Portfolio Management Services (PMS)Compare Schemes
MoneyGrow Asset-Small Midcap vs TCG Transformative Growth Portfolio
Add SchemeGrowth of ₹1 Crore
MoneyGrow Asset-Small Midcap
TCG Transformative Growth Portfolio
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · -0.3%
20%
30%
40%
50%
60%
70%
Volatility • 1 yr deviation
1 Month
7.59%
2.52%
6 Months
40.12%
12.02%
1 Year
21.10%
4.98%
3 Years
—
—
5 Years
—
—
Since Inception
20.13%
2.03%
Fund Age
2 yrs 8 mo
1 yr 10 mo
AUM
₹150.76 Cr
₹167.29 Cr
Alpha – 1 Year
21.45%
0.26%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
56.76%
26.96%
Volatility – 3 Years
—
—
Beta – 1 Year
2.39
1.44
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.48
0.10
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−38.85%
−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
S 96%
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%