Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Mid to Mega strategy vs TCG Transformative Growth Portfolio
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Mid to Mega strategy
TCG Transformative Growth Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.17%
2.52%
6 Months
19.62%
12.02%
1 Year
12.19%
4.98%
3 Years
23.51%
—
5 Years
13.96%
—
Since Inception
23.13%
2.03%
Fund Age
6 yrs 7 mo
1 yr 10 mo
AUM
₹2,332.81 Cr
₹167.29 Cr
Alpha – 1 Year
9.21%
0.26%
Alpha – 3 Years
11.63%
—
Information Ratio – 3 Years
0.83
—
Volatility – 1 Year
26.11%
26.96%
Volatility – 3 Years
21.82%
—
Beta – 1 Year
1.32
1.44
Beta – 3 Years
1.14
—
Sharpe Ratio – 1 Year
0.33
0.10
Sharpe Ratio – 3 Years
0.83
—
Worst Rolling Year
12.50%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−24.27%
−22.46%
Recovery Period
461 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
23.13%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 14% · M 33% · S 52%
M 5% · S 94%
Number of Stocks
33
20
Portfolio P/E
52.72
37.20
Top 5 Holdings
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
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 · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
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%