Portfolio Management Services (PMS)Compare Schemes
Right Horizons - India Business Leaders vs TCG Transformative Growth Portfolio
Add SchemeGrowth of ₹1 Crore
Right Horizons - India Business Leaders
TCG Transformative Growth Portfolio
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.11%
2.52%
6 Months
4.12%
12.02%
1 Year
−0.25%
4.98%
3 Years
10.95%
—
5 Years
10.56%
—
Since Inception
10.62%
2.03%
Fund Age
13 yrs 8 mo
1 yr 10 mo
AUM
₹41.22 Cr
₹167.29 Cr
Alpha – 1 Year
0.18%
0.26%
Alpha – 3 Years
2.39%
—
Information Ratio – 3 Years
0.52
—
Volatility – 1 Year
20.61%
26.96%
Volatility – 3 Years
17.57%
—
Beta – 1 Year
1.24
1.44
Beta – 3 Years
1.19
—
Sharpe Ratio – 1 Year
-0.18
0.10
Sharpe Ratio – 3 Years
0.46
—
Worst Rolling Year
-10.52%
—
Value at Worst Rolling Year
₹0.89 Cr
—
Deepest Drawdown
−22.41%
−22.46%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
93.48%
—
Median Rolling Year
12.26%
—
5-Year Rolling Windows Positive
99.05%
—
Market-Cap Mix
L 70% · M 29%
M 5% · S 94%
Number of Stocks
25
20
Portfolio P/E
36.71
37.20
Top 5 Holdings
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
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 · 25.55%
Capital Goods · 16.03%
Services · 9.28%
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%