Portfolio Management Services (PMS)Compare Schemes
ASK-EOP vs Himalaya - EverFlow India Opportunities
Add SchemeGrowth of ₹1 Crore
ASK-EOP
Himalaya - EverFlow India Opportunities
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.83%
2.85%
6 Months
−2.22%
22.81%
1 Year
−4.46%
15.74%
3 Years
4.69%
19.34%
5 Years
4.88%
—
Since Inception
9.48%
24.49%
Fund Age
8 yrs 11 mo
3 yrs 3 mo
AUM
₹242.51 Cr
₹446.96 Cr
Alpha – 1 Year
−7.44%
11.02%
Alpha – 3 Years
−7.19%
7.25%
Information Ratio – 3 Years
-1.12
0.86
Volatility – 1 Year
16.89%
23.09%
Volatility – 3 Years
18.01%
17.79%
Beta – 1 Year
0.95
1.11
Beta – 3 Years
1.07
0.93
Sharpe Ratio – 1 Year
-0.51
0.51
Sharpe Ratio – 3 Years
0.04
0.79
Worst Rolling Year
2.18%
19.32%
Value at Worst Rolling Year
₹1.02 Cr
₹1.19 Cr
Deepest Drawdown
−24.10%
−18.72%
Recovery Period
Not yet recovered
46 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.69%
21.74%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 12% · M 53% · S 34%
L 19% · S 80%
Number of Stocks
34
30
Portfolio P/E
41.30
—
Top 5 Holdings
ABB India Ltd · 5.36%
Mahindra & Mahindra Financial Services Ltd · 5.34%
Dr Lal Pathlabs Ltd · 4.74%
Atul Ltd · 4.11%
Supreme Industries Ltd · 3.82%
—
Top Sectors
Financial Services · 26.16%
Capital Goods · 13.94%
Healthcare · 9.57%
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)
0% / 0% / 0%
—