Portfolio Management Services (PMS)Compare Schemes
IFM Flexicap Growth Fund vs Tenet Portfolio (previously known as ABC Equity Portfolio)
Add SchemeGrowth of ₹1 Crore
IFM Flexicap Growth Fund
Tenet Portfolio (previously known as ABC Equity Portfolio)
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.96%
−0.27%
6 Months
11.95%
−1.47%
1 Year
7.86%
6.66%
3 Years
—
11.29%
5 Years
—
13.68%
Since Inception
0.34%
15.03%
Fund Age
13 mo
5 yrs 7 mo
AUM
₹18.23 Cr
₹138.83 Cr
Alpha – 1 Year
3.14%
7.01%
Alpha – 3 Years
—
2.30%
Information Ratio – 3 Years
—
0.23
Volatility – 1 Year
25.09%
16.50%
Volatility – 3 Years
—
16.10%
Beta – 1 Year
1.36
0.93
Beta – 3 Years
—
0.99
Sharpe Ratio – 1 Year
0.20
0.15
Sharpe Ratio – 3 Years
—
0.41
Worst Rolling Year
—
11.25%
Value at Worst Rolling Year
—
₹1.11 Cr
Deepest Drawdown
−18.22%
−21.42%
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
L 48% · M 3% · S 35%
—
Number of Stocks
13
18
Portfolio P/E
14.34
32.00
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%
Other Equities · 51.02%
Cash & Cash Equivalent · 10.12%
Reliance Industries Ltd · 7.98%
DLF Ltd · 7.90%
Larsen & Toubro Ltd · 7.74%
Top Sectors
Financial Services · 65.83%
Metals & Mining · 10.66%
Automobile and Auto Components · 9.56%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%