Portfolio Management Services (PMS)Compare Schemes
Fractal Capital - Opportunities vs Himalaya - EverFlow India Opportunities
Add SchemeGrowth of ₹1 Crore
Fractal Capital - Opportunities
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
5.48%
2.85%
6 Months
13.51%
22.81%
1 Year
1.35%
15.74%
3 Years
13.26%
19.34%
5 Years
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Since Inception
19.28%
24.49%
Fund Age
4 yrs 2 mo
3 yrs 3 mo
AUM
₹36.17 Cr
₹446.96 Cr
Alpha – 1 Year
−3.37%
11.02%
Alpha – 3 Years
1.17%
7.25%
Information Ratio – 3 Years
0.14
0.86
Volatility – 1 Year
24.66%
23.09%
Volatility – 3 Years
18.82%
17.79%
Beta – 1 Year
1.31
1.11
Beta – 3 Years
1.10
0.93
Sharpe Ratio – 1 Year
-0.05
0.51
Sharpe Ratio – 3 Years
0.48
0.79
Worst Rolling Year
12.70%
19.32%
Value at Worst Rolling Year
₹1.13 Cr
₹1.19 Cr
Deepest Drawdown
−26.89%
−18.72%
Recovery Period
Not yet recovered
46 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.63%
21.74%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 8% · M 16% · S 76%
L 19% · S 80%
Number of Stocks
24
30
Portfolio P/E
29.70
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Top 5 Holdings
Windlas Biotech Ltd · 0.00%
Galaxy Surfactants Ltd · 0.00%
Indigo Paints Ltd · 0.00%
Krishna Institute of Medical Sciences Ltd · 0.00%
Tracxn Technologies Ltd · 0.00%
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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)
3% / 2% / 1%
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