Portfolio Management Services (PMS)Compare Schemes
Nuvama Equities eXpansion Target vs Tenet Portfolio (previously known as ABC Equity Portfolio)
Nuvama Equities eXpansion Target
Tenet Portfolio (previously known as ABC Equity Portfolio)
Add SchemeGrowth of ₹1 Crore
Nuvama Equities eXpansion Target
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
2.94%
−0.27%
6 Months
19.15%
−1.47%
1 Year
14.85%
6.66%
3 Years
14.64%
11.29%
5 Years
—
13.68%
Since Inception
15.52%
15.03%
Fund Age
3 yrs 3 mo
5 yrs 7 mo
AUM
₹213.16 Cr
₹138.83 Cr
Alpha – 1 Year
10.13%
7.01%
Alpha – 3 Years
2.55%
2.30%
Information Ratio – 3 Years
0.17
0.23
Volatility – 1 Year
28.62%
16.50%
Volatility – 3 Years
24.62%
16.10%
Beta – 1 Year
1.48
0.93
Beta – 3 Years
1.33
0.99
Sharpe Ratio – 1 Year
0.43
0.15
Sharpe Ratio – 3 Years
0.46
0.41
Worst Rolling Year
12.87%
11.25%
Value at Worst Rolling Year
₹1.13 Cr
₹1.11 Cr
Deepest Drawdown
−26.40%
−21.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.08%
17.75%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
33
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)
2% / 1% / 0%
3% / 2% / 1%