PMS · Equity · Multi Cap
TCG AMC - $5 Trillion Fund
IRRSince inception37.78%
1Y return32.40%
Minimum investment₹50 Lakh
Fund age6 yrs 9 mo
Fund Manager
Chakri Lokapriya
Chakri Lokapriya
Fund Manager, TCG Advisory Service
• 25 years managing BRIC, Global Funds at J.P Morgan, New York; BNP Paribas, London; Franklin Templeton, India • Managed over $30 billion, small and large funds vs. multiple indexes. Currently leading TCG AMC • Strong relationships with Investment Banks, Stake holders, Founders, CEOs, CFOs, Media, Industry • Leadership in building, leading Asset Management Companies across geographies • New York University, Leonard N. Stern School of Business, MBA Finance, New York, 1994
Managing AUM₹2 Cr
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
TCG AMC $5 Trillion—32.40%10.70%——37.78%
NIFTY 500 Index−8.38%29.30%16.50%——41.55%
Excess over benchmark—3.10%−5.80%——−3.77%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date.
Portfolio Details : Where the money actually sits
P/E ratio
21.10
Avg market cap
₹1.04 L Cr
Asset class
Equity
Top 5 holdings
Prince Pipes & Fittings Ltd4.68%
Apollo Hospitals Enterprise Ltd4.43%
Dr Reddys Laboratories Ltd3.20%
UPL Ltd3.00%
Pfizer Ltd2.16%
Fees
A fixed plan is cheaper when returns are strong.
FixedPlan A · Shared upside
Fixed Management Fee3.00% / yr
Performance Fee2% of profit
Hurdle RateAbove 10%
Exit load 3.00% within 1 year, 2.00% within 2 years, nil after 3 years. Lock-in: Nil.
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