Portfolio Management Services (PMS)Compare Schemes
Himalaya - EverFlow India Opportunities vs Invesco - Rise
Add SchemeGrowth of ₹1 Crore
Himalaya - EverFlow India Opportunities
Invesco - Rise
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%
5.01%
6 Months
22.81%
8.17%
1 Year
15.74%
19.57%
3 Years
19.34%
18.20%
5 Years
—
15.63%
Since Inception
24.49%
14.42%
Fund Age
3 yrs 3 mo
10 yrs 4 mo
AUM
₹446.96 Cr
₹337.5 Cr
Alpha – 1 Year
11.02%
14.85%
Alpha – 3 Years
7.25%
6.11%
Information Ratio – 3 Years
0.86
0.93
Volatility – 1 Year
23.09%
14.72%
Volatility – 3 Years
17.79%
15.36%
Beta – 1 Year
1.11
0.78
Beta – 3 Years
0.93
0.92
Sharpe Ratio – 1 Year
0.51
0.93
Sharpe Ratio – 3 Years
0.79
0.83
Worst Rolling Year
19.32%
-10.21%
Value at Worst Rolling Year
₹1.19 Cr
₹0.90 Cr
Deepest Drawdown
−18.72%
−21.92%
Recovery Period
46 days
231 days
1-Year Rolling Windows Positive
100.00%
88.56%
Median Rolling Year
21.74%
16.73%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 19% · S 80%
L 49% · M 27% · S 21%
Number of Stocks
30
23
Portfolio P/E
—
50.96
Top 5 Holdings
—
Bharti Airtel Ltd · 7.42%
Eternal Ltd · 7.19%
Multi Commodity Exchange of India Ltd · 6.79%
Cash & Cash Equivalent · 6.57%
Sedemac Mechatronics Ltd · 5.60%
Top Sectors
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Financial Services · 25.60%
Automobile and Auto Components · 18.02%
Consumer Services · 11.63%
Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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