Portfolio Management Services (PMS)Compare Schemes
GREEN PORTFOLIO - The Green Ethical Fund vs Himalaya - EverFlow India Opportunities
Add SchemeGrowth of ₹1 Crore
GREEN PORTFOLIO - The Green Ethical Fund
Himalaya - EverFlow India Opportunities
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.65%
2.85%
6 Months
36.06%
22.81%
1 Year
18.40%
15.74%
3 Years
—
19.34%
5 Years
—
—
Since Inception
10.79%
24.49%
Fund Age
2 yrs 1 mo
3 yrs 3 mo
AUM
₹36.18 Cr
₹446.96 Cr
Alpha – 1 Year
15.42%
11.02%
Alpha – 3 Years
—
7.25%
Information Ratio – 3 Years
—
0.86
Volatility – 1 Year
30.13%
23.09%
Volatility – 3 Years
—
17.79%
Beta – 1 Year
1.44
1.11
Beta – 3 Years
—
0.93
Sharpe Ratio – 1 Year
0.51
0.51
Sharpe Ratio – 3 Years
—
0.79
Worst Rolling Year
—
19.32%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
−21.62%
−18.72%
Recovery Period
Not yet recovered
46 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.74%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 28% · M 20% · S 30%
L 19% · S 80%
Number of Stocks
41
30
Portfolio P/E
38.26
—
Top 5 Holdings
Cash & Cash Equivalent · 8.37%
HFCL Ltd · 8.02%
Bharat Forge Ltd · 5.67%
Kalyani Steels Ltd · 4.38%
Steel Strips Wheels Ltd · 4.28%
—
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%
—