Portfolio Management Services (PMS)Compare Schemes
Dynamic Equities-Bluechip vs Himalaya - EverFlow India Opportunities
Add SchemeGrowth of ₹1 Crore
Dynamic Equities-Bluechip
Himalaya - EverFlow India Opportunities
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
7.20%
2.85%
6 Months
17.44%
22.81%
1 Year
18.10%
15.74%
3 Years
—
19.34%
5 Years
—
—
Since Inception
21.12%
24.49%
Fund Age
2 yrs 5 mo
3 yrs 3 mo
AUM
₹83.78 Cr
₹446.96 Cr
Alpha – 1 Year
18.45%
11.02%
Alpha – 3 Years
—
7.25%
Information Ratio – 3 Years
—
0.86
Volatility – 1 Year
19.94%
23.09%
Volatility – 3 Years
—
17.79%
Beta – 1 Year
0.87
1.11
Beta – 3 Years
—
0.93
Sharpe Ratio – 1 Year
0.66
0.51
Sharpe Ratio – 3 Years
—
0.79
Worst Rolling Year
—
19.32%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−12.14%
−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 19% · S 80%
Number of Stocks
24
30
Portfolio P/E
53.08
—
Top 5 Holdings
—
—
Top Sectors
—
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—