Portfolio Management Services (PMS)Compare Schemes
TCG Transformative Growth Portfolio vs White Whale Partners Llp - Rising Star Pf
Add SchemeGrowth of ₹1 Crore
TCG Transformative Growth Portfolio
White Whale Partners Llp - Rising Star Pf
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 4.7%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
2.52%
5.53%
6 Months
12.02%
38.90%
1 Year
4.98%
27.55%
3 Years
—
—
5 Years
—
—
Since Inception
2.03%
21.65%
Fund Age
1 yr 10 mo
1 yr 10 mo
AUM
₹167.29 Cr
₹5.18 Cr
Alpha – 1 Year
0.26%
27.90%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
26.96%
23.94%
Volatility – 3 Years
—
—
Beta – 1 Year
1.44
1.08
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.10
0.91
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−22.46%
−19.37%
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%
M 19% · S 76%
Number of Stocks
20
13
Portfolio P/E
37.20
64.30
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%
Cartrade Tech Ltd · 13.56%
One 97 Communications Ltd · 11.13%
Cash & Cash Equivalent · 10.20%
Healthcare Global Enterprises Ltd · 8.82%
ERIS Lifesciences Ltd · 8.59%
Top Sectors
Financial Services · 20.78%
Capital Goods · 20.46%
Automobile and Auto Components · 18.36%
Healthcare · 28.18%
Consumer Services · 26.35%
Financial Services · 18.74%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2.5% / 1.5% / 0%
0% / 0% / 0%