Portfolio Management Services (PMS)Compare Schemes
Himalaya - EverFlow India Opportunities vs NARNOLIA LARGE CAP STRATEGY
Add SchemeGrowth of ₹1 Crore
Himalaya - EverFlow India Opportunities
NARNOLIA LARGE CAP 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%
−1.51%
6 Months
22.81%
−2.49%
1 Year
15.74%
1.85%
3 Years
19.34%
12.22%
5 Years
—
8.68%
Since Inception
24.49%
15.27%
Fund Age
3 yrs 3 mo
14 yrs 5 mo
AUM
₹446.96 Cr
₹116.22 Cr
Alpha – 1 Year
11.02%
2.20%
Alpha – 3 Years
7.25%
3.22%
Information Ratio – 3 Years
0.86
0.70
Volatility – 1 Year
23.09%
18.13%
Volatility – 3 Years
17.79%
15.25%
Beta – 1 Year
1.11
1.12
Beta – 3 Years
0.93
1.06
Sharpe Ratio – 1 Year
0.51
-0.09
Sharpe Ratio – 3 Years
0.79
0.50
Worst Rolling Year
19.32%
-2.08%
Value at Worst Rolling Year
₹1.19 Cr
₹0.98 Cr
Deepest Drawdown
−18.72%
−15.14%
Recovery Period
46 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.45%
Median Rolling Year
21.74%
15.70%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 19% · S 80%
L 86% · M 7% · S 3%
Number of Stocks
30
21
Portfolio P/E
—
29.25
Top 5 Holdings
—
Mahindra & Mahindra Ltd · 9.39%
State Bank of India · 8.94%
ICICI Bank Ltd · 7.71%
HDFC Bank Ltd · 7.49%
Larsen & Toubro Ltd · 5.93%
Top Sectors
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Financial Services · 36.32%
Automobile and Auto Components · 12.08%
Consumer Services · 11.13%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%