Portfolio Management Services (PMS)Compare Schemes
TCG Transformative Growth Portfolio vs Wave-Bloom
Add SchemeGrowth of ₹1 Crore
TCG Transformative Growth Portfolio
Wave-Bloom
Return for the risk
1 yr return
-5%
0%
5%
10%
Nifty 500 · 4.7%
0%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
2.52%
−0.67%
6 Months
12.02%
−7.55%
1 Year
4.98%
0.34%
3 Years
—
—
5 Years
—
—
Since Inception
2.03%
12.70%
Fund Age
1 yr 10 mo
2 yrs 3 mo
AUM
₹167.29 Cr
₹7.52 Cr
Alpha – 1 Year
0.26%
−2.64%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
26.96%
8.98%
Volatility – 3 Years
—
—
Beta – 1 Year
1.44
0.39
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.10
-0.50
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−22.46%
−10.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
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Market-Cap Mix
M 5% · S 94%
L 71% · M 18% · S 10%
Number of Stocks
20
10
Portfolio P/E
37.20
15.00
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%
Kotak Mahindra Bank Ltd · 0.00%
HDFC Bank Ltd · 0.00%
Axis Bank Ltd · 0.00%
Nippon India ETF Hang Seng BeES · 0.00%
HDFC Life Insurance Company Ltd · 0.00%
Top Sectors
Financial Services · 20.78%
Capital Goods · 20.46%
Automobile and Auto Components · 18.36%
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Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2.5% / 1.5% / 0%
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