Portfolio Management Services (PMS)Compare Schemes
Care PMS - Growth Plus Value Strategy vs Himalaya - EverFlow India Opportunities
Add SchemeGrowth of ₹1 Crore
Care PMS - Growth Plus Value Strategy
Himalaya - EverFlow India Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.27%
2.85%
6 Months
11.91%
22.81%
1 Year
10.06%
15.74%
3 Years
13.81%
19.34%
5 Years
13.88%
—
Since Inception
20.20%
24.49%
Fund Age
15 yrs 1 mo
3 yrs 3 mo
AUM
₹980.13 Cr
₹446.96 Cr
Alpha – 1 Year
5.36%
11.02%
Alpha – 3 Years
1.71%
7.25%
Information Ratio – 3 Years
0.21
0.86
Volatility – 1 Year
18.76%
23.09%
Volatility – 3 Years
19.39%
17.79%
Beta – 1 Year
0.98
1.11
Beta – 3 Years
1.05
0.93
Sharpe Ratio – 1 Year
0.32
0.51
Sharpe Ratio – 3 Years
0.49
0.79
Worst Rolling Year
-23.74%
19.32%
Value at Worst Rolling Year
₹0.76 Cr
₹1.19 Cr
Deepest Drawdown
−24.32%
−18.72%
Recovery Period
Not yet recovered
46 days
1-Year Rolling Windows Positive
84.14%
100.00%
Median Rolling Year
24.84%
21.74%
5-Year Rolling Windows Positive
95.08%
—
Market-Cap Mix
L 9% · M 13% · S 73%
L 19% · S 80%
Number of Stocks
20
30
Portfolio P/E
22.60
—
Top 5 Holdings
Arvind Ltd · 10.43%
JK Paper Ltd · 8.49%
Saregama India Ltd · 8.48%
Zydus Lifesciences Ltd · 8.46%
Paradeep Phosphates Ltd · 6.46%
—
Top Sectors
Fast Moving Consumer Goods · 15.03%
Textiles · 14.14%
Chemicals · 13.53%
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%
—