Portfolio Management Services (PMS)Compare Schemes
Abans Growth and Momentum vs Tenet Portfolio (previously known as ABC Equity Portfolio)
Add SchemeGrowth of ₹1 Crore
Abans Growth and Momentum
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
2.46%
−0.27%
6 Months
7.53%
−1.47%
1 Year
10.69%
6.66%
3 Years
9.96%
11.29%
5 Years
10.97%
13.68%
Since Inception
20.53%
15.03%
Fund Age
14 yrs 7 mo
5 yrs 7 mo
AUM
₹132.39 Cr
₹138.83 Cr
Alpha – 1 Year
5.97%
7.01%
Alpha – 3 Years
−2.13%
2.30%
Information Ratio – 3 Years
-0.28
0.23
Volatility – 1 Year
20.88%
16.50%
Volatility – 3 Years
19.08%
16.10%
Beta – 1 Year
1.15
0.93
Beta – 3 Years
1.12
0.99
Sharpe Ratio – 1 Year
0.34
0.15
Sharpe Ratio – 3 Years
0.32
0.41
Worst Rolling Year
-4.87%
11.25%
Value at Worst Rolling Year
₹0.95 Cr
₹1.11 Cr
Deepest Drawdown
−22.42%
−21.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.43%
100.00%
Median Rolling Year
20.05%
17.75%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 47% · M 22% · S 18%
—
Number of Stocks
23
18
Portfolio P/E
60.38
32.00
Top 5 Holdings
Bajaj Finance Ltd · 7.00%
Piramal Finance Ltd · 7.00%
Shriram Finance Ltd · 7.00%
ICICI Bank Ltd · 6.00%
Apollo Hospitals Enterprise Ltd · 5.00%
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
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%