Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Opportunities vs Tenet Portfolio (previously known as ABC Equity Portfolio)
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Opportunities
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
5.48%
−0.27%
6 Months
13.51%
−1.47%
1 Year
1.35%
6.66%
3 Years
13.26%
11.29%
5 Years
—
13.68%
Since Inception
19.28%
15.03%
Fund Age
4 yrs 2 mo
5 yrs 7 mo
AUM
₹36.17 Cr
₹138.83 Cr
Alpha – 1 Year
−3.37%
7.01%
Alpha – 3 Years
1.17%
2.30%
Information Ratio – 3 Years
0.14
0.23
Volatility – 1 Year
24.66%
16.50%
Volatility – 3 Years
18.82%
16.10%
Beta – 1 Year
1.31
0.93
Beta – 3 Years
1.10
0.99
Sharpe Ratio – 1 Year
-0.05
0.15
Sharpe Ratio – 3 Years
0.48
0.41
Worst Rolling Year
12.70%
11.25%
Value at Worst Rolling Year
₹1.13 Cr
₹1.11 Cr
Deepest Drawdown
−26.89%
−21.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.63%
17.75%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 8% · M 16% · S 76%
—
Number of Stocks
24
18
Portfolio P/E
29.70
32.00
Top 5 Holdings
Windlas Biotech Ltd · 0.00%
Galaxy Surfactants Ltd · 0.00%
Indigo Paints Ltd · 0.00%
Krishna Institute of Medical Sciences Ltd · 0.00%
Tracxn Technologies Ltd · 0.00%
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
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%