Portfolio Management Services (PMS)Compare Schemes
Tenet Portfolio (previously known as ABC Equity Portfolio) vs Turtle Wealth -Wealth Mantra
Add SchemeGrowth of ₹1 Crore
Tenet Portfolio (previously known as ABC Equity Portfolio)
Turtle Wealth -Wealth 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%
4.93%
6 Months
−1.47%
2.72%
1 Year
6.66%
22.88%
3 Years
11.29%
20.47%
5 Years
13.68%
15.12%
Since Inception
15.03%
17.02%
Fund Age
5 yrs 7 mo
6 yrs 11 mo
AUM
₹138.83 Cr
₹261.05 Cr
Alpha – 1 Year
7.01%
18.16%
Alpha – 3 Years
2.30%
8.38%
Information Ratio – 3 Years
0.23
0.98
Volatility – 1 Year
16.50%
17.62%
Volatility – 3 Years
16.10%
15.64%
Beta – 1 Year
0.93
0.83
Beta – 3 Years
0.99
0.87
Sharpe Ratio – 1 Year
0.15
0.97
Sharpe Ratio – 3 Years
0.41
0.94
Worst Rolling Year
11.25%
7.22%
Value at Worst Rolling Year
₹1.11 Cr
₹1.07 Cr
Deepest Drawdown
−21.42%
−19.96%
Recovery Period
Not yet recovered
189 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.75%
19.64%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 28% · M 19% · S 43%
Number of Stocks
18
18
Portfolio P/E
32.00
63.91
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 · 11.94%
Nippon Life India Asset Management Ltd · 6.99%
Titan Company Ltd · 6.68%
Syrma SGS Technology Ltd · 6.57%
Apollo Hospitals Enterprise Ltd · 6.27%
Top Sectors
—
Capital Goods · 24.70%
Healthcare · 15.99%
Financial Services · 14.52%
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%