Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - India Growth Strategy vs TCG Transformative Growth Portfolio
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - India Growth Strategy
TCG Transformative Growth Portfolio
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 3%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
1.02%
2.52%
6 Months
20.43%
12.02%
1 Year
14.98%
4.98%
3 Years
—
—
5 Years
—
—
Since Inception
20.69%
2.03%
Fund Age
2 yrs 8 mo
1 yr 10 mo
AUM
₹320.35 Cr
₹167.29 Cr
Alpha – 1 Year
12.00%
0.26%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
24.24%
26.96%
Volatility – 3 Years
—
—
Beta – 1 Year
1.26
1.44
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.46
0.10
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−12.04%
−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 5% · M 36% · S 51%
M 5% · S 94%
Number of Stocks
29
20
Portfolio P/E
40.22
37.20
Top 5 Holdings
Cash & Cash Equivalent · 7.73%
Piramal Finance Ltd · 6.28%
Syrma SGS Technology Ltd · 6.04%
Sky Gold & Diamonds Ltd · 4.81%
PG Electroplast Ltd · 4.57%
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 · 29.63%
Capital Goods · 20.16%
Consumer Durables · 13.44%
Financial Services · 20.78%
Capital Goods · 20.46%
Automobile and Auto Components · 18.36%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2.5% / 1.5% / 0%