Portfolio Management Services (PMS)Compare Schemes
Himalaya - EverFlow India Opportunities vs JM Financial - Focus
Add SchemeGrowth of ₹1 Crore
Himalaya - EverFlow India Opportunities
JM Financial - Focus
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%
1.03%
6 Months
22.81%
6.82%
1 Year
15.74%
3.42%
3 Years
19.34%
13.55%
5 Years
—
9.47%
Since Inception
24.49%
15.08%
Fund Age
3 yrs 3 mo
13 yrs 9 mo
AUM
₹446.96 Cr
₹319.05 Cr
Alpha – 1 Year
11.02%
0.44%
Alpha – 3 Years
7.25%
1.66%
Information Ratio – 3 Years
0.86
0.24
Volatility – 1 Year
23.09%
13.79%
Volatility – 3 Years
17.79%
15.92%
Beta – 1 Year
1.11
0.75
Beta – 3 Years
0.93
0.91
Sharpe Ratio – 1 Year
0.51
-0.08
Sharpe Ratio – 3 Years
0.79
0.53
Worst Rolling Year
19.32%
—
Value at Worst Rolling Year
₹1.19 Cr
—
Deepest Drawdown
−18.72%
−20.24%
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 63% · M 12% · S 18%
Number of Stocks
30
49
Portfolio P/E
—
33.08
Top 5 Holdings
—
ICICI Bank Ltd · 6.48%
HDFC Bank Ltd · 5.81%
Axis Bank Ltd · 5.40%
Divis Laboratories Ltd · 5.04%
Pidilite Industries Ltd · 4.93%
Top Sectors
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Capital Goods · 25.27%
Financial Services · 18.78%
Healthcare · 14.56%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 0%