Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Special vs Himalaya - EverFlow India Opportunities
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Special
Himalaya - EverFlow India Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.75%
2.85%
6 Months
26.95%
22.81%
1 Year
13.12%
15.74%
3 Years
17.80%
19.34%
5 Years
15.04%
—
Since Inception
22.70%
24.49%
Fund Age
8 yrs
3 yrs 3 mo
AUM
₹357.26 Cr
₹446.96 Cr
Alpha – 1 Year
10.14%
11.02%
Alpha – 3 Years
5.90%
7.25%
Information Ratio – 3 Years
0.31
0.86
Volatility – 1 Year
32.38%
23.09%
Volatility – 3 Years
25.45%
17.79%
Beta – 1 Year
1.68
1.11
Beta – 3 Years
1.37
0.93
Sharpe Ratio – 1 Year
0.36
0.51
Sharpe Ratio – 3 Years
0.56
0.79
Worst Rolling Year
11.19%
19.32%
Value at Worst Rolling Year
₹1.11 Cr
₹1.19 Cr
Deepest Drawdown
−26.50%
−18.72%
Recovery Period
80 days
46 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
27.28%
21.74%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 7% · M 19% · S 59%
L 19% · S 80%
Number of Stocks
42
30
Portfolio P/E
42.01
—
Top 5 Holdings
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
—
Top Sectors
—
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Fixed Fee
2.25% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—