Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Flexicap Strategy vs Himalaya - EverFlow India Opportunities
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Flexicap Strategy
Himalaya - EverFlow India Opportunities
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.69%
2.85%
6 Months
5.44%
22.81%
1 Year
8.55%
15.74%
3 Years
—
19.34%
5 Years
—
—
Since Inception
13.60%
24.49%
Fund Age
2 yrs 9 mo
3 yrs 3 mo
AUM
₹1.41 Cr
₹446.96 Cr
Alpha – 1 Year
3.83%
11.02%
Alpha – 3 Years
—
7.25%
Information Ratio – 3 Years
—
0.86
Volatility – 1 Year
17.87%
23.09%
Volatility – 3 Years
—
17.79%
Beta – 1 Year
1.03
1.11
Beta – 3 Years
—
0.93
Sharpe Ratio – 1 Year
0.27
0.51
Sharpe Ratio – 3 Years
—
0.79
Worst Rolling Year
—
19.32%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−13.69%
−18.72%
Recovery Period
Not yet recovered
46 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.74%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 19% · S 80%
Number of Stocks
14
30
Portfolio P/E
—
—
Top 5 Holdings
Quant Large Cap Fund - Direct (G) · 9.92%
DSP Large & Mid Cap Fund - Direct (G) · 9.68%
HDFC Flexi Cap Fund - Direct (G) · 8.28%
Invesco India Smal Cap Fund - Direct (G) · 7.47%
ICICI Pru Dividend Yield Fund - Direct (G) · 7.26%
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Top Sectors
—
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Fixed Fee
1.10% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—