Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal-Founders vs Tenet Portfolio (previously known as ABC Equity Portfolio)
Add SchemeGrowth of ₹1 Crore
Motilal Oswal-Founders
Tenet Portfolio (previously known as ABC Equity Portfolio)
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.25%
−0.27%
6 Months
15.19%
−1.47%
1 Year
3.21%
6.66%
3 Years
19.65%
11.29%
5 Years
—
13.68%
Since Inception
25.09%
15.03%
Fund Age
3 yrs 5 mo
5 yrs 7 mo
AUM
₹4,148.34 Cr
₹138.83 Cr
Alpha – 1 Year
0.23%
7.01%
Alpha – 3 Years
7.77%
2.30%
Information Ratio – 3 Years
0.62
0.23
Volatility – 1 Year
21.54%
16.50%
Volatility – 3 Years
22.15%
16.10%
Beta – 1 Year
1.06
0.93
Beta – 3 Years
1.15
0.99
Sharpe Ratio – 1 Year
-0.01
0.15
Sharpe Ratio – 3 Years
0.68
0.41
Worst Rolling Year
19.49%
11.25%
Value at Worst Rolling Year
₹1.19 Cr
₹1.11 Cr
Deepest Drawdown
−27.91%
−21.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.76%
17.75%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 26% · M 35% · S 37%
—
Number of Stocks
26
18
Portfolio P/E
55.82
32.00
Top 5 Holdings
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
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 · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%