Portfolio Management Services (PMS)Compare Schemes
Tenet Portfolio (previously known as ABC Equity Portfolio) vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
Tenet Portfolio (previously known as ABC Equity Portfolio)
Wright Factor Fund
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%
10.96%
6 Months
−1.47%
14.84%
1 Year
6.66%
16.93%
3 Years
11.29%
—
5 Years
13.68%
—
Since Inception
15.03%
20.33%
Fund Age
5 yrs 7 mo
3 yrs
AUM
₹138.83 Cr
₹214.05 Cr
Alpha – 1 Year
7.01%
12.21%
Alpha – 3 Years
2.30%
—
Information Ratio – 3 Years
0.23
0.51
Volatility – 1 Year
16.50%
22.29%
Volatility – 3 Years
16.10%
21.03%
Beta – 1 Year
0.93
0.97
Beta – 3 Years
0.99
0.97
Sharpe Ratio – 1 Year
0.15
0.57
Sharpe Ratio – 3 Years
0.41
0.72
Worst Rolling Year
11.25%
18.92%
Value at Worst Rolling Year
₹1.11 Cr
₹1.19 Cr
Deepest Drawdown
−21.42%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.75%
19.26%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 12% · M 21% · S 55%
Number of Stocks
18
25
Portfolio P/E
32.00
38.40
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%
Indian Railway Finance Corporation Ltd · 5.89%
The Bombay Burmah Trading Corporation Ltd · 5.64%
Safari Industries (India) Ltd · 5.63%
Maharashtra Scooters Ltd · 5.05%
Power Finance Corporation Ltd · 4.88%
Top Sectors
—
—
Fixed Fee
2.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%