Portfolio Management Services (PMS)Compare Schemes
First Global - Indian Multi Asset Allocation vs Himalaya - EverFlow India Opportunities
Add SchemeGrowth of ₹1 Crore
First Global - Indian Multi Asset Allocation
Himalaya - EverFlow India Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.3%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.49%
2.85%
6 Months
−0.27%
22.81%
1 Year
7.71%
15.74%
3 Years
8.88%
19.34%
5 Years
8.76%
—
Since Inception
13.52%
24.49%
Fund Age
6 yrs 6 mo
3 yrs 3 mo
AUM
₹23.87 Cr
₹446.96 Cr
Alpha – 1 Year
0.17%
11.02%
Alpha – 3 Years
−2.38%
7.25%
Information Ratio – 3 Years
-0.16
0.86
Volatility – 1 Year
13.29%
23.09%
Volatility – 3 Years
12.09%
17.79%
Beta – 1 Year
1.31
1.11
Beta – 3 Years
1.39
0.93
Sharpe Ratio – 1 Year
0.23
0.51
Sharpe Ratio – 3 Years
0.33
0.79
Worst Rolling Year
8.03%
19.32%
Value at Worst Rolling Year
₹1.08 Cr
₹1.19 Cr
Deepest Drawdown
−16.96%
−18.72%
Recovery Period
334 days
46 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
14.50%
21.74%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
—
L 19% · S 80%
Number of Stocks
66
30
Portfolio P/E
19.43
—
Top 5 Holdings
Nippon India ETF Gold BeES · 6.41%
ICICI Pru Banking and PSU Debt Fund - Direct (G) · 5.72%
ICICI Pru Dynamic Term Fund - Direct (G) · 5.72%
ICICI Pru Floating Interest Rates Fund-Direct (G) · 5.32%
Nippon India ETF Nifty Bank BeES · 4.01%
—
Top Sectors
—
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Variable Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—