Portfolio Management Services (PMS)Compare Schemes
Abakkus - Emerging Opportunities vs Tenet Portfolio (previously known as ABC Equity Portfolio)
Abakkus - Emerging Opportunities
Tenet Portfolio (previously known as ABC Equity Portfolio)
Add SchemeGrowth of ₹1 Crore
Abakkus - Emerging Opportunities
Tenet Portfolio (previously known as ABC Equity Portfolio)
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.04%
−0.27%
6 Months
10.82%
−1.47%
1 Year
8.67%
6.66%
3 Years
13.08%
11.29%
5 Years
15.51%
13.68%
Since Inception
26.40%
15.03%
Fund Age
6 yrs
5 yrs 7 mo
AUM
₹5,996.39 Cr
₹138.83 Cr
Alpha – 1 Year
3.95%
7.01%
Alpha – 3 Years
0.99%
2.30%
Information Ratio – 3 Years
0.24
0.23
Volatility – 1 Year
22.00%
16.50%
Volatility – 3 Years
18.61%
16.10%
Beta – 1 Year
1.19
0.93
Beta – 3 Years
1.02
0.99
Sharpe Ratio – 1 Year
0.24
0.15
Sharpe Ratio – 3 Years
0.55
0.41
Worst Rolling Year
12.98%
11.25%
Value at Worst Rolling Year
₹1.13 Cr
₹1.11 Cr
Deepest Drawdown
−22.98%
−21.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.54%
17.75%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 8% · M 29% · S 55%
—
Number of Stocks
30
18
Portfolio P/E
25.07
32.00
Top 5 Holdings
Federal Bank Ltd
IIFL Finance Ltd
Sarda Energy & Minerals Ltd
PNB Housing Finance Ltd
Axis Bank Ltd
Other Equities · 51.02%
Cash & Cash Equivalent · 10.12%
Reliance Industries Ltd · 7.98%
DLF Ltd · 7.90%
Larsen & Toubro Ltd · 7.74%
Top Sectors
Financial Services · 35.07%
Capital Goods · 12.55%
Healthcare · 9.29%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
3% / 2% / 1%