Portfolio Management Services (PMS)Compare Schemes
INVESQ MULTICAP OPPORTUNITIES PORTFOLIO vs Tcg India Investment Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
INVESQ MULTICAP OPPORTUNITIES PORTFOLIO
Tcg India Investment Opportunities Portfolio
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 4.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
1.52%
4.64%
6 Months
17.08%
20.32%
1 Year
3.81%
29.93%
3 Years
—
—
5 Years
—
—
Since Inception
7.25%
15.24%
Fund Age
2 yrs 4 mo
1 yr 9 mo
AUM
₹129.96 Cr
₹3.17 Cr
Alpha – 1 Year
−0.91%
25.21%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
22.22%
24.54%
Volatility – 3 Years
—
—
Beta – 1 Year
1.11
1.19
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.03
0.97
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−12.48%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 28% · M 19% · S 50%
Number of Stocks
33
36
Portfolio P/E
36.26
71.00
Top 5 Holdings
—
Welspun Corp Ltd · 4.98%
GE Vernova T&D India Ltd · 4.59%
Reliance Industries Ltd · 4.58%
Larsen & Toubro Ltd · 4.42%
Hitachi Energy India Ltd · 4.36%
Top Sectors
—
Capital Goods · 56.15%
Telecommunication · 5.56%
Metals & Mining · 5.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / – / –