Portfolio Management Services (PMS)Compare Schemes
Himalaya - EverFlow India Opportunities vs Magadh - Value for Growth
Add SchemeGrowth of ₹1 Crore
Himalaya - EverFlow India Opportunities
Magadh - Value for Growth
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%
1.29%
6 Months
22.81%
−4.12%
1 Year
15.74%
1.97%
3 Years
19.34%
12.30%
5 Years
—
12.28%
Since Inception
24.49%
12.08%
Fund Age
3 yrs 3 mo
5 yrs
AUM
₹446.96 Cr
₹27.16 Cr
Alpha – 1 Year
11.02%
−2.75%
Alpha – 3 Years
7.25%
0.21%
Information Ratio – 3 Years
0.86
0.08
Volatility – 1 Year
23.09%
18.26%
Volatility – 3 Years
17.79%
15.26%
Beta – 1 Year
1.11
1.01
Beta – 3 Years
0.93
0.92
Sharpe Ratio – 1 Year
0.51
-0.09
Sharpe Ratio – 3 Years
0.79
0.53
Worst Rolling Year
19.32%
12.19%
Value at Worst Rolling Year
₹1.19 Cr
₹1.12 Cr
Deepest Drawdown
−18.72%
−16.54%
Recovery Period
46 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.74%
21.96%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 19% · S 80%
L 41% · M 28% · S 30%
Number of Stocks
30
27
Portfolio P/E
—
24.88
Top 5 Holdings
—
V2 Retail Ltd · 10.02%
Eternal Ltd · 9.81%
Laurus Labs Ltd · 9.40%
State Bank of India · 8.27%
GE Vernova T&D India Ltd · 7.62%
Top Sectors
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Consumer Services · 23.68%
Financial Services · 23.62%
Healthcare · 11.22%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%