Portfolio Management Services (PMS)Compare Schemes
Helios - India Rising PMS vs Himalaya - EverFlow India Opportunities
Add SchemeGrowth of ₹1 Crore
Helios - India Rising PMS
Himalaya - EverFlow India Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.02%
2.85%
6 Months
5.63%
22.81%
1 Year
4.60%
15.74%
3 Years
14.51%
19.34%
5 Years
12.90%
—
Since Inception
19.56%
24.49%
Fund Age
6 yrs 4 mo
3 yrs 3 mo
AUM
₹1,566.43 Cr
₹446.96 Cr
Alpha – 1 Year
1.62%
11.02%
Alpha – 3 Years
2.62%
7.25%
Information Ratio – 3 Years
0.58
0.86
Volatility – 1 Year
21.65%
23.09%
Volatility – 3 Years
16.64%
17.79%
Beta – 1 Year
1.18
1.11
Beta – 3 Years
1.02
0.93
Sharpe Ratio – 1 Year
0.06
0.51
Sharpe Ratio – 3 Years
0.58
0.79
Worst Rolling Year
12.32%
19.32%
Value at Worst Rolling Year
₹1.12 Cr
₹1.19 Cr
Deepest Drawdown
−20.60%
−18.72%
Recovery Period
Not yet recovered
46 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.14%
21.74%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 41% · M 24% · S 29%
L 19% · S 80%
Number of Stocks
42
30
Portfolio P/E
—
—
Top 5 Holdings
Cash & Cash Equivalent · 14.10%
ICICI Bank Ltd · 6.59%
State Bank of India · 6.23%
Bharti Airtel Ltd · 5.62%
HDFC Bank Ltd · 5.00%
—
Top Sectors
—
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—