Portfolio Management Services (PMS)Compare Schemes
Tcg India Investment Opportunities Portfolio vs THINQWISE INDIA LONG TERM FUND
Add SchemeGrowth of ₹1 Crore
Tcg India Investment Opportunities Portfolio
THINQWISE INDIA LONG TERM FUND
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.64%
−0.86%
6 Months
20.32%
8.56%
1 Year
29.93%
5.56%
3 Years
—
8.84%
5 Years
—
—
Since Inception
15.24%
10.12%
Fund Age
1 yr 9 mo
3 yrs 2 mo
AUM
₹3.17 Cr
₹45.94 Cr
Alpha – 1 Year
25.21%
5.91%
Alpha – 3 Years
—
−0.16%
Information Ratio – 3 Years
—
0.15
Volatility – 1 Year
24.54%
23.84%
Volatility – 3 Years
—
20.02%
Beta – 1 Year
1.19
1.25
Beta – 3 Years
—
1.03
Sharpe Ratio – 1 Year
0.97
0.12
Sharpe Ratio – 3 Years
—
0.26
Worst Rolling Year
—
7.39%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−12.48%
−26.84%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
9.37%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 28% · M 19% · S 50%
—
Number of Stocks
36
14
Portfolio P/E
71.00
—
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%
—
Top Sectors
Capital Goods · 56.15%
Telecommunication · 5.56%
Metals & Mining · 5.54%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
3% / 2% / 1%