TCG Transformative Growth Portfolio PMS: Returns, Portfolio & Fees

PMS · Equity · Small Cap

TCG Transformative Growth Portfolio

Fund size₹167 Cr

IRRSince inception2.03%

1Y return4.98%

Fund age1 yr 10 mo

Fund Manager

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 Transformative Growth

Returns: How it has done

Scheme / Benchmark	YTD	1Y	2Y	3Y	5Y	Since inception
TCG Transformative Growth	3.24%	4.98%	—	—	—	2.03%
Nifty 500	−1.02%	4.72%	—	—	—	0.25%
Excess over benchmark	4.26%	0.26%	—	—	—	1.78%

Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.

Risk : What you take on to earn the return

Volatility

26.96%

Benchmark approx 15.78%

A standard deviation reflecting historical swings.

Sensitivity

1.44

Beta vs benchmark 1.00 · 44% more reactive

How strongly the scheme moves with the index.

Risk-reward

0.10

Sharpe

Excess return gained per unit of volatility.

How far below its previous high it fell

Over the trailing 1Y window the scheme fell −22.46%, and recovered on 10 Aug 2026.

Max drawdowns

−22.46%

Scheme Drawdown Trajectory

Drawdown analysis	Peak	Trough	Depth	Fell over	Recovered	Recovery took
Scheme	–	–	−22.46%	–	10 Aug 2026	–
Benchmark	01 Sep 2025	30 Mar 2026	−14.69%	210 days	–	–

Scheme

Peak–

Trough–

Depth−22.46%

Fell over–

Recovered10 Aug 2026

Recovery took–

Benchmark

Peak01 Sep 2025

Trough30 Mar 2026

Depth−14.69%

Fell over210 days

Recovered–

Recovery took–

The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 1Y window · As on 31 Aug 2026

Portfolio Details : Where the money actually sits

Stocks

P/E ratio

37.20

P/B ratio

4.50

Dividend yield

0.22%

Avg market cap

₹11,702 Cr

Median market cap

₹7,056 Cr

Asset class

Equity

Market cap

Large cap

Mid cap5.41%

Small cap94.07%

Cash & others

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.

FixedPlan A · Simple

Fixed Management Fee2.50% / yr

Performance FeeNone

Hurdle RateNot applicable

VariablePlan B · Simple

Fixed Management Fee1.50% / yr

Performance FeeNone

Hurdle RateAbove 10%

PerformancePlan C · Performance Linked

Fixed Management FeeNone

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.

Let's start a
conversation

Compare this PMS against 3,000+ others with our research desk
Build a long-term portfolio around your goals, not a one-off buy
Experts with decades of experience.

Private. Personal. No obligation.

We will only use these details to contact you about this enquiry. No spam.