Portfolio Management Services (PMS)Compare Schemes
Geojit - Ethical Portfolio vs Himalaya - EverFlow India Opportunities
Add SchemeGrowth of ₹1 Crore
Geojit - Ethical 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
1.73%
2.85%
6 Months
9.02%
22.81%
1 Year
1.62%
15.74%
3 Years
4.68%
19.34%
5 Years
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Since Inception
5.77%
24.49%
Fund Age
4 yrs 7 mo
3 yrs 3 mo
AUM
₹13.09 Cr
₹446.96 Cr
Alpha – 1 Year
−3.10%
11.02%
Alpha – 3 Years
−7.41%
7.25%
Information Ratio – 3 Years
-1.02
0.86
Volatility – 1 Year
18.69%
23.09%
Volatility – 3 Years
17.05%
17.79%
Beta – 1 Year
0.99
1.11
Beta – 3 Years
1.00
0.93
Sharpe Ratio – 1 Year
-0.11
0.51
Sharpe Ratio – 3 Years
0.01
0.79
Worst Rolling Year
2.83%
19.32%
Value at Worst Rolling Year
₹1.03 Cr
₹1.19 Cr
Deepest Drawdown
−28.39%
−18.72%
Recovery Period
Not yet recovered
46 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
7.57%
21.74%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 33% · M 17% · S 45%
L 19% · S 80%
Number of Stocks
30
30
Portfolio P/E
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Top 5 Holdings
CG Power & Industrial Solutions Ltd · 5.45%
Hero MotoCorp Ltd · 4.98%
Hindustan Unilever Ltd · 4.10%
Pondy Oxides & Chemicals Ltd · 4.08%
Nestle India Ltd · 4.04%
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Top Sectors
Capital Goods · 21.40%
Fast Moving Consumer Goods · 19.05%
Automobile and Auto Components · 14.58%
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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