Portfolio Management Services (PMS)Compare Schemes
TCG Transformative Growth Portfolio vs Wave - Pure Alpha
Add SchemeGrowth of ₹1 Crore
TCG Transformative Growth Portfolio
Wave - Pure Alpha
Return for the risk
1 yr return
0%
5%
10%
15%
Nifty 500 · 4.7%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
2.52%
−0.38%
6 Months
12.02%
6.45%
1 Year
4.98%
9.69%
3 Years
—
—
5 Years
—
—
Since Inception
2.03%
13.06%
Fund Age
1 yr 10 mo
2 yrs 5 mo
AUM
₹167.29 Cr
₹23.84 Cr
Alpha – 1 Year
0.26%
4.97%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
26.96%
20.03%
Volatility – 3 Years
—
—
Beta – 1 Year
1.44
1.04
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.10
0.29
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−22.46%
−13.77%
Recovery Period
Not yet recovered
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
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%
—
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
15% of profit
Exit Load (Y1 / Y2 / Y3)
2.5% / 1.5% / 0%
1% / 0% / 0%