Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs Tenet Portfolio (previously known as ABC Equity Portfolio)
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
Tenet Portfolio (previously known as ABC Equity Portfolio)
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.71%
−0.27%
6 Months
0.51%
−1.47%
1 Year
12.01%
6.66%
3 Years
12.45%
11.29%
5 Years
—
13.68%
Since Inception
12.40%
15.03%
Fund Age
3 yrs
5 yrs 7 mo
AUM
₹22.7 Cr
₹138.83 Cr
Alpha – 1 Year
12.36%
7.01%
Alpha – 3 Years
3.45%
2.30%
Information Ratio – 3 Years
0.50
0.23
Volatility – 1 Year
19.89%
16.50%
Volatility – 3 Years
17.57%
16.10%
Beta – 1 Year
1.18
0.93
Beta – 3 Years
1.20
0.99
Sharpe Ratio – 1 Year
0.40
0.15
Sharpe Ratio – 3 Years
0.46
0.41
Worst Rolling Year
12.43%
11.25%
Value at Worst Rolling Year
₹1.12 Cr
₹1.11 Cr
Deepest Drawdown
−26.54%
−21.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.71%
17.75%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 99%
—
Number of Stocks
—
18
Portfolio P/E
—
32.00
Top 5 Holdings
Bajaj Finance Ltd · 5.85%
Nestle India Ltd · 5.59%
Shriram Finance Ltd · 5.54%
Apollo Hospitals Enterprise Ltd · 5.53%
Mahindra & Mahindra Ltd · 5.37%
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
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%