Portfolio Management Services (PMS)Compare Schemes
Oro-alpha compounders vs TCG Transformative Growth Portfolio
Add SchemeGrowth of ₹1 Crore
Oro-alpha compounders
TCG Transformative Growth Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.98%
2.52%
6 Months
−0.13%
12.02%
1 Year
−2.80%
4.98%
3 Years
13.20%
—
5 Years
—
—
Since Inception
13.51%
2.03%
Fund Age
3 yrs 8 mo
1 yr 10 mo
AUM
₹30.6 Cr
₹167.29 Cr
Alpha – 1 Year
−5.78%
0.26%
Alpha – 3 Years
1.30%
—
Information Ratio – 3 Years
0.16
—
Volatility – 1 Year
16.62%
26.96%
Volatility – 3 Years
16.99%
—
Beta – 1 Year
0.93
1.44
Beta – 3 Years
1.05
—
Sharpe Ratio – 1 Year
-0.42
0.10
Sharpe Ratio – 3 Years
0.50
—
Worst Rolling Year
13.00%
—
Value at Worst Rolling Year
₹1.13 Cr
—
Deepest Drawdown
−20.23%
−22.46%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
17.04%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 44% · M 26% · S 17%
M 5% · S 94%
Number of Stocks
24
20
Portfolio P/E
32.10
37.20
Top 5 Holdings
Cash & Cash Equivalent · 12.60%
HDFC Bank Ltd · 4.89%
Bharat Electronics Ltd · 4.63%
Shriram Finance Ltd · 4.62%
Oil India 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 · 17.33%
Capital Goods · 15.46%
Information Technology · 9.89%
Financial Services · 20.78%
Capital Goods · 20.46%
Automobile and Auto Components · 18.36%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2.5% / 1.5% / 0%