Portfolio Management Services (PMS)Compare Schemes
ArthAlpha Machine Learning Equity Quant vs Tenet Portfolio (previously known as ABC Equity Portfolio)
ArthAlpha Machine Learning Equity Quant
Tenet Portfolio (previously known as ABC Equity Portfolio)
Add SchemeGrowth of ₹1 Crore
ArthAlpha Machine Learning Equity Quant
Tenet Portfolio (previously known as ABC Equity Portfolio)
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.31%
−0.27%
6 Months
5.63%
−1.47%
1 Year
10.47%
6.66%
3 Years
—
11.29%
5 Years
—
13.68%
Since Inception
6.92%
15.03%
Fund Age
1 yr 10 mo
5 yrs 7 mo
AUM
₹64.41 Cr
₹138.83 Cr
Alpha – 1 Year
5.75%
7.01%
Alpha – 3 Years
—
2.30%
Information Ratio – 3 Years
—
0.23
Volatility – 1 Year
17.22%
16.50%
Volatility – 3 Years
—
16.10%
Beta – 1 Year
0.92
0.93
Beta – 3 Years
—
0.99
Sharpe Ratio – 1 Year
0.36
0.15
Sharpe Ratio – 3 Years
—
0.41
Worst Rolling Year
—
11.25%
Value at Worst Rolling Year
—
₹1.11 Cr
Deepest Drawdown
−11.60%
−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 33% · M 60% · S 3%
—
Number of Stocks
35
18
Portfolio P/E
35.94
32.00
Top 5 Holdings
BSE Ltd · 4.95%
Multi Commodity Exchange of India Ltd · 4.44%
Oracle Financial Services Software Ltd · 4.41%
Coforge Ltd · 3.67%
NLC India Ltd · 3.63%
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 · 23.23%
Capital Goods · 19.14%
Metals & Mining · 11.14%
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%