Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots India 100 vs Tenet Portfolio (previously known as ABC Equity Portfolio)
Right Horizons - Alphabots India 100
Tenet Portfolio (previously known as ABC Equity Portfolio)
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots India 100
Tenet Portfolio (previously known as ABC Equity Portfolio)
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.29%
−0.27%
6 Months
2.17%
−1.47%
1 Year
7.07%
6.66%
3 Years
15.12%
11.29%
5 Years
—
13.68%
Since Inception
19.80%
15.03%
Fund Age
7 yrs 3 mo
5 yrs 7 mo
AUM
₹7.19 Cr
₹138.83 Cr
Alpha – 1 Year
7.50%
7.01%
Alpha – 3 Years
6.56%
2.30%
Information Ratio – 3 Years
1.22
0.23
Volatility – 1 Year
19.38%
16.50%
Volatility – 3 Years
16.31%
16.10%
Beta – 1 Year
1.18
0.93
Beta – 3 Years
1.13
0.99
Sharpe Ratio – 1 Year
0.17
0.15
Sharpe Ratio – 3 Years
0.62
0.41
Worst Rolling Year
14.31%
11.25%
Value at Worst Rolling Year
₹1.14 Cr
₹1.11 Cr
Deepest Drawdown
−17.66%
−21.42%
Recovery Period
308 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.29%
17.75%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 73% · M 25%
—
Number of Stocks
100
18
Portfolio P/E
27.01
32.00
Top 5 Holdings
Eternal Ltd · 3.69%
IDFC First Bank Ltd · 3.57%
Cholamandalam Investment & Finance Company Ltd · 3.50%
IndusInd Bank Ltd · 3.03%
Asian Paints Ltd · 2.92%
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 · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
3% / 2% / 1%