Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots India 100 vs TCG Transformative Growth Portfolio
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots India 100
TCG Transformative Growth Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.29%
2.52%
6 Months
2.17%
12.02%
1 Year
7.07%
4.98%
3 Years
15.12%
—
5 Years
—
—
Since Inception
19.80%
2.03%
Fund Age
7 yrs 3 mo
1 yr 10 mo
AUM
₹7.19 Cr
₹167.29 Cr
Alpha – 1 Year
7.50%
0.26%
Alpha – 3 Years
6.56%
—
Information Ratio – 3 Years
1.22
—
Volatility – 1 Year
19.38%
26.96%
Volatility – 3 Years
16.31%
—
Beta – 1 Year
1.18
1.44
Beta – 3 Years
1.13
—
Sharpe Ratio – 1 Year
0.17
0.10
Sharpe Ratio – 3 Years
0.62
—
Worst Rolling Year
14.31%
—
Value at Worst Rolling Year
₹1.14 Cr
—
Deepest Drawdown
−17.66%
−22.46%
Recovery Period
308 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
16.29%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 73% · M 25%
M 5% · S 94%
Number of Stocks
100
20
Portfolio P/E
27.01
37.20
Top 5 Holdings
Eternal Ltd · 3.69%
IDFC First Bank Ltd · 3.57%
Cholamandalam Investment & Finance Company Ltd · 3.50%
IndusInd Bank Ltd · 3.03%
Asian Paints Ltd · 2.92%
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 · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
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% / –
2.5% / 1.5% / 0%