Portfolio Management Services (PMS)Compare Schemes
Himalaya - EverFlow India Opportunities vs Incred Active Momentum Strategy
Add SchemeGrowth of ₹1 Crore
Himalaya - EverFlow India Opportunities
Incred Active Momentum Strategy
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%
2.70%
6 Months
22.81%
4.80%
1 Year
15.74%
0.40%
3 Years
19.34%
—
5 Years
—
—
Since Inception
24.49%
2.40%
Fund Age
3 yrs 3 mo
17 mo
AUM
₹446.96 Cr
₹16.3 Cr
Alpha – 1 Year
11.02%
−2.60%
Alpha – 3 Years
7.25%
—
Information Ratio – 3 Years
0.86
—
Volatility – 1 Year
23.09%
17.55%
Volatility – 3 Years
17.79%
—
Beta – 1 Year
1.11
0.97
Beta – 3 Years
0.93
—
Sharpe Ratio – 1 Year
0.51
-0.19
Sharpe Ratio – 3 Years
0.79
—
Worst Rolling Year
19.32%
—
Value at Worst Rolling Year
₹1.19 Cr
—
Deepest Drawdown
−18.72%
−14.81%
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 61% · M 36%
Number of Stocks
30
25
Portfolio P/E
—
33.22
Top 5 Holdings
—
Marico Ltd · 7.29%
Jindal Steel Ltd · 5.98%
JSW Steel Ltd · 5.94%
Bajaj Auto Ltd · 5.88%
Federal Bank Ltd · 5.78%
Top Sectors
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Metals & Mining · 24.69%
Financial Services · 16.70%
Capital Goods · 14.19%
Fixed Fee
—
—
Performance Fee / Plan
—
—
Exit Load (Y1 / Y2 / Y3)
—
—