Portfolio Management Services (PMS)Compare Schemes
TCG Transformative Growth Portfolio vs WhiteOak Capital Business Leaders
Add SchemeGrowth of ₹1 Crore
TCG Transformative Growth Portfolio
WhiteOak Capital Business Leaders
Return for the risk
3 yrs return
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
2.52%
3.42%
6 Months
12.02%
2.89%
1 Year
4.98%
2.59%
3 Years
—
10.39%
5 Years
—
8.86%
Since Inception
2.03%
11.13%
Fund Age
1 yr 10 mo
5 yrs 6 mo
AUM
₹167.29 Cr
₹63.54 Cr
Alpha – 1 Year
0.26%
−0.39%
Alpha – 3 Years
—
−1.50%
Information Ratio – 3 Years
—
-0.34
Volatility – 1 Year
26.96%
16.68%
Volatility – 3 Years
—
13.79%
Beta – 1 Year
1.44
0.95
Beta – 3 Years
—
0.88
Sharpe Ratio – 1 Year
0.10
-0.09
Sharpe Ratio – 3 Years
—
0.40
Worst Rolling Year
—
6.98%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−22.46%
−15.31%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
12.50%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 5% · S 94%
L 69% · M 25% · S 5%
Number of Stocks
20
40
Portfolio P/E
37.20
30.67
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%
ICICI Bank Ltd · 9.92%
HDFC Bank Ltd · 7.54%
Bharti Airtel Ltd · 6.09%
State Bank of India · 4.33%
Nestle India Ltd · 4.12%
Top Sectors
Financial Services · 20.78%
Capital Goods · 20.46%
Automobile and Auto Components · 18.36%
Financial Services · 34.64%
Healthcare · 9.38%
Oil, Gas & Consumable Fuels · 6.89%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2.5% / 1.5% / 0%
0% / 0% / 0%