Portfolio Management Services (PMS)Compare Schemes
Himalaya - EverFlow India Opportunities vs MOAT - UpperCrust Wealth Fund
Add SchemeGrowth of ₹1 Crore
Himalaya - EverFlow India Opportunities
MOAT - UpperCrust Wealth Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.85%
4.61%
6 Months
22.81%
3.41%
1 Year
15.74%
20.00%
3 Years
19.34%
24.29%
5 Years
—
—
Since Inception
24.49%
15.71%
Fund Age
3 yrs 3 mo
4 yrs 7 mo
AUM
₹446.96 Cr
₹129.22 Cr
Alpha – 1 Year
11.02%
15.28%
Alpha – 3 Years
7.25%
12.20%
Information Ratio – 3 Years
0.86
1.16
Volatility – 1 Year
23.09%
22.01%
Volatility – 3 Years
17.79%
22.99%
Beta – 1 Year
1.11
0.67
Beta – 3 Years
0.93
1.00
Sharpe Ratio – 1 Year
0.51
0.70
Sharpe Ratio – 3 Years
0.79
1.11
Worst Rolling Year
19.32%
13.28%
Value at Worst Rolling Year
₹1.19 Cr
₹1.13 Cr
Deepest Drawdown
−18.72%
−27.23%
Recovery Period
46 days
325 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.74%
25.12%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 19% · S 80%
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Number of Stocks
30
—
Portfolio P/E
—
—
Top 5 Holdings
—
Hindustan Aeronautics Ltd · 12.57%
Cigniti Technologies Ltd · 7.17%
Tata Investment Corporation Ltd · 6.84%
Tube Investments of India Ltd · 6.13%
Power Finance Corporation Ltd · 6.10%
Top Sectors
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
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Fixed Fee
—
2.75% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%