Portfolio Management Services (PMS)Compare Schemes
Helios India Emerging Star Portfolio vs Tenet Portfolio (previously known as ABC Equity Portfolio)
Helios India Emerging Star Portfolio
Tenet Portfolio (previously known as ABC Equity Portfolio)
Add SchemeGrowth of ₹1 Crore
Helios India Emerging Star Portfolio
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
−1.37%
−0.27%
6 Months
—
−1.47%
1 Year
—
6.66%
3 Years
—
11.29%
5 Years
—
13.68%
Since Inception
23.98%
15.03%
Fund Age
4 mo
5 yrs 7 mo
AUM
₹8.52 Cr
₹138.83 Cr
Alpha – 1 Year
—
7.01%
Alpha – 3 Years
—
2.30%
Information Ratio – 3 Years
—
0.23
Volatility – 1 Year
—
16.50%
Volatility – 3 Years
—
16.10%
Beta – 1 Year
—
0.93
Beta – 3 Years
—
0.99
Sharpe Ratio – 1 Year
—
0.15
Sharpe Ratio – 3 Years
—
0.41
Worst Rolling Year
—
11.25%
Value at Worst Rolling Year
—
₹1.11 Cr
Deepest Drawdown
—
−21.42%
Recovery Period
—
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
—
—
Number of Stocks
—
18
Portfolio P/E
—
32.00
Top 5 Holdings
—
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)
—
3% / 2% / 1%