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TCG Transformative Growth Portfolio vs Unifi Insider Shadow*

TCG Transformative Growth Portfolio

Unifi Insider Shadow*

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Growth of ₹1 Crore

TCG Transformative Growth Portfolio

Unifi Insider Shadow*

Return for the risk

1 yr return

10%

15%

Nifty 500 · 4.7%

TCG Transformative Growth Portfolio

5% • vol 27%

Unifi Insider Shadow*

9.4% • vol 17%

10%

20%

30%

40%

Volatility • 1 yr deviation

1 Month

2.52%

4.21%

6 Months

12.02%

10.07%

1 Year

4.98%

9.44%

3 Years

—

8.18%

5 Years

—

8.16%

Since Inception

2.03%

14.06%

Fund Age

1 yr 10 mo

16 yrs 4 mo

AUM

₹167.29 Cr

₹85.99 Cr

Alpha – 1 Year

0.26%

4.72%

Alpha – 3 Years

—

−3.91%

Information Ratio – 3 Years

—

Volatility – 1 Year

26.96%

17.03%

Volatility – 3 Years

—

Beta – 1 Year

1.44

0.92

Beta – 3 Years

—

Sharpe Ratio – 1 Year

0.10

0.30

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%

—

Number of Stocks

—

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%

—

Top Sectors

Financial Services · 20.78%

Capital Goods · 20.46%

Automobile and Auto Components · 18.36%

—

Fixed Fee

2.50% / yr

—

Performance Fee / Plan

Fixed Plan

—

Exit Load (Y1 / Y2 / Y3)

2.5% / 1.5% / 0%

—

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