Portfolio Management Services (PMS)Compare Schemes
Tcg India Investment Opportunities Portfolio vs TRADESWIFT BROKING-MULTI ASSET
Add SchemeGrowth of ₹1 Crore
Tcg India Investment Opportunities Portfolio
TRADESWIFT BROKING-MULTI ASSET
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 4.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
4.64%
0.77%
6 Months
20.32%
11.30%
1 Year
29.93%
5.88%
3 Years
—
—
5 Years
—
—
Since Inception
15.24%
10.85%
Fund Age
1 yr 9 mo
2 yrs 5 mo
AUM
₹3.17 Cr
₹45.96 Cr
Alpha – 1 Year
25.21%
−0.98%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
24.54%
21.88%
Volatility – 3 Years
—
—
Beta – 1 Year
1.19
2.00
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.97
0.12
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−12.48%
−19.87%
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%
L 12% · M 4% · S 66%
Number of Stocks
36
39
Portfolio P/E
71.00
23.43
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%
Cash & Cash Equivalent · 6.10%
BHARAT Bond ETF - April 2030 · 4.84%
Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 4.18%
Bharti Airtel Ltd · 3.97%
IRB InvIT Fund · 3.91%
Top Sectors
Capital Goods · 56.15%
Telecommunication · 5.56%
Metals & Mining · 5.54%
Capital Goods · 19.09%
Financial Services · 11.34%
Healthcare · 8.87%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
2% / 1.5% / 1%