Portfolio Management Services (PMS)Compare Schemes
TCG Transformative Growth Portfolio vs Tradeswift - Sparkling Gems
Add SchemeGrowth of ₹1 Crore
TCG Transformative Growth Portfolio
Tradeswift - Sparkling Gems
Return for the risk
1 yr return
0%
5%
10%
Nifty 500 · 4.7%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
2.52%
−0.05%
6 Months
12.02%
23.02%
1 Year
4.98%
—
3 Years
—
—
5 Years
—
—
Since Inception
2.03%
13.86%
Fund Age
1 yr 10 mo
10 mo
AUM
₹167.29 Cr
₹13.6 Cr
Alpha – 1 Year
0.26%
—
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
26.96%
—
Volatility – 3 Years
—
—
Beta – 1 Year
1.44
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.10
—
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−22.46%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
M 5% · S 94%
S 97%
Number of Stocks
20
29
Portfolio P/E
37.20
26.06
Top 5 Holdings
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%
Goldiam International Ltd · 7.05%
Grindwell Norton Ltd · 4.59%
RPG Life Sciences Ltd · 4.39%
Action Construction Equipment Ltd · 4.38%
Enviro Infra Engineers Ltd · 4.35%
Top Sectors
Financial Services · 20.78%
Capital Goods · 20.46%
Automobile and Auto Components · 18.36%
Capital Goods · 20.02%
Consumer Durables · 11.07%
Financial Services · 10.96%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2.5% / 1.5% / 0%
2% / 1.5% / 1%