Portfolio Management Services (PMS)Compare Schemes
MoneyGrow Asset-Large Midcap vs Tenet Portfolio (previously known as ABC Equity Portfolio)
Add SchemeGrowth of ₹1 Crore
MoneyGrow Asset-Large Midcap
Tenet Portfolio (previously known as ABC Equity Portfolio)
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.12%
−0.27%
6 Months
9.15%
−1.47%
1 Year
11.50%
6.66%
3 Years
15.21%
11.29%
5 Years
—
13.68%
Since Inception
17.99%
15.03%
Fund Age
3 yrs 4 mo
5 yrs 7 mo
AUM
₹113.51 Cr
₹138.83 Cr
Alpha – 1 Year
11.85%
7.01%
Alpha – 3 Years
6.21%
2.30%
Information Ratio – 3 Years
0.97
0.23
Volatility – 1 Year
21.57%
16.50%
Volatility – 3 Years
16.25%
16.10%
Beta – 1 Year
1.26
0.93
Beta – 3 Years
1.09
0.99
Sharpe Ratio – 1 Year
0.37
0.15
Sharpe Ratio – 3 Years
0.63
0.41
Worst Rolling Year
14.24%
11.25%
Value at Worst Rolling Year
₹1.14 Cr
₹1.11 Cr
Deepest Drawdown
−19.23%
−21.42%
Recovery Period
79 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.47%
17.75%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 28% · S 38%
—
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
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%