Portfolio Management Services (PMS)Compare Schemes
Concept Investwell - Dynamic vs Himalaya - EverFlow India Opportunities
Add SchemeGrowth of ₹1 Crore
Concept Investwell - Dynamic
Himalaya - EverFlow India Opportunities
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.38%
2.85%
6 Months
7.13%
22.81%
1 Year
11.04%
15.74%
3 Years
7.66%
19.34%
5 Years
8.70%
—
Since Inception
14.13%
24.49%
Fund Age
6 yrs 10 mo
3 yrs 3 mo
AUM
₹3.45 Cr
₹446.96 Cr
Alpha – 1 Year
8.06%
11.02%
Alpha – 3 Years
−4.24%
7.25%
Information Ratio – 3 Years
-0.53
0.86
Volatility – 1 Year
15.44%
23.09%
Volatility – 3 Years
15.96%
17.79%
Beta – 1 Year
0.84
1.11
Beta – 3 Years
0.91
0.93
Sharpe Ratio – 1 Year
0.40
0.51
Sharpe Ratio – 3 Years
0.20
0.79
Worst Rolling Year
3.12%
19.32%
Value at Worst Rolling Year
₹1.03 Cr
₹1.19 Cr
Deepest Drawdown
−27.30%
−18.72%
Recovery Period
Not yet recovered
46 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.45%
21.74%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 64% · M 36%
L 19% · S 80%
Number of Stocks
23
30
Portfolio P/E
34.11
—
Top 5 Holdings
Bajaj Holdings & Investment Ltd · 6.60%
Mirae Asset Nifty 50 ETF · 6.20%
Persistent Systems Ltd · 5.25%
Bharti Airtel Ltd · 5.20%
Mahindra & Mahindra Ltd · 5.00%
—
Top Sectors
Financial Services · 34.11%
Automobile and Auto Components · 12.44%
Information Technology · 10.77%
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Fixed Fee
2.25% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
—