Portfolio Management Services (PMS)Compare Schemes
Omni Emperors vs Tcg India Investment Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Omni Emperors
Tcg India Investment Opportunities Portfolio
Return for the risk
1 yr return
25%
30%
35%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−0.46%
4.64%
6 Months
−0.61%
20.32%
1 Year
—
29.93%
3 Years
—
—
5 Years
—
—
Since Inception
1.14%
15.24%
Fund Age
8 mo
1 yr 9 mo
AUM
₹1.01 Cr
₹3.17 Cr
Alpha – 1 Year
—
25.21%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
24.54%
Volatility – 3 Years
—
—
Beta – 1 Year
—
1.19
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
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 79% · M 21%
L 28% · M 19% · S 50%
Number of Stocks
19
36
Portfolio P/E
8.70
71.00
Top 5 Holdings
ICICI Bank Ltd · 7.00%
Power Finance Corporation Ltd · 7.00%
Bharat Heavy Electricals Ltd · 7.00%
Axis Bank Ltd · 7.00%
Canara Bank · 7.00%
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
Financial Services · 74.00%
Capital Goods · 12.00%
Construction · 7.00%
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)
3% / 2% / 1%
1% / – / –