Portfolio Management Services (PMS)Compare Schemes
Himalaya - EverFlow India Opportunities vs Motilal Oswal - Ethical
Add SchemeGrowth of ₹1 Crore
Himalaya - EverFlow India Opportunities
Motilal Oswal - Ethical
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%
1.53%
6 Months
22.81%
18.13%
1 Year
15.74%
13.15%
3 Years
19.34%
14.12%
5 Years
—
11.96%
Since Inception
24.49%
13.25%
Fund Age
3 yrs 3 mo
5 yrs 1 mo
AUM
₹446.96 Cr
₹77.09 Cr
Alpha – 1 Year
11.02%
10.17%
Alpha – 3 Years
7.25%
2.24%
Information Ratio – 3 Years
0.86
0.36
Volatility – 1 Year
23.09%
23.76%
Volatility – 3 Years
17.79%
19.81%
Beta – 1 Year
1.11
1.23
Beta – 3 Years
0.93
1.14
Sharpe Ratio – 1 Year
0.51
0.40
Sharpe Ratio – 3 Years
0.79
0.50
Worst Rolling Year
19.32%
8.04%
Value at Worst Rolling Year
₹1.19 Cr
₹1.08 Cr
Deepest Drawdown
−18.72%
−27.15%
Recovery Period
46 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.74%
16.70%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 19% · S 80%
L 28% · M 28% · S 44%
Number of Stocks
30
20
Portfolio P/E
—
52.66
Top 5 Holdings
—
Syrma SGS Technology Ltd · 8.40%
Cummins India Ltd · 7.80%
KEI Industries Ltd · 7.75%
Apar Industries Ltd · 7.60%
Global Health Ltd · 7.45%
Top Sectors
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%