Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Flexi Cap vs TCG Transformative Growth Portfolio
Add SchemeGrowth of ₹1 Crore
Right Horizons - Flexi Cap
TCG Transformative Growth Portfolio
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.94%
2.52%
6 Months
11.49%
12.02%
1 Year
3.89%
4.98%
3 Years
8.19%
—
5 Years
11.02%
—
Since Inception
10.97%
2.03%
Fund Age
13 yrs 8 mo
1 yr 10 mo
AUM
₹360.51 Cr
₹167.29 Cr
Alpha – 1 Year
0.91%
0.26%
Alpha – 3 Years
−3.69%
—
Information Ratio – 3 Years
-0.18
—
Volatility – 1 Year
23.04%
26.96%
Volatility – 3 Years
19.34%
—
Beta – 1 Year
1.26
1.44
Beta – 3 Years
1.17
—
Sharpe Ratio – 1 Year
0.04
0.10
Sharpe Ratio – 3 Years
0.30
—
Worst Rolling Year
-8.10%
—
Value at Worst Rolling Year
₹0.92 Cr
—
Deepest Drawdown
−30.43%
−22.46%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
95.59%
—
Median Rolling Year
11.30%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 38% · M 28% · S 33%
M 5% · S 94%
Number of Stocks
29
20
Portfolio P/E
37.17
37.20
Top 5 Holdings
KEI Industries Ltd · 6.88%
Nuvama Wealth Management Ltd · 5.74%
ICICI Bank Ltd · 5.44%
Sky Gold & Diamonds Ltd · 5.38%
360 ONE WAM Ltd · 5.34%
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 · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
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%