Portfolio Management Services (PMS)Compare Schemes
ASK - FOP vs Himalaya - EverFlow India Opportunities
Add SchemeGrowth of ₹1 Crore
ASK - FOP
Himalaya - EverFlow India Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.10%
2.85%
6 Months
−7.28%
22.81%
1 Year
1.15%
15.74%
3 Years
9.13%
19.34%
5 Years
7.36%
—
Since Inception
8.07%
24.49%
Fund Age
8 yrs 1 mo
3 yrs 3 mo
AUM
₹172.71 Cr
₹446.96 Cr
Alpha – 1 Year
1.58%
11.02%
Alpha – 3 Years
0.57%
7.25%
Information Ratio – 3 Years
0.09
0.86
Volatility – 1 Year
24.79%
23.09%
Volatility – 3 Years
18.71%
17.79%
Beta – 1 Year
1.50
1.11
Beta – 3 Years
1.16
0.93
Sharpe Ratio – 1 Year
-0.05
0.51
Sharpe Ratio – 3 Years
0.27
0.79
Worst Rolling Year
0.74%
19.32%
Value at Worst Rolling Year
₹1.01 Cr
₹1.19 Cr
Deepest Drawdown
−19.52%
−18.72%
Recovery Period
Not yet recovered
46 days
1-Year Rolling Windows Positive
99.89%
100.00%
Median Rolling Year
10.27%
21.74%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 52% · M 17% · S 30%
L 19% · S 80%
Number of Stocks
23
30
Portfolio P/E
21.42
—
Top 5 Holdings
HDFC Bank Ltd · 14.03%
ICICI Bank Ltd · 12.47%
Bandhan Bank Ltd · 7.36%
RBL Bank Ltd · 6.07%
Home First Finance Company India Ltd · 5.20%
—
Top Sectors
Financial Services · 99.31%
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%
—