Portfolio Management Services (PMS)Compare Schemes
Tcg India Investment Opportunities Portfolio vs Wave - Pure Alpha
Add SchemeGrowth of ₹1 Crore
Tcg India Investment Opportunities Portfolio
Wave - Pure Alpha
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%
−0.38%
6 Months
20.32%
6.45%
1 Year
29.93%
9.69%
3 Years
—
—
5 Years
—
—
Since Inception
15.24%
13.06%
Fund Age
1 yr 9 mo
2 yrs 5 mo
AUM
₹3.17 Cr
₹23.84 Cr
Alpha – 1 Year
25.21%
4.97%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
24.54%
20.03%
Volatility – 3 Years
—
—
Beta – 1 Year
1.19
1.04
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.97
0.29
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−12.48%
−13.77%
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%
—
Number of Stocks
36
—
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
—
Performance Fee / Plan
Fixed Plan
15% of profit
Exit Load (Y1 / Y2 / Y3)
1% / – / –
1% / 0% / 0%