Portfolio Management Services (PMS)Compare Schemes
Himalaya - EverFlow India Opportunities vs ICICI Prudential - Large Cap Portfolio
Add SchemeGrowth of ₹1 Crore
Himalaya - EverFlow India Opportunities
ICICI Prudential - Large Cap 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%
2.16%
6 Months
22.81%
3.15%
1 Year
15.74%
11.06%
3 Years
19.34%
18.79%
5 Years
—
15.00%
Since Inception
24.49%
16.01%
Fund Age
3 yrs 3 mo
17 yrs 5 mo
AUM
₹446.96 Cr
₹905.13 Cr
Alpha – 1 Year
11.02%
11.41%
Alpha – 3 Years
7.25%
9.79%
Information Ratio – 3 Years
0.86
1.56
Volatility – 1 Year
23.09%
18.35%
Volatility – 3 Years
17.79%
16.43%
Beta – 1 Year
1.11
1.10
Beta – 3 Years
0.93
1.12
Sharpe Ratio – 1 Year
0.51
0.38
Sharpe Ratio – 3 Years
0.79
0.82
Worst Rolling Year
19.32%
-6.60%
Value at Worst Rolling Year
₹1.19 Cr
₹0.93 Cr
Deepest Drawdown
−18.72%
−20.17%
Recovery Period
46 days
308 days
1-Year Rolling Windows Positive
100.00%
98.49%
Median Rolling Year
21.74%
16.07%
5-Year Rolling Windows Positive
—
99.33%
Market-Cap Mix
L 19% · S 80%
L 91% · M 6% · S 0%
Number of Stocks
30
28
Portfolio P/E
—
29.62
Top 5 Holdings
—
Samvardhana Motherson International Ltd · 7.11%
Bharti Airtel Ltd · 6.31%
Larsen & Toubro Ltd · 5.58%
State Bank of India · 5.02%
ICICI Bank Ltd · 5.00%
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%