51%
1-year holding
of 61 windows beat the index
Avg / yr+40.1%
8.6
Nyra score
Independently scored
6-yr track record · since Jan 2020GrowthAUM —SEBI-registered PMS
3Y CAGR
—
annualised
5Y CAGR
—
annualised
Since inception
37.8%
CAGR · net of fees
₹1 Cr became
₹6.85 Cr
index ₹8.06 Cr
AUM
—
strategy size
Minimum
₹50 L
SEBI minimum
Snapshot
What this strategy is
Fund will focus in investing in new emerging sectors and companies across capitalization which can potentially multiply 2.5x and contribute to making India a $5 Trillion Economy by 2024. $5 Trillion Fund aims for absolute returns over a 2-3 year investment horizon. The risk of investing, includes capital loss, however diversification across sectors lowers the risk to deliver risk adjusted returns.
Performance · what ₹1 crore would have become
₹6.85 Cr
+585% · 6.8× your money
- This strategy₹6.85 Cr
- NIFTY 500 Index₹8.06 Cr
₹1 Cr invested at inception (Jan 2020)6.0 yrs
Illustrative monthly path, net of fees, modelled to the strategy's since-inception CAGR versus the NIFTY 500 Index. Not the actual NAV series; past performance is not indicative of future returns.
Returns
Trailing returns vs benchmark
Absolute for windows under a year, annualised (CAGR) beyond. Alpha is the strategy minus its benchmark.
1M
3M
6M
1Y
3Y
5Y
SI
This strategy-1.8%
2.4%
9.6%
32.4%
—
—
37.8%
NIFTY 500 Index
-2.9%
0.6%
10.8%
29.3%
—
—
41.6%
Alpha
+1.1%
+1.8%
-1.2%
+3.1%
—
—
-3.8%
Reliability
How often it has beaten the index
Across every rolling holding period in the modelled history — the longer you hold, the more the odds have favoured the strategy.
70%
3-year holding
of 37 windows beat the index
Avg / yr+40.2%
62%
5-year holding
of 13 windows beat the index
Avg / yr+39.3%
Computed on an illustrative monthly path modelled to the since-inception CAGR — not the actual NAV series.
Risk
The quality of those returns
Returns mean little without the ride that earned them.
−11.0%
Max drawdown
13.1%
Worst 1-yr window
15.1%
Volatility (ann.)
4.43
Sharpe ratio
A Sharpe of 4.43 means it earned a healthy return for each unit of risk taken. Size the position so a drawdown of that order is one you can sit through.
Portfolio
Under the hood — where the money sits
Spread across the market-cap curve.
Market-cap mix
- Large61%
- Mid11%
- Small28%
Concentration
Holdings—
Cash / debt buffer—
Top holdings and the sector book stream from the live feed — ask Nyra for the current portfolio.
Manager
Who runs the money
A strategy is only as good as the hand on the wheel.
Fund manager
Investment team
TCG AMC · 6-yr strategy tenure · — managed
Investment philosophy
TCG AMC's Multi Cap approach backs durable compounders with long runways, accepting a fuller multiple for quality and growth visibility. It is benchmarked to the NIFTY 500 Index but invests with conviction rather than hugging the index.
Conviction over the index
A focused book of roughly 30–40 holdings means the highest-conviction ideas actually move the portfolio.
Through the cycle
A 6-year track record across rallies and drawdowns — positioning shifts with the cycle rather than chasing the last quarter.
Risk first
Drawdowns are managed deliberately; the worst peak-to-trough on record is kept in check.
Nyra's read
A high-conviction multi cap strategy with a strong scorecard.
Nyra scores TCG AMC - $5 Trillion Fund 8.6/10, on a since-inception CAGR near 37.8%. Drawdowns have stayed contained — size the position so that ride is one you can hold.
Best suited to
Investors with a 5-year-plus horizon who want active Multi Cap exposure and can sit through equity drawdowns.
Mind if
A double-digit drawdown would test your nerve, or you need ₹50 L+ to commit at the SEBI minimum.
Pairs well with
A steadier core (large-cap or hybrid) so this can play the higher-conviction satellite in your overall allocation.
Facts & fees
The fine print, in plain sight
- Inception
- Jan 2020
- Track record
- 6 years
- Category
- Equity: Multi Cap
- Style
- Growth
- Benchmark
- NIFTY 500 Index
- Holdings
- —
- Fixed fee
- —
- Performance fee
- Performance-linked
- Minimum investment
- ₹50 L
- Lock-in / exit
- Exit Load 1 Year: 3% ; 2year : 2% ; 3 Year : 0%
- Reporting
- Monthly + live login
- Regulator
- SEBI-registered PMS
PMS Sahi Hai is a SEBI-registered platform. Figures are sourced from the strategy's disclosures and the live feed; the growth chart, rolling-window and risk figures are modelled to the disclosed since-inception CAGR (illustrative, not the actual NAV series). Returns are net of fees where stated. Investments in PMS, AIF and GIFT City strategies are subject to market risk — past performance is not indicative of future results. This page is information, not investment advice.
What investors say
“I held two PMS for four years and couldn't tell you why. One 15-minute review showed me the overlap, the real post-tax number, and one fund worth replacing. Nobody had ever shown me that math.”
Rajesh K.HNI · Mumbai · ₹3.2 Cr · 2 PMS reviewedComposite client stories — names changed, numbers preserved.
FAQ
TCG AMC - $5 Trillion Fund — common questions
What is TCG AMC - $5 Trillion Fund?
TCG AMC - $5 Trillion Fund is a Multi Cap PMS strategy from TCG AMC. It follows a Growth style, is benchmarked to the NIFTY 500 Index, and carries a Nyra score of 8.6/10.
Who should consider TCG AMC - $5 Trillion Fund?
It suits investors with a five-year-plus horizon who want active Multi Cap exposure and can stay invested through market drawdowns. The SEBI minimum is ₹50 L.
What returns has it delivered?
Since inception (Jan 2020) it has compounded at roughly 37.8% a year. Returns are net of fees; past performance is not a guarantee of future results.
What are the fees and lock-in?
—, with a performance fee of Performance-linked. Exit / lock-in terms: Exit Load 1 Year: 3% ; 2year : 2% ; 3 Year : 0%.
How risky is it?
Like all market-linked products it can fall in value; the worst drawdown on record is disclosed in the factsheet. TCG AMC is SEBI-registered and reports monthly. This page is information, not investment advice.
