Portfolio Management Services (PMS)Compare Schemes
Himalaya - EverFlow India Opportunities vs Maxiom PMS - CORAL Cyclical
Add SchemeGrowth of ₹1 Crore
Himalaya - EverFlow India Opportunities
Maxiom PMS - CORAL Cyclical
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%
−0.48%
6 Months
22.81%
−2.46%
1 Year
15.74%
5.63%
3 Years
19.34%
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5 Years
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Since Inception
24.49%
1.03%
Fund Age
3 yrs 3 mo
3 yrs
AUM
₹446.96 Cr
₹2.06 Cr
Alpha – 1 Year
11.02%
5.98%
Alpha – 3 Years
7.25%
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Information Ratio – 3 Years
0.86
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Volatility – 1 Year
23.09%
16.61%
Volatility – 3 Years
17.79%
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Beta – 1 Year
1.11
1.00
Beta – 3 Years
0.93
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Sharpe Ratio – 1 Year
0.51
-0.24
Sharpe Ratio – 3 Years
0.79
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Worst Rolling Year
19.32%
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Value at Worst Rolling Year
₹1.19 Cr
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Deepest Drawdown
−18.72%
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Recovery Period
46 days
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1-Year Rolling Windows Positive
100.00%
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Median Rolling Year
21.74%
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5-Year Rolling Windows Positive
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Market-Cap Mix
L 19% · S 80%
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Number of Stocks
30
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Portfolio P/E
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Top 5 Holdings
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ICICI Pru Nifty Oil & Gas ETF · 16.66%
ICICI Pru Nifty Infrastructure ETF · 16.66%
Kotak Nifty Bank ETF · 16.66%
Kotak Nifty IT ETF · 16.66%
Mirae Asset Nifty India Manufacturing ETF · 16.66%
Top Sectors
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
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Fixed Fee
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Performance Fee / Plan
—
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Exit Load (Y1 / Y2 / Y3)
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