PMS · Equity · Multi Cap
TCG AMC - Multicap Fund
IRRSince inception14.68%
Alpha (3Y)−1.72%
3Y return12.07%
Fund age6 yrs 3 mo
Fund Manager
Shahzad Madon
Shahzad Madon
Principal Officer, TCG Advisory Service
Shahzad has more than 30 years of industry experience across the investment management & the financial services sector. Shahzad has held varied responsibilities, which include heading equity research, managing equity portfolios, growing and managing the PMS and Alternate Investment Business. Prior to joining TCG AMC, Shahzad was the Head of Alternative Investments at Nippon India Asset Management, where he was instrumental in introducing various asset classes including, Real Estate, High Yield Credit and Venture Capital, in addition to public equities. Prior to joining Nippon India, Shahzad was Executive Director at ICICI Prudential AMC.
Managing AUM₹176 Cr
Growth of₹Cr
TCG AMC Multicap
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
TCG AMC Multicap—−2.34%22.24%12.07%17.33%14.68%
Nifty 500−8.38%9.73%20.98%14.17%18.25%17.32%
Excess over benchmark—−12.07%1.26%−2.10%−0.92%−2.64%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Jan 2025.
Risk : What you take on to earn the return
Volatility
16.36%
Benchmark approx 13.38%
A standard deviation reflecting historical swings.
Sensitivity
1.03
Beta vs benchmark 1.00 · 3% more reactive
How strongly the scheme moves with the index.
Risk-reward
0.37
Sharpe
Excess return gained per unit of volatility.
Capture ratio
100 / 111
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
Portfolio Details : Where the money actually sits
Avg market cap
₹2.28 L Cr
Asset class
Equity
Top 5 holdings
TVS Motor Company Ltd4.22%
Prince Pipes & Fittings Ltd3.97%
Jubilant Foodworks Ltd3.76%
Varun Beverages Ltd3.09%
Hindalco Industries Ltd2.93%
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle. Both cost the same at a 15.00% gross return.
FixedPlan A · Simple
Fixed Management Fee2.50% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Shared upside
Fixed Management Fee2.00% / yr
Performance Fee10% of profit
Hurdle RateAbove 10%
Exit load 2.50% within 1 year, 1.50% within 2 years, nil after 3 years. Lock-in: Nil.
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