Portfolio Management Services (PMS)Compare Schemes
Alpha Alternatives - Systematic Equity vs Tenet Portfolio (previously known as ABC Equity Portfolio)
Alpha Alternatives - Systematic Equity
Tenet Portfolio (previously known as ABC Equity Portfolio)
Add SchemeGrowth of ₹1 Crore
Alpha Alternatives - Systematic Equity
Tenet Portfolio (previously known as ABC Equity Portfolio)
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.47%
−0.27%
6 Months
3.88%
−1.47%
1 Year
−7.98%
6.66%
3 Years
11.06%
11.29%
5 Years
10.06%
13.68%
Since Inception
11.56%
15.03%
Fund Age
5 yrs 3 mo
5 yrs 7 mo
AUM
₹106.37 Cr
₹138.83 Cr
Alpha – 1 Year
−10.96%
7.01%
Alpha – 3 Years
−0.82%
2.30%
Information Ratio – 3 Years
0.00
0.23
Volatility – 1 Year
16.00%
16.50%
Volatility – 3 Years
17.59%
16.10%
Beta – 1 Year
0.79
0.93
Beta – 3 Years
0.97
0.99
Sharpe Ratio – 1 Year
-0.78
0.15
Sharpe Ratio – 3 Years
0.42
0.41
Worst Rolling Year
—
11.25%
Value at Worst Rolling Year
—
₹1.11 Cr
Deepest Drawdown
—
−21.42%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.75%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
18
Portfolio P/E
—
32.00
Top 5 Holdings
National Aluminium Company Ltd · 6.60%
Eicher Motors Ltd · 5.87%
Indus Towers Ltd · 5.61%
Hero MotoCorp Ltd · 5.33%
Dr Lal Pathlabs Ltd · 5.15%
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
1.00% / yr
2.00% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%