Portfolio Management Services (PMS)Compare Schemes
Profusion Multi Strategy PMS vs TCG Transformative Growth Portfolio
Add SchemeGrowth of ₹1 Crore
Profusion Multi Strategy PMS
TCG Transformative Growth Portfolio
Return for the risk
1 yr return
-15%
-10%
-5%
0%
5%
10%
Nifty 500 · -5.5%
0%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
0.32%
2.52%
6 Months
4.47%
12.02%
1 Year
−9.70%
4.98%
3 Years
—
—
5 Years
—
—
Since Inception
13.40%
2.03%
Fund Age
2 yrs 8 mo
1 yr 10 mo
AUM
₹11.72 Cr
₹167.29 Cr
Alpha – 1 Year
−4.20%
0.26%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
9.16%
26.96%
Volatility – 3 Years
—
—
Beta – 1 Year
0.51
1.44
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-1.67
0.10
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.15%
−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 17% · M 21% · S 9%
M 5% · S 94%
Number of Stocks
—
20
Portfolio P/E
—
37.20
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%
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 · 14.50%
Construction Materials · 7.40%
Automobile and Auto Components · 4.50%
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%