Portfolio Management Services (PMS)Compare Schemes
Himalaya - EverFlow India Opportunities vs Marcellus - Consistent Compounders
Add SchemeGrowth of ₹1 Crore
Himalaya - EverFlow India Opportunities
Marcellus - Consistent Compounders
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.85%
4.02%
6 Months
22.81%
10.61%
1 Year
15.74%
3.27%
3 Years
19.34%
5.81%
5 Years
—
4.77%
Since Inception
24.49%
12.23%
Fund Age
3 yrs 3 mo
7 yrs 7 mo
AUM
₹446.96 Cr
₹1,666.24 Cr
Alpha – 1 Year
11.02%
3.70%
Alpha – 3 Years
7.25%
−2.76%
Information Ratio – 3 Years
0.86
-0.29
Volatility – 1 Year
23.09%
19.50%
Volatility – 3 Years
17.79%
16.37%
Beta – 1 Year
1.11
1.09
Beta – 3 Years
0.93
1.05
Sharpe Ratio – 1 Year
0.51
-0.02
Sharpe Ratio – 3 Years
0.79
0.10
Worst Rolling Year
19.32%
0.36%
Value at Worst Rolling Year
₹1.19 Cr
₹1.00 Cr
Deepest Drawdown
−18.72%
−23.56%
Recovery Period
46 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.77%
Median Rolling Year
21.74%
8.56%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 19% · S 80%
L 42% · M 32% · S 25%
Number of Stocks
30
—
Portfolio P/E
—
—
Top 5 Holdings
—
Trent Ltd · 8.00%
Divis Laboratories Ltd · 8.00%
Narayana Hrudayalaya Ltd · 7.50%
Asian Paints Ltd · 7.00%
Tube Investments of India Ltd · 7.00%
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)
—
0% / 0% / 0%