Portfolio Management Services (PMS)Compare Schemes
Himalaya - EverFlow India Opportunities vs MRG Capital - Wealth Enhancer
Add SchemeGrowth of ₹1 Crore
Himalaya - EverFlow India Opportunities
MRG Capital - Wealth Enhancer
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.85%
0.31%
6 Months
22.81%
−0.02%
1 Year
15.74%
9.16%
3 Years
19.34%
15.25%
5 Years
—
10.25%
Since Inception
24.49%
11.62%
Fund Age
3 yrs 3 mo
7 yrs 3 mo
AUM
₹446.96 Cr
₹55.42 Cr
Alpha – 1 Year
11.02%
9.51%
Alpha – 3 Years
7.25%
6.25%
Information Ratio – 3 Years
0.86
0.85
Volatility – 1 Year
23.09%
16.48%
Volatility – 3 Years
17.79%
14.29%
Beta – 1 Year
1.11
0.90
Beta – 3 Years
0.93
0.91
Sharpe Ratio – 1 Year
0.51
0.29
Sharpe Ratio – 3 Years
0.79
0.70
Worst Rolling Year
19.32%
4.67%
Value at Worst Rolling Year
₹1.19 Cr
₹1.05 Cr
Deepest Drawdown
−18.72%
−15.77%
Recovery Period
46 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.74%
13.38%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 19% · S 80%
L 43% · M 13% · S 23%
Number of Stocks
30
89
Portfolio P/E
—
32.47
Top 5 Holdings
—
Mahindra & Mahindra Ltd · 11.76%
ICICI Pru Silver ETF · 9.36%
Reliance Industries Ltd · 5.46%
Cash & Cash Equivalent · 4.95%
Nippon India ETF Gold BeES · 3.01%
Top Sectors
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Others · 14.59%
Automobile and Auto Components · 13.45%
Fast Moving Consumer Goods · 10.94%
Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%