portfolio very active.  With zero onboarding and management fees, our PMS creates wealth while generating value for money. A win-win all throughout! 




Screenshot of the top 3 investment approach in the Large Cap category for 1 year returns:


Screenshot of the top 3 investment approach in the Large Cap category for 2 year returns:


Screenshot of the top 3 investment approach in the Large Cap category for 3 year returns:


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