Portfolio Management Services (PMS)Compare Schemes
Sundaram Alternate - SELF vs Tenet Portfolio (previously known as ABC Equity Portfolio)
Add SchemeGrowth of ₹1 Crore
Sundaram Alternate - SELF
Tenet Portfolio (previously known as ABC Equity Portfolio)
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.67%
−0.27%
6 Months
27.70%
−1.47%
1 Year
47.52%
6.66%
3 Years
23.98%
11.29%
5 Years
15.87%
13.68%
Since Inception
18.55%
15.03%
Fund Age
16 yrs 2 mo
5 yrs 7 mo
AUM
₹1,022.92 Cr
₹138.83 Cr
Alpha – 1 Year
42.80%
7.01%
Alpha – 3 Years
11.89%
2.30%
Information Ratio – 3 Years
1.12
0.23
Volatility – 1 Year
28.29%
16.50%
Volatility – 3 Years
20.76%
16.10%
Beta – 1 Year
1.36
0.93
Beta – 3 Years
1.07
0.99
Sharpe Ratio – 1 Year
1.33
0.15
Sharpe Ratio – 3 Years
0.99
0.41
Worst Rolling Year
-4.58%
11.25%
Value at Worst Rolling Year
₹0.95 Cr
₹1.11 Cr
Deepest Drawdown
−19.51%
−21.42%
Recovery Period
115 days
Not yet recovered
1-Year Rolling Windows Positive
97.86%
100.00%
Median Rolling Year
18.35%
17.75%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 32% · S 42%
—
Number of Stocks
26
18
Portfolio P/E
50.74
32.00
Top 5 Holdings
TD Power Systems Ltd · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
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 · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%