Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Impress PMS vs Tenet Portfolio (previously known as ABC Equity Portfolio)
Anand Rathi Advisors - Impress PMS
Tenet Portfolio (previously known as ABC Equity Portfolio)
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Impress PMS
Tenet Portfolio (previously known as ABC Equity Portfolio)
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.97%
−0.27%
6 Months
23.68%
−1.47%
1 Year
18.36%
6.66%
3 Years
19.56%
11.29%
5 Years
16.83%
13.68%
Since Inception
14.91%
15.03%
Fund Age
9 yrs 3 mo
5 yrs 7 mo
AUM
₹884.23 Cr
₹138.83 Cr
Alpha – 1 Year
13.64%
7.01%
Alpha – 3 Years
7.47%
2.30%
Information Ratio – 3 Years
0.73
0.23
Volatility – 1 Year
27.03%
16.50%
Volatility – 3 Years
23.64%
16.10%
Beta – 1 Year
1.39
0.93
Beta – 3 Years
1.25
0.99
Sharpe Ratio – 1 Year
0.55
0.15
Sharpe Ratio – 3 Years
0.71
0.41
Worst Rolling Year
-7.52%
11.25%
Value at Worst Rolling Year
₹0.92 Cr
₹1.11 Cr
Deepest Drawdown
−24.68%
−21.42%
Recovery Period
97 days
Not yet recovered
1-Year Rolling Windows Positive
91.90%
100.00%
Median Rolling Year
22.43%
17.75%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 23% · S 57%
—
Number of Stocks
18
18
Portfolio P/E
42.38
32.00
Top 5 Holdings
Cash & Cash Equivalent · 9.65%
Radico Khaitan Ltd · 7.68%
Cemindia Projects Ltd · 7.40%
KEI Industries Ltd · 6.56%
Cholamandalam Investment & Finance Company Ltd · 6.37%
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
Capital Goods · 22.11%
Fast Moving Consumer Goods · 15.87%
Financial Services · 12.36%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
3% / 2% / 1%