Portfolio Management Services (PMS)Compare Schemes
Himalaya - EverFlow India Opportunities vs Incred-Small & MidCap PMS
Add SchemeGrowth of ₹1 Crore
Himalaya - EverFlow India Opportunities
Incred-Small & MidCap PMS
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%
4.27%
6 Months
22.81%
−8.15%
1 Year
15.74%
−5.39%
3 Years
19.34%
10.81%
5 Years
—
—
Since Inception
24.49%
11.07%
Fund Age
3 yrs 3 mo
5 yrs
AUM
₹446.96 Cr
₹121.08 Cr
Alpha – 1 Year
11.02%
−5.32%
Alpha – 3 Years
7.25%
−2.65%
Information Ratio – 3 Years
0.86
-0.15
Volatility – 1 Year
23.09%
24.51%
Volatility – 3 Years
17.79%
24.85%
Beta – 1 Year
1.11
1.17
Beta – 3 Years
0.93
1.18
Sharpe Ratio – 1 Year
0.51
-0.34
Sharpe Ratio – 3 Years
0.79
0.32
Worst Rolling Year
19.32%
9.88%
Value at Worst Rolling Year
₹1.19 Cr
₹1.10 Cr
Deepest Drawdown
−18.72%
−34.50%
Recovery Period
46 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.74%
21.70%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 19% · S 80%
M 20% · S 78%
Number of Stocks
30
—
Portfolio P/E
—
—
Top 5 Holdings
—
Arman Financial Services Ltd · 7.90%
Indraprastha Medical Corporation Ltd · 7.90%
Cholamandalam Financial Holdings Ltd · 7.50%
KEC International Ltd · 7.20%
Coforge Ltd · 6.40%
Top Sectors
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%