Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - MNC PMS vs Himalaya - EverFlow India Opportunities
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - MNC PMS
Himalaya - EverFlow India Opportunities
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.15%
2.85%
6 Months
9.28%
22.81%
1 Year
4.13%
15.74%
3 Years
7.71%
19.34%
5 Years
8.27%
—
Since Inception
11.49%
24.49%
Fund Age
8 yrs 5 mo
3 yrs 3 mo
AUM
₹123.55 Cr
₹446.96 Cr
Alpha – 1 Year
−0.59%
11.02%
Alpha – 3 Years
−4.38%
7.25%
Information Ratio – 3 Years
-0.33
0.86
Volatility – 1 Year
21.50%
23.09%
Volatility – 3 Years
16.95%
17.79%
Beta – 1 Year
1.12
1.11
Beta – 3 Years
0.97
0.93
Sharpe Ratio – 1 Year
-0.02
0.51
Sharpe Ratio – 3 Years
0.26
0.79
Worst Rolling Year
7.04%
19.32%
Value at Worst Rolling Year
₹1.07 Cr
₹1.19 Cr
Deepest Drawdown
−24.41%
−18.72%
Recovery Period
Not yet recovered
46 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.95%
21.74%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 29% · M 38% · S 31%
L 19% · S 80%
Number of Stocks
20
30
Portfolio P/E
49.58
—
Top 5 Holdings
Cummins India Ltd · 7.76%
Nippon Life India Asset Management Ltd · 7.76%
Maruti Suzuki India Ltd · 6.59%
Siemens Energy India Ltd · 6.47%
Glaxosmithkline Pharmaceuticals Ltd · 5.89%
—
Top Sectors
Capital Goods · 31.78%
Fast Moving Consumer Goods · 20.06%
Financial Services · 18.01%
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% / 1% / 0%
—