Portfolio Management Services (PMS)Compare Schemes
Axis - Brand Equity PMS vs Tenet Portfolio (previously known as ABC Equity Portfolio)
Add SchemeGrowth of ₹1 Crore
Axis - Brand Equity PMS
Tenet Portfolio (previously known as ABC Equity Portfolio)
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.39%
−0.27%
6 Months
10.60%
−1.47%
1 Year
2.51%
6.66%
3 Years
7.68%
11.29%
5 Years
9.38%
13.68%
Since Inception
10.51%
15.03%
Fund Age
9 yrs 6 mo
5 yrs 7 mo
AUM
₹804.15 Cr
₹138.83 Cr
Alpha – 1 Year
2.94%
7.01%
Alpha – 3 Years
−0.89%
2.30%
Information Ratio – 3 Years
-0.08
0.23
Volatility – 1 Year
21.76%
16.50%
Volatility – 3 Years
17.30%
16.10%
Beta – 1 Year
1.23
0.93
Beta – 3 Years
1.08
0.99
Sharpe Ratio – 1 Year
-0.04
0.15
Sharpe Ratio – 3 Years
0.20
0.41
Worst Rolling Year
-3.22%
11.25%
Value at Worst Rolling Year
₹0.97 Cr
₹1.11 Cr
Deepest Drawdown
−26.72%
−21.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.55%
100.00%
Median Rolling Year
12.69%
17.75%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 26% · M 6% · S 61%
—
Number of Stocks
42
18
Portfolio P/E
35.23
32.00
Top 5 Holdings
Cash & Cash Equivalent · 7.12%
Mahindra & Mahindra Ltd · 5.74%
Eternal Ltd · 4.45%
EPL Ltd · 4.26%
Welspun Corp Ltd · 4.22%
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 · 15.47%
Financial Services · 11.78%
Automobile and Auto Components · 9.96%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%