Portfolio Management Services (PMS)Compare Schemes
Enam India Vision Portfolio vs Tenet Portfolio (previously known as ABC Equity Portfolio)
Add SchemeGrowth of ₹1 Crore
Enam India Vision Portfolio
Tenet Portfolio (previously known as ABC Equity Portfolio)
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.68%
−0.27%
6 Months
12.22%
−1.47%
1 Year
16.41%
6.66%
3 Years
12.88%
11.29%
5 Years
—
13.68%
Since Inception
15.20%
15.03%
Fund Age
3 yrs 7 mo
5 yrs 7 mo
AUM
₹890.3 Cr
₹138.83 Cr
Alpha – 1 Year
11.69%
7.01%
Alpha – 3 Years
0.79%
2.30%
Information Ratio – 3 Years
0.11
0.23
Volatility – 1 Year
18.16%
16.50%
Volatility – 3 Years
14.87%
16.10%
Beta – 1 Year
0.92
0.93
Beta – 3 Years
0.86
0.99
Sharpe Ratio – 1 Year
0.64
0.15
Sharpe Ratio – 3 Years
0.54
0.41
Worst Rolling Year
11.39%
11.25%
Value at Worst Rolling Year
₹1.11 Cr
₹1.11 Cr
Deepest Drawdown
−18.04%
−21.42%
Recovery Period
487 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.55%
17.75%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 31% · M 50% · S 18%
—
Number of Stocks
20
18
Portfolio P/E
33.00
32.00
Top 5 Holdings
Piramal Finance Ltd · 10.75%
Aegis Logistics Ltd · 8.94%
Emcure Pharmaceuticals Ltd · 7.58%
Glenmark Pharmaceuticals Ltd · 7.51%
Bharti Airtel Ltd · 6.89%
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
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%