Compare Schemes

Dezerv Equity Revival Strategy vs TCG Transformative Growth Portfolio

Dezerv Equity Revival Strategy

TCG Transformative Growth Portfolio

Add Scheme

Growth of ₹1 Crore

Dezerv Equity Revival 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

0.80%

2.52%

6 Months

2.16%

12.02%

1 Year

5.26%

4.98%

3 Years

13.42%

—

5 Years

—

Since Inception

16.57%

2.03%

Fund Age

4 yrs 4 mo

1 yr 10 mo

AUM

₹7,112.14 Cr

₹167.29 Cr

Alpha – 1 Year

0.54%

0.26%

Alpha – 3 Years

1.33%

—

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%

Let's start a
conversation

Compare this PMS against 3,000+ others with our research desk
Build a long-term portfolio around your goals, not a one-off buy
Experts with decades of experience.

Private. Personal. No obligation.

We will only use these details to contact you about this enquiry. No spam.