Portfolio Management Services (PMS)Compare Schemes
Ambit - caliber vs Tenet Portfolio (previously known as ABC Equity Portfolio)
Add SchemeGrowth of ₹1 Crore
Ambit - caliber
Tenet Portfolio (previously known as ABC Equity Portfolio)
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.17%
−0.27%
6 Months
3.92%
−1.47%
1 Year
9.29%
6.66%
3 Years
14.80%
11.29%
5 Years
9.78%
13.68%
Since Inception
14.35%
15.03%
Fund Age
5 yrs 5 mo
5 yrs 7 mo
AUM
₹95.56 Cr
₹138.83 Cr
Alpha – 1 Year
9.72%
7.01%
Alpha – 3 Years
6.23%
2.30%
Information Ratio – 3 Years
0.76
0.23
Volatility – 1 Year
16.82%
16.50%
Volatility – 3 Years
15.81%
16.10%
Beta – 1 Year
1.02
0.93
Beta – 3 Years
0.98
0.99
Sharpe Ratio – 1 Year
0.29
0.15
Sharpe Ratio – 3 Years
0.61
0.41
Worst Rolling Year
5.26%
11.25%
Value at Worst Rolling Year
₹1.05 Cr
₹1.11 Cr
Deepest Drawdown
−20.60%
−21.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.62%
17.75%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 55% · M 33% · S 10%
—
Number of Stocks
59
18
Portfolio P/E
34.30
32.00
Top 5 Holdings
Bajaj Finance Ltd · 5.19%
ICICI Bank Ltd · 4.86%
Bajaj Auto Ltd · 4.60%
Syrma SGS Technology Ltd · 3.60%
Piramal Finance Ltd · 3.49%
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 · 31.03%
Capital Goods · 16.00%
Automobile and Auto Components · 14.13%
—
Fixed Fee
1.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%