Portfolio Management Services (PMS)Compare Schemes
TCG Transformative Growth Portfolio vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
TCG Transformative Growth Portfolio
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
20%
25%
30%
35%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.52%
0.30%
6 Months
12.02%
26.99%
1 Year
4.98%
26.29%
3 Years
—
27.01%
5 Years
—
—
Since Inception
2.03%
35.84%
Fund Age
1 yr 10 mo
4 yrs 3 mo
AUM
₹167.29 Cr
₹521.91 Cr
Alpha – 1 Year
0.26%
28.33%
Alpha – 3 Years
—
20.36%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
26.96%
31.27%
Volatility – 3 Years
—
25.96%
Beta – 1 Year
1.44
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.10
0.72
Sharpe Ratio – 3 Years
—
0.85
Worst Rolling Year
—
27.02%
Value at Worst Rolling Year
—
₹1.27 Cr
Deepest Drawdown
−22.46%
−26.38%
Recovery Period
Not yet recovered
93 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
36.88%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
M 5% · S 94%
—
Number of Stocks
20
49
Portfolio P/E
37.20
21.17
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%
—