Portfolio Management Services (PMS)Compare Schemes
ProfitGate Classic Compounders Equity Strategy vs Tenet Portfolio (previously known as ABC Equity Portfolio)
ProfitGate Classic Compounders Equity Strategy
Tenet Portfolio (previously known as ABC Equity Portfolio)
Add SchemeGrowth of ₹1 Crore
ProfitGate Classic Compounders Equity Strategy
Tenet Portfolio (previously known as ABC Equity Portfolio)
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
6.18%
−0.27%
6 Months
11.87%
−1.47%
1 Year
10.80%
6.66%
3 Years
—
11.29%
5 Years
—
13.68%
Since Inception
15.20%
15.03%
Fund Age
3 yrs
5 yrs 7 mo
AUM
₹683.44 Cr
₹138.83 Cr
Alpha – 1 Year
6.08%
7.01%
Alpha – 3 Years
—
2.30%
Information Ratio – 3 Years
—
0.23
Volatility – 1 Year
21.88%
16.50%
Volatility – 3 Years
—
16.10%
Beta – 1 Year
1.09
0.93
Beta – 3 Years
—
0.99
Sharpe Ratio – 1 Year
0.33
0.15
Sharpe Ratio – 3 Years
—
0.41
Worst Rolling Year
—
11.25%
Value at Worst Rolling Year
—
₹1.11 Cr
Deepest Drawdown
—
−21.42%
Recovery Period
—
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
—
—
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
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%