Portfolio Management Services (PMS)Compare Schemes
Tenet Portfolio (previously known as ABC Equity Portfolio) vs WhiteOak Capital Business Leaders
Tenet Portfolio (previously known as ABC Equity Portfolio)
WhiteOak Capital Business Leaders
Add SchemeGrowth of ₹1 Crore
Tenet Portfolio (previously known as ABC Equity Portfolio)
WhiteOak Capital Business Leaders
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.27%
3.42%
6 Months
−1.47%
2.89%
1 Year
6.66%
2.59%
3 Years
11.29%
10.39%
5 Years
13.68%
8.86%
Since Inception
15.03%
11.13%
Fund Age
5 yrs 7 mo
5 yrs 6 mo
AUM
₹138.83 Cr
₹63.54 Cr
Alpha – 1 Year
7.01%
−0.39%
Alpha – 3 Years
2.30%
−1.50%
Information Ratio – 3 Years
0.23
-0.34
Volatility – 1 Year
16.50%
16.68%
Volatility – 3 Years
16.10%
13.79%
Beta – 1 Year
0.93
0.95
Beta – 3 Years
0.99
0.88
Sharpe Ratio – 1 Year
0.15
-0.09
Sharpe Ratio – 3 Years
0.41
0.40
Worst Rolling Year
11.25%
6.98%
Value at Worst Rolling Year
₹1.11 Cr
₹1.07 Cr
Deepest Drawdown
−21.42%
−15.31%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.75%
12.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 69% · M 25% · S 5%
Number of Stocks
18
40
Portfolio P/E
32.00
30.67
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%
ICICI Bank Ltd · 9.92%
HDFC Bank Ltd · 7.54%
Bharti Airtel Ltd · 6.09%
State Bank of India · 4.33%
Nestle India Ltd · 4.12%
Top Sectors
—
Financial Services · 34.64%
Healthcare · 9.38%
Oil, Gas & Consumable Fuels · 6.89%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%