Portfolio Management Services (PMS)Compare Schemes
Tenet Portfolio (previously known as ABC Equity Portfolio) vs Wealth Managers - Focused Leadership Portfolio
Tenet Portfolio (previously known as ABC Equity Portfolio)
Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Tenet Portfolio (previously known as ABC Equity Portfolio)
Wealth Managers - Focused Leadership Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.27%
4.79%
6 Months
−1.47%
13.10%
1 Year
6.66%
18.11%
3 Years
11.29%
14.56%
5 Years
13.68%
8.71%
Since Inception
15.03%
13.67%
Fund Age
5 yrs 7 mo
11 yrs 2 mo
AUM
₹138.83 Cr
₹138.06 Cr
Alpha – 1 Year
7.01%
18.46%
Alpha – 3 Years
2.30%
5.57%
Information Ratio – 3 Years
0.23
0.62
Volatility – 1 Year
16.50%
22.83%
Volatility – 3 Years
16.10%
16.72%
Beta – 1 Year
0.93
1.29
Beta – 3 Years
0.99
1.00
Sharpe Ratio – 1 Year
0.15
0.61
Sharpe Ratio – 3 Years
0.41
0.55
Worst Rolling Year
11.25%
-8.44%
Value at Worst Rolling Year
₹1.11 Cr
₹0.92 Cr
Deepest Drawdown
−21.42%
−17.10%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
17.75%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 38% · M 14% · S 45%
Number of Stocks
18
18
Portfolio P/E
32.00
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
—
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%