Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots India Largecap 50 vs TCG Transformative Growth Portfolio
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots India Largecap 50
TCG Transformative Growth Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
4.41%
2.52%
6 Months
0.07%
12.02%
1 Year
4.08%
4.98%
3 Years
6.47%
—
5 Years
—
—
Since Inception
11.08%
2.03%
Fund Age
6 yrs 6 mo
1 yr 10 mo
AUM
₹1.91 Cr
₹167.29 Cr
Alpha – 1 Year
4.51%
0.26%
Alpha – 3 Years
−2.09%
—
Information Ratio – 3 Years
-0.44
—
Volatility – 1 Year
16.64%
26.96%
Volatility – 3 Years
14.35%
—
Beta – 1 Year
0.98
1.44
Beta – 3 Years
1.00
—
Sharpe Ratio – 1 Year
-0.01
0.10
Sharpe Ratio – 3 Years
0.13
—
Worst Rolling Year
5.64%
—
Value at Worst Rolling Year
₹1.06 Cr
—
Deepest Drawdown
−18.42%
−22.46%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
7.94%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 90% · M 7%
M 5% · S 94%
Number of Stocks
50
20
Portfolio P/E
26.76
37.20
Top 5 Holdings
Cash & Cash Equivalent · 3.22%
Hero MotoCorp Ltd · 2.92%
Hindalco Industries Ltd · 2.91%
Tata Steel Ltd · 2.82%
Eicher Motors Ltd · 2.74%
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 · 21.29%
Automobile and Auto Components · 12.46%
Metals & Mining · 9.87%
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%