Portfolio Management Services (PMS)Compare Schemes
JM Financial - India Resurgent vs Tenet Portfolio (previously known as ABC Equity Portfolio)
Add SchemeGrowth of ₹1 Crore
JM Financial - India Resurgent
Tenet Portfolio (previously known as ABC Equity Portfolio)
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.15%
−0.27%
6 Months
18.21%
−1.47%
1 Year
19.11%
6.66%
3 Years
23.58%
11.29%
5 Years
18.40%
13.68%
Since Inception
13.93%
15.03%
Fund Age
11 yrs 4 mo
5 yrs 7 mo
AUM
₹13.37 Cr
₹138.83 Cr
Alpha – 1 Year
16.13%
7.01%
Alpha – 3 Years
11.69%
2.30%
Information Ratio – 3 Years
1.24
0.23
Volatility – 1 Year
18.18%
16.50%
Volatility – 3 Years
17.99%
16.10%
Beta – 1 Year
0.94
0.93
Beta – 3 Years
1.01
0.99
Sharpe Ratio – 1 Year
0.75
0.15
Sharpe Ratio – 3 Years
0.97
0.41
Worst Rolling Year
—
11.25%
Value at Worst Rolling Year
—
₹1.11 Cr
Deepest Drawdown
−20.05%
−21.42%
Recovery Period
162 days
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
L 27% · M 15% · S 55%
—
Number of Stocks
32
18
Portfolio P/E
41.94
32.00
Top 5 Holdings
Laurus Labs Ltd · 9.80%
Chambal Fertilisers & Chemicals Ltd · 6.56%
Divis Laboratories Ltd · 6.02%
ICICI Bank Ltd · 5.98%
Man Infraconstruction Ltd · 5.79%
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
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 0%
3% / 2% / 1%