Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA IOP vs Himalaya - EverFlow India Opportunities
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA IOP
Himalaya - EverFlow India Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.31%
2.85%
6 Months
5.51%
22.81%
1 Year
6.39%
15.74%
3 Years
13.57%
19.34%
5 Years
12.29%
—
Since Inception
17.45%
24.49%
Fund Age
16 yrs 9 mo
3 yrs 3 mo
AUM
₹2,223.2 Cr
₹446.96 Cr
Alpha – 1 Year
1.67%
11.02%
Alpha – 3 Years
1.48%
7.25%
Information Ratio – 3 Years
0.57
0.86
Volatility – 1 Year
18.05%
23.09%
Volatility – 3 Years
15.15%
17.79%
Beta – 1 Year
1.02
1.11
Beta – 3 Years
0.96
0.93
Sharpe Ratio – 1 Year
0.14
0.51
Sharpe Ratio – 3 Years
0.62
0.79
Worst Rolling Year
-5.62%
19.32%
Value at Worst Rolling Year
₹0.94 Cr
₹1.19 Cr
Deepest Drawdown
−17.96%
−18.72%
Recovery Period
Not yet recovered
46 days
1-Year Rolling Windows Positive
96.40%
100.00%
Median Rolling Year
18.17%
21.74%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 49% · M 25% · S 21%
L 19% · S 80%
Number of Stocks
55
30
Portfolio P/E
35.38
—
Top 5 Holdings
ICICI Bank Ltd · 6.04%
HDFC Bank Ltd · 3.82%
Bharti Airtel Ltd · 3.45%
Reliance Industries Ltd · 3.39%
Shriram Finance Ltd · 3.04%
—
Top Sectors
—
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
—