Portfolio Management Services (PMS)Compare Schemes
Himalaya - EverFlow India Opportunities vs MRG Capital - Wealth Maximizer
Add SchemeGrowth of ₹1 Crore
Himalaya - EverFlow India Opportunities
MRG Capital - Wealth Maximizer
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%
−0.03%
6 Months
22.81%
1.95%
1 Year
15.74%
9.19%
3 Years
19.34%
16.93%
5 Years
—
11.74%
Since Inception
24.49%
12.55%
Fund Age
3 yrs 3 mo
7 yrs 3 mo
AUM
₹446.96 Cr
₹17.39 Cr
Alpha – 1 Year
11.02%
9.54%
Alpha – 3 Years
7.25%
7.93%
Information Ratio – 3 Years
0.86
0.83
Volatility – 1 Year
23.09%
16.46%
Volatility – 3 Years
17.79%
13.48%
Beta – 1 Year
1.11
0.82
Beta – 3 Years
0.93
0.74
Sharpe Ratio – 1 Year
0.51
0.29
Sharpe Ratio – 3 Years
0.79
0.84
Worst Rolling Year
19.32%
3.01%
Value at Worst Rolling Year
₹1.19 Cr
₹1.03 Cr
Deepest Drawdown
−18.72%
−16.15%
Recovery Period
46 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.74%
16.02%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 19% · S 80%
L 27% · M 18% · S 26%
Number of Stocks
30
53
Portfolio P/E
—
33.46
Top 5 Holdings
—
ICICI Pru Silver ETF · 10.30%
Cash & Cash Equivalent · 9.45%
Bharti Airtel Ltd · 5.71%
ITC Ltd · 5.46%
Ashiana Housing Ltd · 4.67%
Top Sectors
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Others · 17.81%
Financial Services · 13.79%
Fast Moving Consumer Goods · 13.66%
Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%