Portfolio Management Services (PMS)Compare Schemes
Ckredence-Business Cycle Fund vs Tenet Portfolio (previously known as ABC Equity Portfolio)
Add SchemeGrowth of ₹1 Crore
Ckredence-Business Cycle Fund
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
2.97%
−0.27%
6 Months
18.69%
−1.47%
1 Year
17.43%
6.66%
3 Years
—
11.29%
5 Years
—
13.68%
Since Inception
17.76%
15.03%
Fund Age
2 yrs 9 mo
5 yrs 7 mo
AUM
₹197.55 Cr
₹138.83 Cr
Alpha – 1 Year
17.78%
7.01%
Alpha – 3 Years
—
2.30%
Information Ratio – 3 Years
—
0.23
Volatility – 1 Year
20.32%
16.50%
Volatility – 3 Years
—
16.10%
Beta – 1 Year
1.06
0.93
Beta – 3 Years
—
0.99
Sharpe Ratio – 1 Year
0.63
0.15
Sharpe Ratio – 3 Years
—
0.41
Worst Rolling Year
—
11.25%
Value at Worst Rolling Year
—
₹1.11 Cr
Deepest Drawdown
−15.36%
−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 18% · M 24% · S 51%
—
Number of Stocks
35
18
Portfolio P/E
35.70
32.00
Top 5 Holdings
Laurus Labs Ltd · 10.45%
Cash & Cash Equivalent · 6.09%
Nippon India ETF Nifty IT · 5.42%
Cochin Shipyard Ltd · 4.30%
Emcure Pharmaceuticals Ltd · 3.83%
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
Healthcare · 17.73%
Automobile and Auto Components · 14.00%
Capital Goods · 9.14%
—
Fixed Fee
0.75% / yr
2.00% / yr
Performance Fee / Plan
20% of profit, above 8%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%