Portfolio Management Services (PMS)Compare Schemes
Tenet Portfolio (previously known as ABC Equity Portfolio) vs Wave-Bloom
Add SchemeGrowth of ₹1 Crore
Tenet Portfolio (previously known as ABC Equity Portfolio)
Wave-Bloom
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.27%
−0.67%
6 Months
−1.47%
−7.55%
1 Year
6.66%
0.34%
3 Years
11.29%
—
5 Years
13.68%
—
Since Inception
15.03%
12.70%
Fund Age
5 yrs 7 mo
2 yrs 3 mo
AUM
₹138.83 Cr
₹7.52 Cr
Alpha – 1 Year
7.01%
−2.64%
Alpha – 3 Years
2.30%
—
Information Ratio – 3 Years
0.23
—
Volatility – 1 Year
16.50%
8.98%
Volatility – 3 Years
16.10%
—
Beta – 1 Year
0.93
0.39
Beta – 3 Years
0.99
—
Sharpe Ratio – 1 Year
0.15
-0.50
Sharpe Ratio – 3 Years
0.41
—
Worst Rolling Year
11.25%
—
Value at Worst Rolling Year
₹1.11 Cr
—
Deepest Drawdown
−21.42%
−10.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
17.75%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 71% · M 18% · S 10%
Number of Stocks
18
10
Portfolio P/E
32.00
15.00
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%
Kotak Mahindra Bank Ltd · 0.00%
HDFC Bank Ltd · 0.00%
Axis Bank Ltd · 0.00%
Nippon India ETF Hang Seng BeES · 0.00%
HDFC Life Insurance Company Ltd · 0.00%
Top Sectors
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Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
—