Portfolio Management Services (PMS)Compare Schemes
Alphaa Better Risk Reward 30 stocks vs Tenet Portfolio (previously known as ABC Equity Portfolio)
Alphaa Better Risk Reward 30 stocks
Tenet Portfolio (previously known as ABC Equity Portfolio)
Add SchemeGrowth of ₹1 Crore
Alphaa Better Risk Reward 30 stocks
Tenet Portfolio (previously known as ABC Equity Portfolio)
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.54%
−0.27%
6 Months
−5.38%
−1.47%
1 Year
−6.70%
6.66%
3 Years
7.98%
11.29%
5 Years
—
13.68%
Since Inception
7.98%
15.03%
Fund Age
2 yrs 11 mo
5 yrs 7 mo
AUM
₹7.31 Cr
₹138.83 Cr
Alpha – 1 Year
−6.35%
7.01%
Alpha – 3 Years
−1.02%
2.30%
Information Ratio – 3 Years
-0.08
0.23
Volatility – 1 Year
17.44%
16.50%
Volatility – 3 Years
15.65%
16.10%
Beta – 1 Year
1.08
0.93
Beta – 3 Years
—
0.99
Sharpe Ratio – 1 Year
-0.61
0.15
Sharpe Ratio – 3 Years
0.22
0.41
Worst Rolling Year
—
11.25%
Value at Worst Rolling Year
—
₹1.11 Cr
Deepest Drawdown
−21.15%
−21.42%
Recovery Period
Not yet recovered
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
L 61% · M 26% · S 9%
—
Number of Stocks
66
18
Portfolio P/E
27.03
32.00
Top 5 Holdings
HDFC Bank Ltd · 17.83%
Britannia Industries Ltd · 12.81%
Cash & Cash Equivalent · 8.07%
Bharti Airtel Ltd · 3.91%
Infosys Ltd · 3.85%
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 · 31.63%
Fast Moving Consumer Goods · 18.10%
Healthcare · 10.31%
—
Fixed Fee
1.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
3% / 2% / 1%