Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Perennial vs TCG Transformative Growth Portfolio
Add SchemeGrowth of ₹1 Crore
Right Horizons - Perennial
TCG Transformative Growth Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.19%
2.52%
6 Months
11.46%
12.02%
1 Year
8.21%
4.98%
3 Years
12.09%
—
5 Years
11.81%
—
Since Inception
13.34%
2.03%
Fund Age
5 yrs 3 mo
1 yr 10 mo
AUM
₹34.29 Cr
₹167.29 Cr
Alpha – 1 Year
5.23%
0.26%
Alpha – 3 Years
0.21%
—
Information Ratio – 3 Years
0.17
—
Volatility – 1 Year
24.84%
26.96%
Volatility – 3 Years
21.42%
—
Beta – 1 Year
1.25
1.44
Beta – 3 Years
1.08
—
Sharpe Ratio – 1 Year
0.21
0.10
Sharpe Ratio – 3 Years
0.49
—
Worst Rolling Year
7.11%
—
Value at Worst Rolling Year
₹1.07 Cr
—
Deepest Drawdown
−34.77%
−22.46%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
18.26%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 5% · M 7% · S 69%
M 5% · S 94%
Number of Stocks
37
20
Portfolio P/E
52.15
37.20
Top 5 Holdings
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
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
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
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)
2.5% / 0% / 0%
2.5% / 1.5% / 0%