Portfolio Management Services (PMS)Compare Schemes
Equirus Securities - Long Horizon Fund vs Tenet Portfolio (previously known as ABC Equity Portfolio)
Equirus Securities - Long Horizon Fund
Tenet Portfolio (previously known as ABC Equity Portfolio)
Add SchemeGrowth of ₹1 Crore
Equirus Securities - Long Horizon Fund
Tenet Portfolio (previously known as ABC Equity Portfolio)
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.54%
−0.27%
6 Months
29.52%
−1.47%
1 Year
27.35%
6.66%
3 Years
14.30%
11.29%
5 Years
12.28%
13.68%
Since Inception
21.22%
15.03%
Fund Age
9 yrs 10 mo
5 yrs 7 mo
AUM
₹374.43 Cr
₹138.83 Cr
Alpha – 1 Year
22.63%
7.01%
Alpha – 3 Years
2.21%
2.30%
Information Ratio – 3 Years
0.15
0.23
Volatility – 1 Year
28.49%
16.50%
Volatility – 3 Years
24.50%
16.10%
Beta – 1 Year
1.39
0.93
Beta – 3 Years
1.24
0.99
Sharpe Ratio – 1 Year
0.80
0.15
Sharpe Ratio – 3 Years
0.46
0.41
Worst Rolling Year
-3.89%
11.25%
Value at Worst Rolling Year
₹0.96 Cr
₹1.11 Cr
Deepest Drawdown
−30.92%
−21.42%
Recovery Period
484 days
Not yet recovered
1-Year Rolling Windows Positive
98.76%
100.00%
Median Rolling Year
18.04%
17.75%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 4% · S 95%
—
Number of Stocks
29
18
Portfolio P/E
36.10
32.00
Top 5 Holdings
Thangamayil Jewellery Ltd · 13.33%
United Foodbrands Ltd · 7.09%
Jubilant Ingrevia Ltd · 5.22%
Arman Financial Services Ltd · 5.01%
Rane Holdings Ltd · 4.97%
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)
2% / 1% / 0%
3% / 2% / 1%