Portfolio Management Services (PMS)Compare Schemes
Himalaya - EverFlow India Opportunities vs MOAT - Moderate Compounders
Add SchemeGrowth of ₹1 Crore
Himalaya - EverFlow India Opportunities
MOAT - Moderate Compounders
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%
2.75%
6 Months
22.81%
8.17%
1 Year
15.74%
3.28%
3 Years
19.34%
8.41%
5 Years
—
12.53%
Since Inception
24.49%
11.01%
Fund Age
3 yrs 3 mo
12 yrs 9 mo
AUM
₹446.96 Cr
₹16.57 Cr
Alpha – 1 Year
11.02%
−1.44%
Alpha – 3 Years
7.25%
−3.68%
Information Ratio – 3 Years
0.86
-0.32
Volatility – 1 Year
23.09%
20.74%
Volatility – 3 Years
17.79%
17.91%
Beta – 1 Year
1.11
1.13
Beta – 3 Years
0.93
1.09
Sharpe Ratio – 1 Year
0.51
0.00
Sharpe Ratio – 3 Years
0.79
0.32
Worst Rolling Year
19.32%
-16.89%
Value at Worst Rolling Year
₹1.19 Cr
₹0.83 Cr
Deepest Drawdown
−18.72%
−28.21%
Recovery Period
46 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
73.60%
Median Rolling Year
21.74%
13.43%
5-Year Rolling Windows Positive
—
88.30%
Market-Cap Mix
L 19% · S 80%
—
Number of Stocks
30
—
Portfolio P/E
—
—
Top 5 Holdings
—
Kirloskar Pneumatic Company Ltd · 4.87%
Jio Financial Services Ltd · 4.53%
Bharat Dynamics Ltd · 4.21%
Trent Ltd · 4.20%
Galaxy Surfactants Ltd · 4.15%
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%