Portfolio Management Services (PMS)Compare Schemes
MoneyGrow Asset--Bespoke vs TCG Transformative Growth Portfolio
Add SchemeGrowth of ₹1 Crore
MoneyGrow Asset--Bespoke
TCG Transformative Growth Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.54%
2.52%
6 Months
22.22%
12.02%
1 Year
18.30%
4.98%
3 Years
15.67%
—
5 Years
—
—
Since Inception
20.11%
2.03%
Fund Age
3 yrs 4 mo
1 yr 10 mo
AUM
₹135.39 Cr
₹167.29 Cr
Alpha – 1 Year
11.45%
0.26%
Alpha – 3 Years
4.63%
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
34.13%
26.96%
Volatility – 3 Years
22.86%
—
Beta – 1 Year
2.68
1.44
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.49
0.10
Sharpe Ratio – 3 Years
0.52
—
Worst Rolling Year
12.96%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−27.31%
−22.46%
Recovery Period
77 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
15.16%
—
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
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
2.5% / 1.5% / 0%