Portfolio Management Services (PMS)Compare Schemes
TCG Transformative Growth Portfolio vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
TCG Transformative Growth Portfolio
Tulsian - PMS
Return for the risk
3 yrs return
15%
20%
25%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.52%
2.21%
6 Months
12.02%
21.04%
1 Year
4.98%
21.34%
3 Years
—
19.08%
5 Years
—
23.67%
Since Inception
2.03%
—
Fund Age
1 yr 10 mo
6 yrs 4 mo
AUM
₹167.29 Cr
₹364.08 Cr
Alpha – 1 Year
0.26%
21.69%
Alpha – 3 Years
—
10.08%
Information Ratio – 3 Years
—
0.52
Volatility – 1 Year
26.96%
32.28%
Volatility – 3 Years
—
28.08%
Beta – 1 Year
1.44
1.47
Beta – 3 Years
—
1.60
Sharpe Ratio – 1 Year
0.10
0.58
Sharpe Ratio – 3 Years
—
0.57
Worst Rolling Year
—
15.61%
Value at Worst Rolling Year
—
₹1.16 Cr
Deepest Drawdown
−22.46%
−31.98%
Recovery Period
Not yet recovered
457 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
28.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 5% · S 94%
L 90% · M 10%
Number of Stocks
20
—
Portfolio P/E
37.20
—
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%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
Financial Services · 20.78%
Capital Goods · 20.46%
Automobile and Auto Components · 18.36%
—
Fixed Fee
2.50% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
2.5% / 1.5% / 0%
3% / 2% / 1%