Portfolio Management Services (PMS)Compare Schemes
TCG Transformative Growth Portfolio vs WhiteOak Capital Research Select Equity
Add SchemeGrowth of ₹1 Crore
TCG Transformative Growth Portfolio
WhiteOak Capital Research Select Equity
Return for the risk
1 yr return
-5%
0%
5%
10%
Nifty 500 · 4.7%
10%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
2.52%
2.78%
6 Months
12.02%
1.92%
1 Year
4.98%
0.43%
3 Years
—
—
5 Years
—
—
Since Inception
2.03%
6.17%
Fund Age
1 yr 10 mo
2 yrs 2 mo
AUM
₹167.29 Cr
₹22.98 Cr
Alpha – 1 Year
0.26%
−2.55%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
26.96%
16.90%
Volatility – 3 Years
—
—
Beta – 1 Year
1.44
0.96
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.10
-0.22
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−22.46%
−16.17%
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%
L 61% · M 14% · S 21%
Number of Stocks
20
41
Portfolio P/E
37.20
31.26
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 · 9.83%
HDFC Bank Ltd · 7.49%
State Bank of India · 4.69%
Bharti Airtel Ltd · 4.63%
Torrent Pharmaceuticals Ltd · 3.98%
Top Sectors
Financial Services · 20.78%
Capital Goods · 20.46%
Automobile and Auto Components · 18.36%
Financial Services · 33.20%
Healthcare · 9.93%
Capital Goods · 8.37%
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%