Portfolio Management Services (PMS)Compare Schemes
Himalaya - EverFlow India Opportunities vs MoneyBee-QUEENBEE
Add SchemeGrowth of ₹1 Crore
Himalaya - EverFlow India Opportunities
MoneyBee-QUEENBEE
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%
1.65%
6 Months
22.81%
18.05%
1 Year
15.74%
−2.50%
3 Years
19.34%
11.39%
5 Years
—
20.90%
Since Inception
24.49%
19.45%
Fund Age
3 yrs 3 mo
19 yrs 2 mo
AUM
₹446.96 Cr
₹108.27 Cr
Alpha – 1 Year
11.02%
−6.26%
Alpha – 3 Years
7.25%
0.49%
Information Ratio – 3 Years
0.86
—
Volatility – 1 Year
23.09%
31.36%
Volatility – 3 Years
17.79%
—
Beta – 1 Year
1.11
1.61
Beta – 3 Years
0.93
—
Sharpe Ratio – 1 Year
0.51
-0.11
Sharpe Ratio – 3 Years
0.79
—
Worst Rolling Year
19.32%
—
Value at Worst Rolling Year
₹1.19 Cr
—
Deepest Drawdown
−18.72%
—
Recovery Period
46 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
21.74%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 19% · S 80%
—
Number of Stocks
30
—
Portfolio P/E
—
—
Top 5 Holdings
—
Deep Industries Ltd · 24.32%
K.P. Energy Ltd · 14.58%
Suyog Telematics Ltd · 6.69%
Tejas Networks Ltd · 6.15%
Kilburn Engineering Ltd · 5.22%
Top Sectors
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
—
Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%