Portfolio Management Services (PMS)Compare Schemes
TCG Transformative Growth Portfolio vs Xylem Maverick Strategy
Add SchemeGrowth of ₹1 Crore
TCG Transformative Growth Portfolio
Xylem Maverick Strategy
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 4.7%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
2.52%
9.42%
6 Months
12.02%
52.78%
1 Year
4.98%
27.27%
3 Years
—
—
5 Years
—
—
Since Inception
2.03%
23.72%
Fund Age
1 yr 10 mo
19 mo
AUM
₹167.29 Cr
₹71.55 Cr
Alpha – 1 Year
0.26%
22.55%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
26.96%
31.93%
Volatility – 3 Years
—
—
Beta – 1 Year
1.44
1.29
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.10
0.74
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−22.46%
−27.01%
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%
S 96%
Number of Stocks
20
19
Portfolio P/E
37.20
39.65
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%
Diamond Power Infrastructure Ltd · 7.96%
Shilpa Medicare Ltd · 7.08%
Nazara Technologies Ltd · 6.87%
Jyoti CNC Automation Ltd · 6.44%
Sudarshan Chemical Industries Ltd · 6.10%
Top Sectors
Financial Services · 20.78%
Capital Goods · 20.46%
Automobile and Auto Components · 18.36%
Capital Goods · 25.19%
Chemicals · 14.10%
Healthcare · 12.77%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
2.5% / 1.5% / 0%
0% / 0% / 0%