Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - The Impact ESG Fund vs Himalaya - EverFlow India Opportunities
Add SchemeGrowth of ₹1 Crore
Green Portfolio - The Impact ESG Fund
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
−3.33%
2.85%
6 Months
24.60%
22.81%
1 Year
7.56%
15.74%
3 Years
20.98%
19.34%
5 Years
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Since Inception
24.10%
24.49%
Fund Age
4 yrs 4 mo
3 yrs 3 mo
AUM
₹3.89 Cr
₹446.96 Cr
Alpha – 1 Year
4.58%
11.02%
Alpha – 3 Years
9.08%
7.25%
Information Ratio – 3 Years
0.07
0.86
Volatility – 1 Year
32.74%
23.09%
Volatility – 3 Years
27.24%
17.79%
Beta – 1 Year
1.49
1.11
Beta – 3 Years
1.30
0.93
Sharpe Ratio – 1 Year
0.20
0.51
Sharpe Ratio – 3 Years
0.49
0.79
Worst Rolling Year
17.91%
19.32%
Value at Worst Rolling Year
₹1.18 Cr
₹1.19 Cr
Deepest Drawdown
−34.40%
−18.72%
Recovery Period
Not yet recovered
46 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.17%
21.74%
5-Year Rolling Windows Positive
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Market-Cap Mix
—
L 19% · S 80%
Number of Stocks
27
30
Portfolio P/E
52.77
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Top 5 Holdings
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
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Top Sectors
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Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Fixed Fee
2.25% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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