Portfolio Management Services (PMS)Compare Schemes
Himalaya - EverFlow India Opportunities vs NAFA CLEAN TECH PORTFOLIO
Add SchemeGrowth of ₹1 Crore
Himalaya - EverFlow India Opportunities
NAFA CLEAN TECH PORTFOLIO
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.85%
−2.26%
6 Months
22.81%
9.35%
1 Year
15.74%
10.43%
3 Years
19.34%
15.16%
5 Years
—
—
Since Inception
24.49%
21.24%
Fund Age
3 yrs 3 mo
4 yrs 11 mo
AUM
₹446.96 Cr
₹16.88 Cr
Alpha – 1 Year
11.02%
8.57%
Alpha – 3 Years
7.25%
3.08%
Information Ratio – 3 Years
0.86
0.34
Volatility – 1 Year
23.09%
33.08%
Volatility – 3 Years
17.79%
27.65%
Beta – 1 Year
1.11
1.54
Beta – 3 Years
0.93
1.38
Sharpe Ratio – 1 Year
0.51
0.28
Sharpe Ratio – 3 Years
0.79
0.51
Worst Rolling Year
19.32%
12.88%
Value at Worst Rolling Year
₹1.19 Cr
₹1.13 Cr
Deepest Drawdown
−18.72%
−32.66%
Recovery Period
46 days
436 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.74%
24.61%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
L 19% · S 80%
L 9% · M 17% · S 71%
Number of Stocks
30
16
Portfolio P/E
—
48.24
Top 5 Holdings
—
—
Top Sectors
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%