Affluense AI AFFLUENSE

Transformative Growth

TCG Advisory Service Pvt Ltd
PMS Small Cap
Benchmark
S&P BSE 500 TRI
Inception Date
11 October 2024
Min. Investment
₹50,00,000
SIP Available
No
STP Available
Yes

Investment Strategy

Investment Approach

Aim to generate alpha by investing relatively early in companies with non-linear earnings growth &discovery premium.Ahead of curve thesis buildingCloser to private equity style of investing with an intent to generate outsize multiple on investment. In-depth sectoral, company research & diligence.

Investment Objective

The Portfolio Manager aims to generate long term capital appreciation by investing in a focused portfolio which predominantly consists of mid-cap and small- cap stocks with an intent to capture non-linear growth opportunity offered by such companies. The Client Portfolio may also have large allocation to cash and money market instruments/funds during certain periods a part of the investment strategy.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -1.09% -0.20% -0.89%
3 MONTHS 1.11% 5.00% -3.89%
6 MONTHS -4.02% 1.60% -5.62%
1 YEAR 1.85% 7.60% -5.75%
SINCE INCEPTION 0.57% 1.60% -1.03%

Calendar Year Performance

Year Return
CY 2025 1.85%

Financial Year Performance

Year Return
FY 26_YTD 8.48%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Shahzad Madon

Principal Officer

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.

Portfolio Details

Portfolio Composition

Large Cap
0.00%
Mid Cap
5.70%
Small Cap
82.83%
Cash & Equivalent
6.37%

Top 5 Holdings

  • ZF Commercial Vehicle Control Systems India Limited 8.04%
  • Equitas Small Finance Bank Limited 7.82%
  • D.B.Corp Limited 7.52%
  • Intellect Design Arena Limited 7.16%
  • Medi Assist Healthcare Services Limited 6.76%

Top 5 Sectors

  • Financial Services 20.28%
  • Automobile and Auto Components 18.79%
  • Capital Goods 17.06%
  • Media, Entertainment & Publication 7.52%
  • Information Technology 7.16%

Portfolio Characteristics

total number of stocks
N/A
top 5 stocks percent
37.30%
top 5 sectors percent
70.81%
average market cap
N/A
portfolio age
1 Yrs, 2 Months
sip
Not Available
stp
Available

Fee Structure

Fixed Fee

AMC: 2.5%

Variable Fee

AMC: 1.5%

Hurdle: 10%

Profit Sharing: 15%

Exit Load

Year 1: 1%

Year 2: 0%

Year 3: 0%

Disclaimer

* Returns are as on31st December 2025 , * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1

This profile is provided for general informational purposes only and is based on publicly available information. While reasonable care is taken, the content may not always reflect the latest updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

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Last Updated: January 2026 · Published by Affluense AI (affluense.ai)

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