Portfolio Management Services (PMS)Compare Schemes
Himalaya - EverFlow India Opportunities vs Mansi share-seven islands PMS
Add SchemeGrowth of ₹1 Crore
Himalaya - EverFlow India Opportunities
Mansi share-seven islands PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.85%
2.10%
6 Months
22.81%
29.13%
1 Year
15.74%
20.96%
3 Years
19.34%
17.22%
5 Years
—
—
Since Inception
24.49%
23.59%
Fund Age
3 yrs 3 mo
3 yrs 7 mo
AUM
₹446.96 Cr
₹147.56 Cr
Alpha – 1 Year
11.02%
16.24%
Alpha – 3 Years
7.25%
5.13%
Information Ratio – 3 Years
0.86
0.33
Volatility – 1 Year
23.09%
30.80%
Volatility – 3 Years
17.79%
25.65%
Beta – 1 Year
1.11
1.54
Beta – 3 Years
0.93
1.41
Sharpe Ratio – 1 Year
0.51
0.58
Sharpe Ratio – 3 Years
0.79
0.54
Worst Rolling Year
19.32%
15.38%
Value at Worst Rolling Year
₹1.19 Cr
₹1.15 Cr
Deepest Drawdown
−18.72%
−28.52%
Recovery Period
46 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.74%
21.14%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 19% · S 80%
L 63% · M 11% · S 17%
Number of Stocks
30
18
Portfolio P/E
—
—
Top 5 Holdings
—
Cash & Cash Equivalent · 8.51%
Reliance Industries Ltd · 4.92%
Larsen & Toubro Ltd · 4.76%
State Bank of India · 4.44%
ICICI Bank Ltd · 4.24%
Top Sectors
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Financial Services · 21.65%
Capital Goods · 11.04%
Healthcare · 8.42%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%