Portfolio Management Services (PMS)Compare Schemes
Himalaya - EverFlow India Opportunities vs Kotak Pioneer Model Strategy Aggressive
Add SchemeGrowth of ₹1 Crore
Himalaya - EverFlow India Opportunities
Kotak Pioneer Model Strategy Aggressive
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%
1.96%
6 Months
22.81%
−0.83%
1 Year
15.74%
14.95%
3 Years
19.34%
—
5 Years
—
—
Since Inception
24.49%
15.45%
Fund Age
3 yrs 3 mo
4 yrs 1 mo
AUM
₹446.96 Cr
₹67.74 Cr
Alpha – 1 Year
11.02%
8.24%
Alpha – 3 Years
7.25%
—
Information Ratio – 3 Years
0.86
0.30
Volatility – 1 Year
23.09%
16.48%
Volatility – 3 Years
17.79%
12.47%
Beta – 1 Year
1.11
1.58
Beta – 3 Years
0.93
1.45
Sharpe Ratio – 1 Year
0.51
0.60
Sharpe Ratio – 3 Years
0.79
0.77
Worst Rolling Year
19.32%
13.91%
Value at Worst Rolling Year
₹1.19 Cr
₹1.14 Cr
Deepest Drawdown
−18.72%
−14.92%
Recovery Period
46 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.74%
16.42%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
L 19% · S 80%
—
Number of Stocks
30
—
Portfolio P/E
—
—
Top 5 Holdings
—
HDFC Flexi Cap Fund - Direct (G) · 16.48%
Kotak Flexi Cap Fund - Direct (G) · 13.26%
Kotak Quant Fund - Direct (G) · 12.39%
HDFC Large & Mid Cap Fund - Direct (G) · 9.96%
Kotak Active Momentum Fund - Direct (G) · 9.47%
Top Sectors
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / – / –