Portfolio Management Services (PMS)Compare Schemes
ASK - IEP vs Himalaya - EverFlow India Opportunities
Add SchemeGrowth of ₹1 Crore
ASK - IEP
Himalaya - EverFlow India Opportunities
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.25%
2.85%
6 Months
−4.32%
22.81%
1 Year
−3.76%
15.74%
3 Years
4.26%
19.34%
5 Years
5.30%
—
Since Inception
15.06%
24.49%
Fund Age
16 yrs 6 mo
3 yrs 3 mo
AUM
₹6,178.21 Cr
₹446.96 Cr
Alpha – 1 Year
−6.74%
11.02%
Alpha – 3 Years
−7.62%
7.25%
Information Ratio – 3 Years
-1.54
0.86
Volatility – 1 Year
17.92%
23.09%
Volatility – 3 Years
14.61%
17.79%
Beta – 1 Year
0.98
1.11
Beta – 3 Years
0.91
0.93
Sharpe Ratio – 1 Year
-0.43
0.51
Sharpe Ratio – 3 Years
-0.01
0.79
Worst Rolling Year
-1.02%
19.32%
Value at Worst Rolling Year
₹0.99 Cr
₹1.19 Cr
Deepest Drawdown
−20.59%
−18.72%
Recovery Period
Not yet recovered
46 days
1-Year Rolling Windows Positive
99.47%
100.00%
Median Rolling Year
14.98%
21.74%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 52% · M 27% · S 20%
L 19% · S 80%
Number of Stocks
34
30
Portfolio P/E
33.48
—
Top 5 Holdings
Kotak Mahindra Bank Ltd · 7.51%
Reliance Industries Ltd · 6.64%
Mahindra & Mahindra Financial Services Ltd · 6.38%
Bajaj Finserv Ltd · 6.28%
Tata Consultancy Services Ltd · 5.57%
—
Top Sectors
Financial Services · 28.24%
Capital Goods · 17.21%
Healthcare · 10.88%
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)
1% / 1% / 1%
—