Portfolio Management Services (PMS)Compare Schemes
Amaltas Strategic Opportunities Series 1 vs TCG Transformative Growth Portfolio
Add SchemeGrowth of ₹1 Crore
Amaltas Strategic Opportunities Series 1
TCG Transformative Growth Portfolio
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
30%
35%
40%
45%
50%
Nifty 500 · 4.7%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
−4.23%
2.52%
6 Months
27.28%
12.02%
1 Year
43.55%
4.98%
3 Years
—
—
5 Years
—
—
Since Inception
38.04%
2.03%
Fund Age
13 mo
1 yr 10 mo
AUM
₹5.93 Cr
₹167.29 Cr
Alpha – 1 Year
38.83%
0.26%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
30.08%
26.96%
Volatility – 3 Years
—
—
Beta – 1 Year
1.47
1.44
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
1.18
0.10
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−12.33%
−22.46%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
M 5% · S 94%
Number of Stocks
—
20
Portfolio P/E
—
37.20
Top 5 Holdings
—
Equitas Small Finance Bank Ltd · 8.70%
ZF Commercial Vehicle Control System India Ltd · 7.59%
Intellect Design Arena Ltd · 6.10%
D B Corp Ltd · 6.08%
Shivalik Bimetal Controls Ltd · 5.83%
Top Sectors
—
Financial Services · 20.78%
Capital Goods · 20.46%
Automobile and Auto Components · 18.36%
Fixed Fee
0.50% / yr
2.50% / yr
Performance Fee / Plan
20% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2.5% / 1.5% / 0%