Portfolio Management Services (PMS)Compare Schemes
Emkay Investments - Indias Golden Decade of Growth vs TCG Transformative Growth Portfolio
Add SchemeGrowth of ₹1 Crore
Emkay Investments - Indias Golden Decade of Growth
TCG Transformative Growth Portfolio
Return for the risk
1 yr return
0%
5%
10%
Nifty 500 · 4.7%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
2.09%
2.52%
6 Months
11.86%
12.02%
1 Year
5.85%
4.98%
3 Years
—
—
5 Years
—
—
Since Inception
15.00%
2.03%
Fund Age
2 yrs 10 mo
1 yr 10 mo
AUM
₹101.25 Cr
₹167.29 Cr
Alpha – 1 Year
1.13%
0.26%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
21.08%
26.96%
Volatility – 3 Years
—
—
Beta – 1 Year
1.15
1.44
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.12
0.10
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−17.28%
−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
L 39% · M 19% · S 43%
M 5% · S 94%
Number of Stocks
—
20
Portfolio P/E
—
37.20
Top 5 Holdings
ICICI Bank Ltd · 0.00%
Eternal Ltd · 0.00%
Nippon Life India Asset Management Ltd · 0.00%
Larsen & Toubro Ltd · 0.00%
Reliance Industries Ltd · 0.00%
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
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2.5% / 1.5% / 0%