Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Super 30 Dynamic vs Himalaya - EverFlow India Opportunities
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Super 30 Dynamic
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
−0.92%
2.85%
6 Months
32.15%
22.81%
1 Year
16.77%
15.74%
3 Years
19.00%
19.34%
5 Years
20.10%
—
Since Inception
27.01%
24.49%
Fund Age
6 yrs 10 mo
3 yrs 3 mo
AUM
₹247.64 Cr
₹446.96 Cr
Alpha – 1 Year
13.79%
11.02%
Alpha – 3 Years
7.10%
7.25%
Information Ratio – 3 Years
0.30
0.86
Volatility – 1 Year
39.13%
23.09%
Volatility – 3 Years
29.47%
17.79%
Beta – 1 Year
1.87
1.11
Beta – 3 Years
1.36
0.93
Sharpe Ratio – 1 Year
0.42
0.51
Sharpe Ratio – 3 Years
0.55
0.79
Worst Rolling Year
15.03%
19.32%
Value at Worst Rolling Year
₹1.15 Cr
₹1.19 Cr
Deepest Drawdown
−35.86%
−18.72%
Recovery Period
94 days
46 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.90%
21.74%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
S 80%
L 19% · S 80%
Number of Stocks
42
30
Portfolio P/E
42.30
—
Top 5 Holdings
Sejal Glass Ltd · 10.47%
HFCL Ltd · 8.12%
Centum Electronics Ltd · 7.51%
Supriya Lifescience Ltd · 5.88%
Misc · 5.19%
—
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%
—