Portfolio Management Services (PMS)Compare Schemes
Himalaya - EverFlow India Opportunities vs Motilal Oswal - Value Migration
Add SchemeGrowth of ₹1 Crore
Himalaya - EverFlow India Opportunities
Motilal Oswal - Value Migration
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%
0.78%
6 Months
22.81%
11.75%
1 Year
15.74%
−2.37%
3 Years
19.34%
17.81%
5 Years
—
14.66%
Since Inception
24.49%
18.91%
Fund Age
3 yrs 3 mo
23 yrs 5 mo
AUM
₹446.96 Cr
₹3,220.2 Cr
Alpha – 1 Year
11.02%
−5.35%
Alpha – 3 Years
7.25%
5.93%
Information Ratio – 3 Years
0.86
0.54
Volatility – 1 Year
23.09%
21.49%
Volatility – 3 Years
17.79%
20.84%
Beta – 1 Year
1.11
1.07
Beta – 3 Years
0.93
1.13
Sharpe Ratio – 1 Year
0.51
-0.27
Sharpe Ratio – 3 Years
0.79
0.64
Worst Rolling Year
19.32%
-7.44%
Value at Worst Rolling Year
₹1.19 Cr
₹0.93 Cr
Deepest Drawdown
−18.72%
−27.33%
Recovery Period
46 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
94.32%
Median Rolling Year
21.74%
14.52%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 19% · S 80%
L 28% · M 48% · S 19%
Number of Stocks
30
27
Portfolio P/E
—
57.85
Top 5 Holdings
—
Eternal Ltd · 5.67%
Kalyan Jewellers India Ltd · 5.64%
Cash & Cash Equivalent · 4.42%
One 97 Communications Ltd · 4.40%
Bajaj Finance Ltd · 4.35%
Top Sectors
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Financial Services · 24.86%
Capital Goods · 24.56%
Consumer Durables · 13.26%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%