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Dezerv Alpha Focus Strategy vs TCG Transformative Growth Portfolio

Dezerv Alpha Focus Strategy

TCG Transformative Growth Portfolio

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Growth of ₹1 Crore

Dezerv Alpha Focus Strategy

TCG Transformative Growth Portfolio

Return for the risk

1 yr return

10%

Nifty 500 · 4.7%

TCG Transformative Growth Portfolio

5% • vol 27%

20%

30%

40%

Volatility • 1 yr deviation

1 Month

3.60%

2.52%

6 Months

14.05%

12.02%

1 Year

15.60%

4.98%

3 Years

19.68%

—

5 Years

—

Since Inception

23.29%

2.03%

Fund Age

3 yrs 4 mo

1 yr 10 mo

AUM

₹1,227.61 Cr

₹167.29 Cr

Alpha – 1 Year

10.88%

0.26%

Alpha – 3 Years

7.59%

—

Information Ratio – 3 Years

—

Volatility – 1 Year

—

26.96%

Volatility – 3 Years

—

Beta – 1 Year

—

1.44

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

0.10

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

−22.46%

Recovery Period

—

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

—

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

1.00% / yr

2.50% / yr

Performance Fee / Plan

10% of profit

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

0% / 0% / 0%

2.5% / 1.5% / 0%

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