Portfolio Management Services (PMS)Compare Schemes
BB Micro To Mega vs Himalaya - EverFlow India Opportunities
Add SchemeGrowth of ₹1 Crore
BB Micro To Mega
Himalaya - EverFlow India Opportunities
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.50%
2.85%
6 Months
10.26%
22.81%
1 Year
20.10%
15.74%
3 Years
—
19.34%
5 Years
—
—
Since Inception
21.53%
24.49%
Fund Age
18 mo
3 yrs 3 mo
AUM
₹79.16 Cr
₹446.96 Cr
Alpha – 1 Year
17.12%
11.02%
Alpha – 3 Years
—
7.25%
Information Ratio – 3 Years
—
0.86
Volatility – 1 Year
19.38%
23.09%
Volatility – 3 Years
—
17.79%
Beta – 1 Year
0.85
1.11
Beta – 3 Years
—
0.93
Sharpe Ratio – 1 Year
0.76
0.51
Sharpe Ratio – 3 Years
—
0.79
Worst Rolling Year
—
19.32%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−14.77%
−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 8% · M 7% · S 61%
L 19% · S 80%
Number of Stocks
66
30
Portfolio P/E
52.54
—
Top 5 Holdings
Bajaj Finserv Nifty 1D Rate Liquid ETF - Growth · 10.53%
Cash & Cash Equivalent · 8.45%
Welspun Corp Ltd · 4.44%
Venus Remedies Ltd · 4.32%
E2E Networks Ltd · 3.77%
—
Top Sectors
Capital Goods · 29.02%
Healthcare · 8.51%
Information Technology · 7.65%
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)
3% / 2% / 1%
—