Portfolio Management Services (PMS)Compare Schemes
Himalaya - EverFlow India Opportunities vs MoneyGrow Asset-Large Midcap
Add SchemeGrowth of ₹1 Crore
Himalaya - EverFlow India Opportunities
MoneyGrow Asset-Large Midcap
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%
1.12%
6 Months
22.81%
9.15%
1 Year
15.74%
11.50%
3 Years
19.34%
15.21%
5 Years
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—
Since Inception
24.49%
17.99%
Fund Age
3 yrs 3 mo
3 yrs 4 mo
AUM
₹446.96 Cr
₹113.51 Cr
Alpha – 1 Year
11.02%
11.85%
Alpha – 3 Years
7.25%
6.21%
Information Ratio – 3 Years
0.86
0.97
Volatility – 1 Year
23.09%
21.57%
Volatility – 3 Years
17.79%
16.25%
Beta – 1 Year
1.11
1.26
Beta – 3 Years
0.93
1.09
Sharpe Ratio – 1 Year
0.51
0.37
Sharpe Ratio – 3 Years
0.79
0.63
Worst Rolling Year
19.32%
14.24%
Value at Worst Rolling Year
₹1.19 Cr
₹1.14 Cr
Deepest Drawdown
−18.72%
−19.23%
Recovery Period
46 days
79 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.74%
15.47%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 19% · S 80%
L 33% · M 28% · S 38%
Number of Stocks
30
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Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
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Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%