- Manager
- TCG Advisory Services
- Service
- Discretionary
- Asset class
- Equity
TCG Transformative Growth Portfolio
+0.23%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
TCG Advisory Services’ TCG Transformative Growth Portfolio returned 0.23% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹168 crore across its clients.
Key numbers
- AUM
- ₹168 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.73×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −3.90% | −5.57% | +1.67% |
| 3 months | −0.49% | −3.59% | +3.10% |
| 6 months | +24.58% | +8.07% | +16.51% |
| 1 year | +0.23% | −2.33% | +2.56% |
| Since inception | −0.09% | −2.64% | +2.55% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity99.30%₹167 Cr
- Cash and other0.70%₹1.17 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹2.20 Cr
- Outflow, Sep 2026
- ₹0.66 Cr
- Net, Sep 2026
- ₹1.54 Cr
- Net, FY to date
- ₹23.84 Cr
- Turnover, month
- 0.01×
- Turnover, past year
- 0.73×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has TCG Transformative Growth Portfolio returned?
0.23% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −3.90%; 3 months: −0.49%; 6 months: 24.58%; 1 year: 0.23%; Since inception: −0.09%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 2.56 percentage points ahead.
How much does TCG Transformative Growth Portfolio manage?
₹168 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages TCG Transformative Growth Portfolio?
TCG Advisory Services, a SEBI-registered portfolio manager (INP000005133), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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