Portfolio Management Services (PMS)Compare Schemes
Tenet Portfolio (previously known as ABC Equity Portfolio) vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Tenet Portfolio (previously known as ABC Equity Portfolio)
Turtle Wealth -Growth Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.27%
9.22%
6 Months
−1.47%
9.86%
1 Year
6.66%
32.16%
3 Years
11.29%
19.13%
5 Years
13.68%
12.16%
Since Inception
15.03%
16.12%
Fund Age
5 yrs 7 mo
5 yrs 10 mo
AUM
₹138.83 Cr
₹170.31 Cr
Alpha – 1 Year
7.01%
27.44%
Alpha – 3 Years
2.30%
7.04%
Information Ratio – 3 Years
0.23
0.58
Volatility – 1 Year
16.50%
17.07%
Volatility – 3 Years
16.10%
17.73%
Beta – 1 Year
0.93
0.65
Beta – 3 Years
0.99
0.86
Sharpe Ratio – 1 Year
0.15
1.42
Sharpe Ratio – 3 Years
0.41
0.79
Worst Rolling Year
11.25%
0.71%
Value at Worst Rolling Year
₹1.11 Cr
₹1.01 Cr
Deepest Drawdown
−21.42%
−30.82%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
100.00%
99.71%
Median Rolling Year
17.75%
14.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 11% · M 1% · S 72%
Number of Stocks
18
18
Portfolio P/E
32.00
52.74
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%
Cash & Cash Equivalent · 19.09%
Acutaas Chemicals Ltd · 8.69%
R R Kabel Ltd · 6.98%
Torrent Pharmaceuticals Ltd · 6.64%
TD Power Systems Ltd · 6.12%
Top Sectors
—
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%