Portfolio Management Services (PMS)Compare Schemes
Himalaya - EverFlow India Opportunities vs Kotak India Focus Portfolio - series I
Add SchemeGrowth of ₹1 Crore
Himalaya - EverFlow India Opportunities
Kotak India Focus Portfolio - series I
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%
2.41%
6 Months
22.81%
2.04%
1 Year
15.74%
13.04%
3 Years
19.34%
15.74%
5 Years
—
14.15%
Since Inception
24.49%
15.13%
Fund Age
3 yrs 3 mo
14 yrs 1 mo
AUM
₹446.96 Cr
₹850.7 Cr
Alpha – 1 Year
11.02%
13.39%
Alpha – 3 Years
7.25%
6.74%
Information Ratio – 3 Years
0.86
1.02
Volatility – 1 Year
23.09%
18.01%
Volatility – 3 Years
17.79%
15.42%
Beta – 1 Year
1.11
1.04
Beta – 3 Years
0.93
0.99
Sharpe Ratio – 1 Year
0.51
0.48
Sharpe Ratio – 3 Years
0.79
0.76
Worst Rolling Year
19.32%
-19.06%
Value at Worst Rolling Year
₹1.19 Cr
₹0.81 Cr
Deepest Drawdown
−18.72%
−15.54%
Recovery Period
46 days
227 days
1-Year Rolling Windows Positive
100.00%
83.40%
Median Rolling Year
21.74%
18.72%
5-Year Rolling Windows Positive
—
95.45%
Market-Cap Mix
L 19% · S 80%
L 53% · M 28% · S 13%
Number of Stocks
30
—
Portfolio P/E
—
—
Top 5 Holdings
—
Shriram Finance Ltd · 10.46%
Bharti Airtel Ltd · 5.27%
Apar Industries Ltd · 5.27%
Bajaj Auto Ltd · 5.16%
KEI Industries Ltd · 4.94%
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%