Portfolio Management Services (PMS)Compare Schemes
AlphaGrep Multi Factor Quant vs Tenet Portfolio (previously known as ABC Equity Portfolio)
Add SchemeGrowth of ₹1 Crore
AlphaGrep Multi Factor Quant
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
0.27%
−0.27%
6 Months
−2.30%
−1.47%
1 Year
1.68%
6.66%
3 Years
13.91%
11.29%
5 Years
—
13.68%
Since Inception
14.05%
15.03%
Fund Age
3 yrs 10 mo
5 yrs 7 mo
AUM
₹53.78 Cr
₹138.83 Cr
Alpha – 1 Year
−3.04%
7.01%
Alpha – 3 Years
1.82%
2.30%
Information Ratio – 3 Years
0.34
0.23
Volatility – 1 Year
15.80%
16.50%
Volatility – 3 Years
15.64%
16.10%
Beta – 1 Year
0.86
0.93
Beta – 3 Years
0.97
0.99
Sharpe Ratio – 1 Year
-0.15
0.15
Sharpe Ratio – 3 Years
0.71
0.41
Worst Rolling Year
15.78%
11.25%
Value at Worst Rolling Year
₹1.16 Cr
₹1.11 Cr
Deepest Drawdown
−18.40%
−21.42%
Recovery Period
275 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
20.35%
17.75%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
18
Portfolio P/E
—
32.00
Top 5 Holdings
—
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
2.25% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%