Portfolio Management Services (PMS)Compare Schemes
Himalaya - EverFlow India Opportunities vs Marcellus - Kings of Capital
Add SchemeGrowth of ₹1 Crore
Himalaya - EverFlow India Opportunities
Marcellus - Kings of Capital
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.85%
0.50%
6 Months
22.81%
2.02%
1 Year
15.74%
0.60%
3 Years
19.34%
8.21%
5 Years
—
5.75%
Since Inception
24.49%
9.73%
Fund Age
3 yrs 3 mo
6 yrs
AUM
₹446.96 Cr
₹128.19 Cr
Alpha – 1 Year
11.02%
1.03%
Alpha – 3 Years
7.25%
−0.36%
Information Ratio – 3 Years
0.86
0.12
Volatility – 1 Year
23.09%
19.24%
Volatility – 3 Years
17.79%
14.76%
Beta – 1 Year
1.11
1.13
Beta – 3 Years
0.93
0.95
Sharpe Ratio – 1 Year
0.51
-0.16
Sharpe Ratio – 3 Years
0.79
0.24
Worst Rolling Year
19.32%
0.20%
Value at Worst Rolling Year
₹1.19 Cr
₹1.00 Cr
Deepest Drawdown
−18.72%
−18.72%
Recovery Period
46 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.09%
Median Rolling Year
21.74%
8.37%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 19% · S 80%
L 47% · M 42% · S 11%
Number of Stocks
30
—
Portfolio P/E
—
—
Top 5 Holdings
—
Axis Bank Ltd · 8.00%
HDFC Bank Ltd · 7.50%
Cholamandalam Investment & Finance Company Ltd · 7.00%
Motilal Oswal Financial Services Ltd · 6.00%
Nuvama Wealth Management Ltd · 6.00%
Top Sectors
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%