Portfolio Management Services (PMS)Compare Schemes
Himalaya - EverFlow India Opportunities vs Magadh - Future Stars
Add SchemeGrowth of ₹1 Crore
Himalaya - EverFlow India Opportunities
Magadh - Future Stars
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%
3.10%
6 Months
22.81%
4.24%
1 Year
15.74%
17.00%
3 Years
19.34%
21.79%
5 Years
—
20.77%
Since Inception
24.49%
20.65%
Fund Age
3 yrs 3 mo
5 yrs
AUM
₹446.96 Cr
₹88.27 Cr
Alpha – 1 Year
11.02%
12.28%
Alpha – 3 Years
7.25%
9.70%
Information Ratio – 3 Years
0.86
1.38
Volatility – 1 Year
23.09%
20.96%
Volatility – 3 Years
17.79%
18.52%
Beta – 1 Year
1.11
1.12
Beta – 3 Years
0.93
1.04
Sharpe Ratio – 1 Year
0.51
0.60
Sharpe Ratio – 3 Years
0.79
1.04
Worst Rolling Year
19.32%
21.72%
Value at Worst Rolling Year
₹1.19 Cr
₹1.22 Cr
Deepest Drawdown
−18.72%
−18.76%
Recovery Period
46 days
428 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.74%
30.26%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 19% · S 80%
L 19% · M 45% · S 35%
Number of Stocks
30
25
Portfolio P/E
—
27.45
Top 5 Holdings
—
Laurus Labs Ltd · 10.50%
V2 Retail Ltd · 9.50%
Bank of Maharashtra · 9.16%
Eternal Ltd · 8.75%
Bank of India · 8.20%
Top Sectors
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Consumer Services · 24.94%
Financial Services · 24.30%
Capital Goods · 14.40%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0.5% / 0% / 0%