Portfolio Management Services (PMS)Compare Schemes
Himalaya - EverFlow India Opportunities vs IFM Alphaedge Growth Fund
Add SchemeGrowth of ₹1 Crore
Himalaya - EverFlow India Opportunities
IFM Alphaedge Growth Fund
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%
1.32%
6 Months
22.81%
7.54%
1 Year
15.74%
8.20%
3 Years
19.34%
—
5 Years
—
—
Since Inception
24.49%
2.83%
Fund Age
3 yrs 3 mo
14 mo
AUM
₹446.96 Cr
₹18.5 Cr
Alpha – 1 Year
11.02%
3.48%
Alpha – 3 Years
7.25%
—
Information Ratio – 3 Years
0.86
—
Volatility – 1 Year
23.09%
18.53%
Volatility – 3 Years
17.79%
—
Beta – 1 Year
1.11
1.05
Beta – 3 Years
0.93
—
Sharpe Ratio – 1 Year
0.51
0.23
Sharpe Ratio – 3 Years
0.79
—
Worst Rolling Year
19.32%
—
Value at Worst Rolling Year
₹1.19 Cr
—
Deepest Drawdown
−18.72%
−14.67%
Recovery Period
46 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
21.74%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 19% · S 80%
L 47% · M 18% · S 29%
Number of Stocks
30
15
Portfolio P/E
—
—
Top 5 Holdings
—
Bandhan Small Cap Fund - Direct (G) · 20.24%
HDFC Flexi Cap Fund - Direct (G) · 18.90%
Invesco India Smal Cap Fund - Direct (G) · 15.52%
Kotak Nifty Financial Services Ex-Bank Index Fund-Dir (G) · 12.88%
ICICI Pru Nifty Bank ETF · 8.59%
Top Sectors
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Financial Services · 41.94%
Healthcare · 9.00%
Consumer Services · 5.06%
Fixed Fee
—
0.75% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
—