Portfolio Management Services (PMS)Compare Schemes
Right Horizons - All Seasons vs TCG Transformative Growth Portfolio
Add SchemeGrowth of ₹1 Crore
Right Horizons - All Seasons
TCG Transformative Growth Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 10.9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.32%
2.52%
6 Months
3.83%
12.02%
1 Year
9.77%
4.98%
3 Years
13.19%
—
5 Years
12.01%
—
Since Inception
14.38%
2.03%
Fund Age
6 yrs 8 mo
1 yr 10 mo
AUM
₹42.66 Cr
₹167.29 Cr
Alpha – 1 Year
3.80%
0.26%
Alpha – 3 Years
2.30%
—
Information Ratio – 3 Years
0.23
—
Volatility – 1 Year
15.84%
26.96%
Volatility – 3 Years
12.64%
—
Beta – 1 Year
1.56
1.44
Beta – 3 Years
1.48
—
Sharpe Ratio – 1 Year
0.32
0.10
Sharpe Ratio – 3 Years
0.70
—
Worst Rolling Year
9.09%
—
Value at Worst Rolling Year
₹1.09 Cr
—
Deepest Drawdown
−15.18%
−22.46%
Recovery Period
119 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
15.49%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 37% · M 21% · S 27%
M 5% · S 94%
Number of Stocks
16
20
Portfolio P/E
—
37.20
Top 5 Holdings
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
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 · 31.17%
Others · 8.92%
Capital Goods · 8.08%
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% / 1% / 0%
2.5% / 1.5% / 0%