Portfolio Management Services (PMS)Compare Schemes
Profusion Multi Strategy PMS vs Tcg India Investment Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Profusion Multi Strategy PMS
Tcg India Investment Opportunities Portfolio
Return for the risk
1 yr return
-15%
-10%
-5%
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · -5.5%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.32%
4.64%
6 Months
4.47%
20.32%
1 Year
−9.70%
29.93%
3 Years
—
—
5 Years
—
—
Since Inception
13.40%
15.24%
Fund Age
2 yrs 8 mo
1 yr 9 mo
AUM
₹11.72 Cr
₹3.17 Cr
Alpha – 1 Year
−4.20%
25.21%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
9.16%
24.54%
Volatility – 3 Years
—
—
Beta – 1 Year
0.51
1.19
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-1.67
0.97
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.15%
−12.48%
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 17% · M 21% · S 9%
L 28% · M 19% · S 50%
Number of Stocks
—
36
Portfolio P/E
—
71.00
Top 5 Holdings
Grasim Industries Ltd · 5.70%
Karnataka Bank Ltd · 4.60%
Mahindra & Mahindra Ltd · 4.50%
Piramal Enterprises Limited · 3.80%
Karur Vysya Bank Ltd · 3.80%
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 · 14.50%
Construction Materials · 7.40%
Automobile and Auto Components · 4.50%
Capital Goods · 56.15%
Telecommunication · 5.56%
Metals & Mining · 5.54%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –