Portfolio Management Services (PMS)Compare Schemes
Tenet Portfolio (previously known as ABC Equity Portfolio) vs Turtle Wealth - Profit Mantra
Add SchemeGrowth of ₹1 Crore
Tenet Portfolio (previously known as ABC Equity Portfolio)
Turtle Wealth - Profit Mantra
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%
7.48%
6 Months
−1.47%
9.42%
1 Year
6.66%
28.25%
3 Years
11.29%
18.47%
5 Years
13.68%
21.31%
Since Inception
15.03%
21.69%
Fund Age
5 yrs 7 mo
5 yrs
AUM
₹138.83 Cr
₹79.02 Cr
Alpha – 1 Year
7.01%
23.53%
Alpha – 3 Years
2.30%
6.38%
Information Ratio – 3 Years
0.23
0.27
Volatility – 1 Year
16.50%
18.12%
Volatility – 3 Years
16.10%
27.25%
Beta – 1 Year
0.93
0.87
Beta – 3 Years
0.99
0.86
Sharpe Ratio – 1 Year
0.15
1.18
Sharpe Ratio – 3 Years
0.41
0.56
Worst Rolling Year
11.25%
15.67%
Value at Worst Rolling Year
₹1.11 Cr
₹1.16 Cr
Deepest Drawdown
−21.42%
−30.64%
Recovery Period
Not yet recovered
114 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.75%
25.67%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 10% · M 9% · S 69%
Number of Stocks
18
34
Portfolio P/E
32.00
57.02
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 · 17.12%
R R Kabel Ltd · 4.40%
Rubicon Research Ltd · 4.35%
Acutaas Chemicals Ltd · 4.12%
SPR Auto Technologies Ltd · 4.07%
Top Sectors
—
Capital Goods · 29.11%
Healthcare · 27.12%
Financial Services · 8.67%
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%