TCG Multicap Fund invests in companies making and using new age materials such as composites, disrupting traditional ones such as metals, and forestry goods. Technical advances are making it possible to make items from baby diapers to aircraft engine parts with innovative materials. Human aspiration for being stronger, lighter, faster, and environment friendly is driving these product advances. The fund aims to profit by investing in these growth companies.
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Portfolio | -0.6% | 0.2% | -0.1% | 0.0% | 26.2% | 17.7% | 25.8% | - | 46.2% |
| CNX Midcap | -2.9% | 0.6% | 10.8% | 42.7% | 22.2% | 17.2% | 16.3% | - | 45.9% |
Portfolio Holdings
| Holding | % |
|---|---|
| Prince Pipes & Fittings Ltd | 4.00 |
| Tata Consumer Products Ltd | 2.60 |
| Jubilant Foodworks Ltd | 2.20 |
| HINDALCO INDUSTRIES LTD | 2.00 |
| Varun Beverages Ltd | 1.90 |
| Top 5 Equity Holdings | 12.70 |
Sector Allocation
| Holding | % |
|---|---|
| Health Care | 10.10 |
| Consumer Discretionary | 10.55 |
| Financials | 11.48 |
| Materials | 20.10 |
| Industrials | 21.33 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 38.8 |
| Mid Cap | 32.1 |
| Small Cap | 22.9 |
| Cash | 6.2 |
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Disclaimer
#Returns as of 31 May 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.
