Portfolio Management Services (PMS)Compare Schemes
Alchemy High Growth vs Tenet Portfolio (previously known as ABC Equity Portfolio)
Add SchemeGrowth of ₹1 Crore
Alchemy High Growth
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
4.23%
−0.27%
6 Months
0.96%
−1.47%
1 Year
14.90%
6.66%
3 Years
14.68%
11.29%
5 Years
10.31%
13.68%
Since Inception
19.96%
15.03%
Fund Age
24 yrs 3 mo
5 yrs 7 mo
AUM
₹757.54 Cr
₹138.83 Cr
Alpha – 1 Year
10.18%
7.01%
Alpha – 3 Years
2.59%
2.30%
Information Ratio – 3 Years
0.54
0.23
Volatility – 1 Year
22.77%
16.50%
Volatility – 3 Years
22.88%
16.10%
Beta – 1 Year
1.00
0.93
Beta – 3 Years
1.22
0.99
Sharpe Ratio – 1 Year
0.49
0.15
Sharpe Ratio – 3 Years
0.49
0.41
Worst Rolling Year
-9.25%
11.25%
Value at Worst Rolling Year
₹0.91 Cr
₹1.11 Cr
Deepest Drawdown
−36.23%
−21.42%
Recovery Period
395 days
Not yet recovered
1-Year Rolling Windows Positive
90.02%
100.00%
Median Rolling Year
15.11%
17.75%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 41% · M 14% · S 34%
—
Number of Stocks
62
18
Portfolio P/E
36.83
32.00
Top 5 Holdings
Multi Commodity Exchange of India Ltd · 7.33%
BSE Ltd · 5.86%
National Aluminium Company Ltd · 5.30%
Lloyds Metals & Energy Ltd · 5.06%
Nippon Life India Asset Management Ltd · 4.84%
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)
1% / 0% / 0%
3% / 2% / 1%