Portfolio Management Services (PMS)Compare Schemes
Himalaya - EverFlow India Opportunities vs Motilal Oswal - India Growth Strategy
Add SchemeGrowth of ₹1 Crore
Himalaya - EverFlow India Opportunities
Motilal Oswal - India Growth Strategy
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%
1.02%
6 Months
22.81%
20.43%
1 Year
15.74%
14.98%
3 Years
19.34%
—
5 Years
—
—
Since Inception
24.49%
20.69%
Fund Age
3 yrs 3 mo
2 yrs 8 mo
AUM
₹446.96 Cr
₹320.35 Cr
Alpha – 1 Year
11.02%
12.00%
Alpha – 3 Years
7.25%
—
Information Ratio – 3 Years
0.86
—
Volatility – 1 Year
23.09%
24.24%
Volatility – 3 Years
17.79%
—
Beta – 1 Year
1.11
1.26
Beta – 3 Years
0.93
—
Sharpe Ratio – 1 Year
0.51
0.46
Sharpe Ratio – 3 Years
0.79
—
Worst Rolling Year
19.32%
—
Value at Worst Rolling Year
₹1.19 Cr
—
Deepest Drawdown
−18.72%
−12.04%
Recovery Period
46 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
21.74%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 19% · S 80%
L 5% · M 36% · S 51%
Number of Stocks
30
29
Portfolio P/E
—
40.22
Top 5 Holdings
—
Cash & Cash Equivalent · 7.73%
Piramal Finance Ltd · 6.28%
Syrma SGS Technology Ltd · 6.04%
Sky Gold & Diamonds Ltd · 4.81%
PG Electroplast Ltd · 4.57%
Top Sectors
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Financial Services · 29.63%
Capital Goods · 20.16%
Consumer Durables · 13.44%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%