Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alliance vs Tenet Portfolio (previously known as ABC Equity Portfolio)
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alliance
Tenet Portfolio (previously known as ABC Equity Portfolio)
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 10.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.80%
−0.27%
6 Months
2.80%
−1.47%
1 Year
4.89%
6.66%
3 Years
12.23%
11.29%
5 Years
10.64%
13.68%
Since Inception
8.93%
15.03%
Fund Age
12 yrs
5 yrs 7 mo
AUM
₹134.76 Cr
₹138.83 Cr
Alpha – 1 Year
−1.08%
7.01%
Alpha – 3 Years
1.34%
2.30%
Information Ratio – 3 Years
0.07
0.23
Volatility – 1 Year
10.79%
16.50%
Volatility – 3 Years
9.62%
16.10%
Beta – 1 Year
1.04
0.93
Beta – 3 Years
1.10
0.99
Sharpe Ratio – 1 Year
-0.01
0.15
Sharpe Ratio – 3 Years
0.69
0.41
Worst Rolling Year
0.05%
11.25%
Value at Worst Rolling Year
₹1.00 Cr
₹1.11 Cr
Deepest Drawdown
−11.50%
−21.42%
Recovery Period
80 days
Not yet recovered
1-Year Rolling Windows Positive
99.79%
100.00%
Median Rolling Year
10.94%
17.75%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 50% · M 11% · S 8%
—
Number of Stocks
33
18
Portfolio P/E
25.96
32.00
Top 5 Holdings
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
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
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
—
Fixed Fee
1.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
3% / 2% / 1%