Portfolio Management Services (PMS)Compare Schemes
Dalal & Broacha - Long Term Growth vs Himalaya - EverFlow India Opportunities
Add SchemeGrowth of ₹1 Crore
Dalal & Broacha - Long Term Growth
Himalaya - EverFlow India Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.61%
2.85%
6 Months
11.19%
22.81%
1 Year
4.47%
15.74%
3 Years
14.82%
19.34%
5 Years
12.64%
—
Since Inception
13.38%
24.49%
Fund Age
19 yrs
3 yrs 3 mo
AUM
₹1,249 Cr
₹446.96 Cr
Alpha – 1 Year
4.82%
11.02%
Alpha – 3 Years
5.82%
7.25%
Information Ratio – 3 Years
0.87
0.86
Volatility – 1 Year
21.24%
23.09%
Volatility – 3 Years
17.51%
17.79%
Beta – 1 Year
1.09
1.11
Beta – 3 Years
1.04
0.93
Sharpe Ratio – 1 Year
0.05
0.51
Sharpe Ratio – 3 Years
0.69
0.79
Worst Rolling Year
—
19.32%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
—
−18.72%
Recovery Period
—
46 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.74%
5-Year Rolling Windows Positive
—
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Market-Cap Mix
L 40% · M 40% · S 15%
L 19% · S 80%
Number of Stocks
25
30
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
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%
—