Portfolio Management Services (PMS)Compare Schemes
Tenet Portfolio (previously known as ABC Equity Portfolio) vs White Whale Partners Llp - Rising Star Pf
Tenet Portfolio (previously known as ABC Equity Portfolio)
White Whale Partners Llp - Rising Star Pf
Add SchemeGrowth of ₹1 Crore
Tenet Portfolio (previously known as ABC Equity Portfolio)
White Whale Partners Llp - Rising Star Pf
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%
5.53%
6 Months
−1.47%
38.90%
1 Year
6.66%
27.55%
3 Years
11.29%
—
5 Years
13.68%
—
Since Inception
15.03%
21.65%
Fund Age
5 yrs 7 mo
1 yr 10 mo
AUM
₹138.83 Cr
₹5.18 Cr
Alpha – 1 Year
7.01%
27.90%
Alpha – 3 Years
2.30%
—
Information Ratio – 3 Years
0.23
—
Volatility – 1 Year
16.50%
23.94%
Volatility – 3 Years
16.10%
—
Beta – 1 Year
0.93
1.08
Beta – 3 Years
0.99
—
Sharpe Ratio – 1 Year
0.15
0.91
Sharpe Ratio – 3 Years
0.41
—
Worst Rolling Year
11.25%
—
Value at Worst Rolling Year
₹1.11 Cr
—
Deepest Drawdown
−21.42%
−19.37%
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
—
M 19% · S 76%
Number of Stocks
18
13
Portfolio P/E
32.00
64.30
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%
Cartrade Tech Ltd · 13.56%
One 97 Communications Ltd · 11.13%
Cash & Cash Equivalent · 10.20%
Healthcare Global Enterprises Ltd · 8.82%
ERIS Lifesciences Ltd · 8.59%
Top Sectors
—
Healthcare · 28.18%
Consumer Services · 26.35%
Financial Services · 18.74%
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%