Portfolio Management Services (PMS)Compare Schemes
Himalaya - EverFlow India Opportunities vs ICICI Prudential - Pipe Portfolio
Add SchemeGrowth of ₹1 Crore
Himalaya - EverFlow India Opportunities
ICICI Prudential - Pipe 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%
3.18%
6 Months
22.81%
10.33%
1 Year
15.74%
12.88%
3 Years
19.34%
16.20%
5 Years
—
21.51%
Since Inception
24.49%
24.95%
Fund Age
3 yrs 3 mo
6 yrs 11 mo
AUM
₹446.96 Cr
₹7,993.92 Cr
Alpha – 1 Year
11.02%
8.16%
Alpha – 3 Years
7.25%
4.11%
Information Ratio – 3 Years
0.86
0.49
Volatility – 1 Year
23.09%
18.08%
Volatility – 3 Years
17.79%
17.36%
Beta – 1 Year
1.11
0.97
Beta – 3 Years
0.93
1.00
Sharpe Ratio – 1 Year
0.51
0.46
Sharpe Ratio – 3 Years
0.79
0.65
Worst Rolling Year
19.32%
16.21%
Value at Worst Rolling Year
₹1.19 Cr
₹1.16 Cr
Deepest Drawdown
−18.72%
−22.83%
Recovery Period
46 days
472 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.74%
30.09%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 19% · S 80%
M 14% · S 84%
Number of Stocks
30
41
Portfolio P/E
—
23.80
Top 5 Holdings
—
Sarda Energy & Minerals Ltd · 4.39%
Honasa Consumer Ltd · 4.32%
Vardhman Textiles Ltd · 4.08%
FSN E-Commerce Ventures Ltd · 3.75%
Usha Martin Ltd · 3.68%
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)
—
3% / 2% / 1%