Portfolio Management Services (PMS)Compare Schemes
Tcg India Investment Opportunities Portfolio vs TCG Transformative Growth Portfolio
Add SchemeGrowth of ₹1 Crore
Tcg India Investment Opportunities Portfolio
TCG Transformative Growth Portfolio
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 4.7%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
4.64%
2.52%
6 Months
20.32%
12.02%
1 Year
29.93%
4.98%
3 Years
—
—
5 Years
—
—
Since Inception
15.24%
2.03%
Fund Age
1 yr 9 mo
1 yr 10 mo
AUM
₹3.17 Cr
₹167.29 Cr
Alpha – 1 Year
25.21%
0.26%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
24.54%
26.96%
Volatility – 3 Years
—
—
Beta – 1 Year
1.19
1.44
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.97
0.10
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−12.48%
−22.46%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 28% · M 19% · S 50%
M 5% · S 94%
Number of Stocks
36
20
Portfolio P/E
71.00
37.20
Top 5 Holdings
Welspun Corp Ltd · 4.98%
GE Vernova T&D India Ltd · 4.59%
Reliance Industries Ltd · 4.58%
Larsen & Toubro Ltd · 4.42%
Hitachi Energy India Ltd · 4.36%
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
Capital Goods · 56.15%
Telecommunication · 5.56%
Metals & Mining · 5.54%
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)
1% / – / –
2.5% / 1.5% / 0%