Portfolio Management Services (PMS)Compare Schemes
Himalaya - EverFlow India Opportunities vs IFM Largecap Fund
Add SchemeGrowth of ₹1 Crore
Himalaya - EverFlow India Opportunities
IFM Largecap 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%
−0.16%
6 Months
22.81%
−3.46%
1 Year
15.74%
−0.34%
3 Years
19.34%
—
5 Years
—
—
Since Inception
24.49%
−3.49%
Fund Age
3 yrs 3 mo
14 mo
AUM
₹446.96 Cr
₹116.7 Cr
Alpha – 1 Year
11.02%
0.01%
Alpha – 3 Years
7.25%
—
Information Ratio – 3 Years
0.86
—
Volatility – 1 Year
23.09%
17.33%
Volatility – 3 Years
17.79%
—
Beta – 1 Year
1.11
1.08
Beta – 3 Years
0.93
—
Sharpe Ratio – 1 Year
0.51
-0.24
Sharpe Ratio – 3 Years
0.79
—
Worst Rolling Year
19.32%
—
Value at Worst Rolling Year
₹1.19 Cr
—
Deepest Drawdown
−18.72%
−16.91%
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 83% · M 6% · S 9%
Number of Stocks
30
26
Portfolio P/E
—
24.23
Top 5 Holdings
—
ICICI Bank Ltd · 11.42%
HDFC Bank Ltd · 9.79%
Reliance Industries Ltd · 8.22%
Infosys Ltd · 6.55%
Bharti Airtel Ltd · 5.79%
Top Sectors
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Financial Services · 48.00%
Information Technology · 9.07%
Oil, Gas & Consumable Fuels · 8.22%
Fixed Fee
—
1.25% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
—