Portfolio Management Services (PMS)Compare Schemes
Care PMS - Large & Midcap Strategy vs Himalaya - EverFlow India Opportunities
Add SchemeGrowth of ₹1 Crore
Care PMS - Large & Midcap 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
−1.86%
2.85%
6 Months
0.50%
22.81%
1 Year
6.34%
15.74%
3 Years
19.74%
19.34%
5 Years
16.62%
—
Since Inception
20.10%
24.49%
Fund Age
6 yrs 1 mo
3 yrs 3 mo
AUM
₹56.91 Cr
₹446.96 Cr
Alpha – 1 Year
1.64%
11.02%
Alpha – 3 Years
7.64%
7.25%
Information Ratio – 3 Years
0.90
0.86
Volatility – 1 Year
16.52%
23.09%
Volatility – 3 Years
17.18%
17.79%
Beta – 1 Year
0.89
1.11
Beta – 3 Years
1.04
0.93
Sharpe Ratio – 1 Year
0.14
0.51
Sharpe Ratio – 3 Years
0.84
0.79
Worst Rolling Year
18.93%
19.32%
Value at Worst Rolling Year
₹1.19 Cr
₹1.19 Cr
Deepest Drawdown
−18.72%
−18.72%
Recovery Period
245 days
46 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.30%
21.74%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 59% · M 40%
L 19% · S 80%
Number of Stocks
20
30
Portfolio P/E
27.00
—
Top 5 Holdings
Zydus Lifesciences Ltd · 12.94%
UltraTech Cement Ltd · 10.19%
Hindalco Industries Ltd · 8.37%
Coromandel International Ltd · 8.27%
Larsen & Toubro Ltd · 7.24%
—
Top Sectors
Healthcare · 19.74%
Metals & Mining · 18.68%
Chemicals · 12.76%
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—