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TCG Advisory - Rise After Fall(RAF)
TCG Advisory - Rise After Fall(RAF)

TCG Advisory - Rise After Fall(RAF)

  • TCG Advisory Service Pvt Ltd
  • MULTI CAP
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Portfolio age5 years
3.07%
0.83%
Hurdle Rate**10%
Fixed fee2.50%
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 31/05/2024)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
Allocation by Market Cap
Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

bt_logoPORTFOLIO MANAGERS

No data found

bt_logoFUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on May, 2024)
Inception Date
Jan 05, 2021
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
2.50%
Variable Fee
1.50%
Hurdle Rate
10%
Profit Sharing
10% Profit Sharing Over 10% Hurdle
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bt_logoINVESTMENT PHILOSOPHY

Objective

The Fund shall identify and invest in sectors and companies which are expected to recover fastest and benefit in next few years from the current market fall due to the present pandemic situation. Fund is opportunistic in nature which will take advantage of the current market crisis which has led to fall in stock prices.

Investment Approach

Fund invests in companies and selected sectors across capitalization with a large cap bias. The fund shall select sectors and a concentrated portfolio with well-defined parameters on every sectors / companies in the portfolio.

bt_logoCalculators

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Strategic Opportunities Series 1
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 259
Fixed Fee
No Option
Scheme Return
7.96%
Benchmark Return
0.96%
Turtle Wealth - 212 Wealth Mantra
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 259
Fixed Fee
2.00%
Scheme Return
4.25%
Benchmark Return
0.96%
Asit C Mehta - ACE - Multicap
AUM (₹ Cr)
₹146.61 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 259
Fixed Fee
2.50%
Scheme Return
3.81%
Benchmark Return
0.96%
Asit C Mehta - ACE - 15
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 259
Fixed Fee
2.50%
Scheme Return
3.35%
Benchmark Return
0.96%
Flexicap Fundamental Opportunities
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 259
Fixed Fee
2.50%
Scheme Return
3.3%
Benchmark Return
0.96%
AlfAccurate Advisors - AAA Focus Plan
AUM (₹ Cr)
₹12.43 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
6 Out of 259
Fixed Fee
2.50%
Scheme Return
3.11%
Benchmark Return
0.96%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

TCG Advisory Service Pvt Ltd
TCG Advisory Service Pvt Ltd manages assets worth Rs 138.65 crores. Its current offering of PMS schemes includes 1 Small Cap scheme.

AUM (₹ cr)

138.65 (As on Nov, 2025)

Number of Schemes

1
Schemes From This AMC
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Transformative Growth
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Small Cap
Category Rank
4 Out of 28
Fixed Fee
2.50%
Scheme Return
-0.4%
Benchmark Return
0.96%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of TCG Advisory - Rise After Fall(RAF)?
The hurdle rate of TCG Advisory - Rise After Fall(RAF) is 10%.
What is the fixed fee charged in TCG Advisory - Rise After Fall(RAF) ?
The fixed fee charged in TCG Advisory - Rise After Fall(RAF) is 2.50%.
What is the variable fee charged in TCG Advisory - Rise After Fall(RAF) ?
The variable fee charged in TCG Advisory - Rise After Fall(RAF) is 1.50%.
What is the profit sharing in TCG Advisory - Rise After Fall(RAF) ?
The profit sharing in TCG Advisory - Rise After Fall(RAF) is 10% Profit Sharing Over 10% Hurdle.
What is the minimum investment in TCG Advisory - Rise After Fall(RAF) ?
The minimum investment in TCG Advisory - Rise After Fall(RAF) is ₹50 Lacs
What type of scheme is TCG Advisory - Rise After Fall(RAF)?
TCG Advisory - Rise After Fall(RAF) is an Equity scheme. It falls in the MULTI CAP category.
What is the inception date of TCG Advisory - Rise After Fall(RAF)?
The inception date of TCG Advisory - Rise After Fall(RAF) is Jan 05, 2021.
What is the exit load of TCG Advisory - Rise After Fall(RAF)?
Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter.

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