Portfolio Management Services (PMS)Compare Schemes
IFM Flexicap Growth Fund vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
IFM Flexicap Growth Fund
Tamohara - Q Strategy
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.96%
−0.46%
6 Months
11.95%
6.77%
1 Year
7.86%
7.38%
3 Years
—
9.03%
5 Years
—
—
Since Inception
0.34%
10.29%
Fund Age
13 mo
4 yrs 2 mo
AUM
₹18.23 Cr
₹9.69 Cr
Alpha – 1 Year
3.14%
7.73%
Alpha – 3 Years
—
0.04%
Information Ratio – 3 Years
—
0.09
Volatility – 1 Year
25.09%
17.08%
Volatility – 3 Years
—
16.18%
Beta – 1 Year
1.36
0.95
Beta – 3 Years
—
1.08
Sharpe Ratio – 1 Year
0.20
0.20
Sharpe Ratio – 3 Years
—
0.33
Worst Rolling Year
—
7.39%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
−18.22%
−24.88%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
9.85%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 48% · M 3% · S 35%
L 41% · M 53%
Number of Stocks
13
22
Portfolio P/E
14.34
44.95
Top 5 Holdings
Hindustan Zinc Ltd · 10.66%
Aditya Birla Sun Life AMC Ltd · 10.61%
Punjab National Bank · 10.46%
Mahindra & Mahindra Ltd · 9.56%
State Bank of India · 9.31%
Hero MotoCorp Ltd · 4.91%
Eicher Motors Ltd · 4.84%
Sun Pharmaceutical Industries Ltd · 4.82%
Pidilite Industries Ltd · 4.82%
Oracle Financial Services Software Ltd · 4.77%
Top Sectors
Financial Services · 65.83%
Metals & Mining · 10.66%
Automobile and Auto Components · 9.56%
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / – / –