Portfolio Management Services (PMS)Compare Schemes
Tenet Portfolio (previously known as ABC Equity Portfolio) vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Tenet Portfolio (previously known as ABC Equity Portfolio)
Tulsian - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.27%
2.21%
6 Months
−1.47%
21.04%
1 Year
6.66%
21.34%
3 Years
11.29%
19.08%
5 Years
13.68%
23.67%
Since Inception
15.03%
—
Fund Age
5 yrs 7 mo
6 yrs 4 mo
AUM
₹138.83 Cr
₹364.08 Cr
Alpha – 1 Year
7.01%
21.69%
Alpha – 3 Years
2.30%
10.08%
Information Ratio – 3 Years
0.23
0.52
Volatility – 1 Year
16.50%
32.28%
Volatility – 3 Years
16.10%
28.08%
Beta – 1 Year
0.93
1.47
Beta – 3 Years
0.99
1.60
Sharpe Ratio – 1 Year
0.15
0.58
Sharpe Ratio – 3 Years
0.41
0.57
Worst Rolling Year
11.25%
15.61%
Value at Worst Rolling Year
₹1.11 Cr
₹1.16 Cr
Deepest Drawdown
−21.42%
−31.98%
Recovery Period
Not yet recovered
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.75%
28.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 90% · M 10%
Number of Stocks
18
—
Portfolio P/E
32.00
—
Top 5 Holdings
Other Equities · 51.02%
Cash & Cash Equivalent · 10.12%
Reliance Industries Ltd · 7.98%
DLF Ltd · 7.90%
Larsen & Toubro Ltd · 7.74%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
—
—
Fixed Fee
2.00% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
3% / 2% / 1%