Portfolio Management Services (PMS)Compare Schemes
Geojit - Dakshin Portfolio vs Himalaya - EverFlow India Opportunities
Add SchemeGrowth of ₹1 Crore
Geojit - Dakshin Portfolio
Himalaya - EverFlow India Opportunities
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.71%
2.85%
6 Months
14.23%
22.81%
1 Year
3.21%
15.74%
3 Years
5.69%
19.34%
5 Years
7.11%
—
Since Inception
10.49%
24.49%
Fund Age
7 yrs 5 mo
3 yrs 3 mo
AUM
₹42.11 Cr
₹446.96 Cr
Alpha – 1 Year
−1.51%
11.02%
Alpha – 3 Years
−6.40%
7.25%
Information Ratio – 3 Years
-0.66
0.86
Volatility – 1 Year
23.23%
23.09%
Volatility – 3 Years
20.09%
17.79%
Beta – 1 Year
1.19
1.11
Beta – 3 Years
1.14
0.93
Sharpe Ratio – 1 Year
0.01
0.51
Sharpe Ratio – 3 Years
0.09
0.79
Worst Rolling Year
3.79%
19.32%
Value at Worst Rolling Year
₹1.04 Cr
₹1.19 Cr
Deepest Drawdown
−36.06%
−18.72%
Recovery Period
Not yet recovered
46 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
15.51%
21.74%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 7% · S 91%
L 19% · S 80%
Number of Stocks
25
30
Portfolio P/E
—
—
Top 5 Holdings
Pricol Ltd · 4.74%
Sundram Fasteners Ltd · 4.48%
Tanla Platforms Ltd · 4.37%
Star Health & Allied Insurance Company Ltd · 4.34%
KFin Technologies Ltd · 4.26%
—
Top Sectors
Information Technology · 18.94%
Healthcare · 15.45%
Capital Goods · 14.67%
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—