Portfolio Management Services (PMS)Compare Schemes
Himalaya - EverFlow India Opportunities vs ICICI Prudential - Contra Portfolio
Add SchemeGrowth of ₹1 Crore
Himalaya - EverFlow India Opportunities
ICICI Prudential - Contra Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.85%
0.77%
6 Months
22.81%
0.72%
1 Year
15.74%
7.26%
3 Years
19.34%
15.71%
5 Years
—
16.27%
Since Inception
24.49%
18.01%
Fund Age
3 yrs 3 mo
7 yrs 11 mo
AUM
₹446.96 Cr
₹14,208.27 Cr
Alpha – 1 Year
11.02%
2.54%
Alpha – 3 Years
7.25%
3.62%
Information Ratio – 3 Years
0.86
0.79
Volatility – 1 Year
23.09%
16.69%
Volatility – 3 Years
17.79%
15.09%
Beta – 1 Year
1.11
0.95
Beta – 3 Years
0.93
0.95
Sharpe Ratio – 1 Year
0.51
0.18
Sharpe Ratio – 3 Years
0.79
0.70
Worst Rolling Year
19.32%
12.54%
Value at Worst Rolling Year
₹1.19 Cr
₹1.13 Cr
Deepest Drawdown
−18.72%
−18.56%
Recovery Period
46 days
241 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.74%
23.70%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 19% · S 80%
L 68% · M 7% · S 24%
Number of Stocks
30
42
Portfolio P/E
—
25.76
Top 5 Holdings
—
Bharti Airtel Ltd · 6.77%
Tata Steel Ltd · 4.97%
Eternal Ltd · 4.94%
Larsen & Toubro Ltd · 4.75%
ICICI Bank Ltd · 4.64%
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)
—
1% / 0% / 0%