Portfolio Management Services (PMS)Compare Schemes
Himalaya - EverFlow India Opportunities vs Marathon Trends - Trend Following
Add SchemeGrowth of ₹1 Crore
Himalaya - EverFlow India Opportunities
Marathon Trends - Trend Following
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%
1.43%
6 Months
22.81%
0.81%
1 Year
15.74%
7.79%
3 Years
19.34%
9.10%
5 Years
—
—
Since Inception
24.49%
17.42%
Fund Age
3 yrs 3 mo
8 yrs 11 mo
AUM
₹446.96 Cr
₹342.11 Cr
Alpha – 1 Year
11.02%
3.07%
Alpha – 3 Years
7.25%
−2.99%
Information Ratio – 3 Years
0.86
0.29
Volatility – 1 Year
23.09%
17.73%
Volatility – 3 Years
17.79%
15.85%
Beta – 1 Year
1.11
1.00
Beta – 3 Years
0.93
0.98
Sharpe Ratio – 1 Year
0.51
0.21
Sharpe Ratio – 3 Years
0.79
0.50
Worst Rolling Year
19.32%
9.10%
Value at Worst Rolling Year
₹1.19 Cr
₹1.09 Cr
Deepest Drawdown
−18.72%
−24.26%
Recovery Period
46 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.74%
13.58%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
L 19% · S 80%
L 40% · M 35% · S 22%
Number of Stocks
30
23
Portfolio P/E
—
21.69
Top 5 Holdings
—
Cash & Cash Equivalent · 7.05%
Federal Bank Ltd · 6.08%
Bajaj Finance Ltd · 5.79%
Shriram Finance Ltd · 5.46%
AU Small Finance Bank Ltd · 5.38%
Top Sectors
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%