Portfolio Management Services (PMS)Compare Schemes
Right Horizons - India Business Leaders vs Tenet Portfolio (previously known as ABC Equity Portfolio)
Right Horizons - India Business Leaders
Tenet Portfolio (previously known as ABC Equity Portfolio)
Add SchemeGrowth of ₹1 Crore
Right Horizons - India Business Leaders
Tenet Portfolio (previously known as ABC Equity Portfolio)
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.11%
−0.27%
6 Months
4.12%
−1.47%
1 Year
−0.25%
6.66%
3 Years
10.95%
11.29%
5 Years
10.56%
13.68%
Since Inception
10.62%
15.03%
Fund Age
13 yrs 8 mo
5 yrs 7 mo
AUM
₹41.22 Cr
₹138.83 Cr
Alpha – 1 Year
0.18%
7.01%
Alpha – 3 Years
2.39%
2.30%
Information Ratio – 3 Years
0.52
0.23
Volatility – 1 Year
20.61%
16.50%
Volatility – 3 Years
17.57%
16.10%
Beta – 1 Year
1.24
0.93
Beta – 3 Years
1.19
0.99
Sharpe Ratio – 1 Year
-0.18
0.15
Sharpe Ratio – 3 Years
0.46
0.41
Worst Rolling Year
-10.52%
11.25%
Value at Worst Rolling Year
₹0.89 Cr
₹1.11 Cr
Deepest Drawdown
−22.41%
−21.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
93.48%
100.00%
Median Rolling Year
12.26%
17.75%
5-Year Rolling Windows Positive
99.05%
100.00%
Market-Cap Mix
L 70% · M 29%
—
Number of Stocks
25
18
Portfolio P/E
36.71
32.00
Top 5 Holdings
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
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 · 25.55%
Capital Goods · 16.03%
Services · 9.28%
—
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%