Portfolio Management Services (PMS)Compare Schemes
Samvitti-PMS Aggressive Growth vs Tenet Portfolio (previously known as ABC Equity Portfolio)
Add SchemeGrowth of ₹1 Crore
Samvitti-PMS Aggressive Growth
Tenet Portfolio (previously known as ABC Equity Portfolio)
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
10.24%
−0.27%
6 Months
31.65%
−1.47%
1 Year
26.47%
6.66%
3 Years
18.72%
11.29%
5 Years
16.28%
13.68%
Since Inception
14.51%
15.03%
Fund Age
10 yrs 10 mo
5 yrs 7 mo
AUM
₹423.36 Cr
₹138.83 Cr
Alpha – 1 Year
21.75%
7.01%
Alpha – 3 Years
6.63%
2.30%
Information Ratio – 3 Years
0.36
0.23
Volatility – 1 Year
28.25%
16.50%
Volatility – 3 Years
24.90%
16.10%
Beta – 1 Year
1.32
0.93
Beta – 3 Years
1.13
0.99
Sharpe Ratio – 1 Year
0.78
0.15
Sharpe Ratio – 3 Years
0.60
0.41
Worst Rolling Year
-5.98%
11.25%
Value at Worst Rolling Year
₹0.94 Cr
₹1.11 Cr
Deepest Drawdown
−31.67%
−21.42%
Recovery Period
492 days
Not yet recovered
1-Year Rolling Windows Positive
86.69%
100.00%
Median Rolling Year
14.66%
17.75%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 12% · M 6% · S 82%
—
Number of Stocks
62
18
Portfolio P/E
61.63
32.00
Top 5 Holdings
TD Power Systems Ltd · 4.83%
Acutaas Chemicals Ltd · 4.65%
Garware Hi Tech Films Ltd · 4.48%
Hitachi Energy India Ltd · 4.32%
Neuland Laboratories Ltd · 4.28%
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
Capital Goods · 35.07%
Healthcare · 15.56%
Automobile and Auto Components · 12.32%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%