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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! 

 

Source: https://pmsbazaar.com/Visitor/PMSComparison

References:

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:

Disclaimer

SPT Investment Advisory Services Private Limited, having its registered office at 6/40, Tardeo AC Market, Tardeo, Mumbai 400 034, is a SEBI Registered Investment Advisor (SEBI Registration Number: INA000000326 valid till perpetuity), owns and operates www.sptulsian.com. We have been operating this website since 2007 and got SEBI registration in 2013, when the Investment Advisor regulations were first introduced by SEBI. We provide purely listed stocks advisory services only, to our clients, through this website only, by charging Subscription/Membership Fees, as our Professional charges and do not offer any execution or distribution services, of any nature whatsoever to our clients. Clients are required to handle their funds on their own, with their respective stock brokers and they themselves are responsible for executing the trades at their own end. We do not have any affiliation with any other intermediaries and we do not advise any broker to our clients for executing their trades as well. Disciplinary History: SEBI has not imposed any penalties against the company or its directors for any economic offence and / or for violation of any securities laws, either in respect to advisory services being offered by us, or any other matter related to capital market, as on date. Disclosure: We have also not received any complaints in the past month regarding our services (refer table for data in SEBI prescribed format). Detailed information on Statutory Disclosure available on Terms of Use page. Stock prices data is sourced from BSE and is 5 mins delayed data. Detailed Terms and Conditions are available on https://www.sptulsian.com/terms-of-use. Investment in securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

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