Portfolio Management Services (PMS)Compare Schemes
Invesco - Challengers vs Tenet Portfolio (previously known as ABC Equity Portfolio)
Add SchemeGrowth of ₹1 Crore
Invesco - Challengers
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
1.41%
−0.27%
6 Months
13.18%
−1.47%
1 Year
2.91%
6.66%
3 Years
14.27%
11.29%
5 Years
—
13.68%
Since Inception
11.83%
15.03%
Fund Age
4 yrs 11 mo
5 yrs 7 mo
AUM
₹31.01 Cr
₹138.83 Cr
Alpha – 1 Year
−1.81%
7.01%
Alpha – 3 Years
2.18%
2.30%
Information Ratio – 3 Years
0.24
0.23
Volatility – 1 Year
18.67%
16.50%
Volatility – 3 Years
17.11%
16.10%
Beta – 1 Year
0.97
0.93
Beta – 3 Years
0.95
0.99
Sharpe Ratio – 1 Year
-0.04
0.15
Sharpe Ratio – 3 Years
0.56
0.41
Worst Rolling Year
12.64%
11.25%
Value at Worst Rolling Year
₹1.13 Cr
₹1.11 Cr
Deepest Drawdown
−24.73%
−21.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.60%
17.75%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 37% · M 30% · S 33%
—
Number of Stocks
26
18
Portfolio P/E
54.84
32.00
Top 5 Holdings
Bharti Airtel Ltd · 8.21%
ICICI Bank Ltd · 7.23%
TVS Motor Company Ltd · 5.81%
Sedemac Mechatronics Ltd · 5.23%
Aditya Vision Ltd · 4.93%
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
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%