Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA shariah vs Himalaya - EverFlow India Opportunities
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA shariah
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
3.35%
2.85%
6 Months
19.63%
22.81%
1 Year
10.64%
15.74%
3 Years
12.35%
19.34%
5 Years
10.14%
—
Since Inception
15.37%
24.49%
Fund Age
7 yrs 4 mo
3 yrs 3 mo
AUM
₹270.22 Cr
₹446.96 Cr
Alpha – 1 Year
5.92%
11.02%
Alpha – 3 Years
0.26%
7.25%
Information Ratio – 3 Years
0.03
0.86
Volatility – 1 Year
18.45%
23.09%
Volatility – 3 Years
15.68%
17.79%
Beta – 1 Year
0.92
1.11
Beta – 3 Years
0.90
0.93
Sharpe Ratio – 1 Year
0.35
0.51
Sharpe Ratio – 3 Years
0.49
0.79
Worst Rolling Year
6.65%
19.32%
Value at Worst Rolling Year
₹1.07 Cr
₹1.19 Cr
Deepest Drawdown
−22.78%
−18.72%
Recovery Period
153 days
46 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.29%
21.74%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 27% · M 25% · S 36%
L 19% · S 80%
Number of Stocks
44
30
Portfolio P/E
41.34
—
Top 5 Holdings
Gabriel India Ltd · 6.47%
Aditya Infotech Ltd · 5.17%
Global Health Ltd · 5.14%
Timex Group India Ltd · 4.27%
Divis Laboratories Ltd · 3.46%
—
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%
—