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TCG Advisory - TCG AMC Multicap Fund
TCG Advisory - TCG AMC Multicap Fund

TCG Advisory - TCG AMC Multicap Fund

  • TCG Advisory Service Pvt Ltd
  • MULTI CAP
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Portfolio age7 years, 2 months
-6.72%
-3.43%
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 31/01/2025)
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 Jan, 2025)
Inception Date
Oct 24, 2018
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 2.50% 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
2.00%
Hurdle Rate
10%
Profit Sharing
10% Profit sharing above 10% Hurdle
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bt_logoINVESTMENT PHILOSOPHY

Objective

Fund will invest in companies across market capitalization and sectors which will provide a right mix of diversification in the portfolio. Fund shall have the flexibility to be overweight in a market cap depending on the potential & opportunities as they arise. Fund will aim to profit by investing in these companies and sectors.

Investment Approach

Fund invests in companies and sectors across capitalization. Fund aims for higher relative returns versus benchmarks over a 5-7-year investment horizon. The risk of investing, includes capital loss, however diversification across sectors lowers the risk to deliver risk adjusted returns.

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bt_logoPEER ANALYSIS

  • table
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Compare
Quant Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
6%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 258
Fixed Fee
1.75%
Scheme Return
8.33%
Benchmark Return
0.96%
Catalyst Series 1
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 258
Fixed Fee
No Option
Scheme Return
4.09%
Benchmark Return
2.42%
MRG Capital - Wealth Maximizer
AUM (₹ Cr)
₹15.65 Cr
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 258
Fixed Fee
1.00%
Scheme Return
3.27%
Benchmark Return
1.92%
ITUS - Fundamental Value Fund
AUM (₹ Cr)
₹1,358.90 Cr
Hurdle Rate
15.00%
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 258
Fixed Fee
No Option
Scheme Return
3.11%
Benchmark Return
1.92%
MRG Capital - Wealth Enhancer
AUM (₹ Cr)
₹49.97 Cr
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 258
Fixed Fee
1.00%
Scheme Return
2.88%
Benchmark Return
1.92%
MRG Capital - Wealth Protector
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
6 Out of 258
Fixed Fee
1.00%
Scheme Return
2.84%
Benchmark Return
1.92%
*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 142.48 crores. Its current offering of PMS schemes includes 1 Small Cap scheme.

AUM (₹ cr)

142.48 (As on Dec, 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
9 Out of 28
Fixed Fee
2.50%
Scheme Return
-1.09%
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 - TCG AMC Multicap Fund?
The hurdle rate of TCG Advisory - TCG AMC Multicap Fund is 10%.
What is the fixed fee charged in TCG Advisory - TCG AMC Multicap Fund ?
The fixed fee charged in TCG Advisory - TCG AMC Multicap Fund is 2.50%.
What is the variable fee charged in TCG Advisory - TCG AMC Multicap Fund ?
The variable fee charged in TCG Advisory - TCG AMC Multicap Fund is 2.00%.
What is the profit sharing in TCG Advisory - TCG AMC Multicap Fund ?
The profit sharing in TCG Advisory - TCG AMC Multicap Fund is 10% Profit sharing above 10% Hurdle.
What is the minimum investment in TCG Advisory - TCG AMC Multicap Fund ?
The minimum investment in TCG Advisory - TCG AMC Multicap Fund is ₹50 Lacs
What type of scheme is TCG Advisory - TCG AMC Multicap Fund?
TCG Advisory - TCG AMC Multicap Fund is an Equity scheme. It falls in the MULTI CAP category.
What is the inception date of TCG Advisory - TCG AMC Multicap Fund?
The inception date of TCG Advisory - TCG AMC Multicap Fund is Oct 24, 2018.
What is the exit load of TCG Advisory - TCG AMC Multicap Fund?
Exit load is 2.50% if redeemed in 0-1 year, 0% thereafter.

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