Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Flexi Cap vs Tenet Portfolio (previously known as ABC Equity Portfolio)
Add SchemeGrowth of ₹1 Crore
Right Horizons - Flexi Cap
Tenet Portfolio (previously known as ABC Equity Portfolio)
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.94%
−0.27%
6 Months
11.49%
−1.47%
1 Year
3.89%
6.66%
3 Years
8.19%
11.29%
5 Years
11.02%
13.68%
Since Inception
10.97%
15.03%
Fund Age
13 yrs 8 mo
5 yrs 7 mo
AUM
₹360.51 Cr
₹138.83 Cr
Alpha – 1 Year
0.91%
7.01%
Alpha – 3 Years
−3.69%
2.30%
Information Ratio – 3 Years
-0.18
0.23
Volatility – 1 Year
23.04%
16.50%
Volatility – 3 Years
19.34%
16.10%
Beta – 1 Year
1.26
0.93
Beta – 3 Years
1.17
0.99
Sharpe Ratio – 1 Year
0.04
0.15
Sharpe Ratio – 3 Years
0.30
0.41
Worst Rolling Year
-8.10%
11.25%
Value at Worst Rolling Year
₹0.92 Cr
₹1.11 Cr
Deepest Drawdown
−30.43%
−21.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
95.59%
100.00%
Median Rolling Year
11.30%
17.75%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 38% · M 28% · S 33%
—
Number of Stocks
29
18
Portfolio P/E
37.17
32.00
Top 5 Holdings
KEI Industries Ltd · 6.88%
Nuvama Wealth Management Ltd · 5.74%
ICICI Bank Ltd · 5.44%
Sky Gold & Diamonds Ltd · 5.38%
360 ONE WAM Ltd · 5.34%
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 · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
—
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%