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TCG Transformative Growth Portfolio vs Vallum Multi Activa Strategy

TCG Transformative Growth Portfolio

Vallum Multi Activa Strategy

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Growth of ₹1 Crore

TCG Transformative Growth Portfolio

Vallum Multi Activa Strategy

Return for the risk

1 yr return

10%

15%

20%

25%

30%

35%

Nifty 500 · 4.7%

TCG Transformative Growth Portfolio

5% • vol 27%

Vallum Multi Activa Strategy

28.3% • vol 13.8%

10%

20%

30%

40%

Volatility • 1 yr deviation

1 Month

2.52%

1.82%

6 Months

12.02%

3.61%

1 Year

4.98%

28.29%

3 Years

—

5 Years

—

Since Inception

2.03%

23.99%

Fund Age

1 yr 10 mo

19 mo

AUM

₹167.29 Cr

₹14.97 Cr

Alpha – 1 Year

0.26%

20.75%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

26.96%

13.84%

Volatility – 3 Years

—

Beta – 1 Year

1.44

0.77

Beta – 3 Years

—

Sharpe Ratio – 1 Year

0.10

1.50

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

−22.46%

−7.02%

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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