Portfolio Management Services (PMS)Compare Schemes
Himalaya - EverFlow India Opportunities vs Narnolia - MultiCap Strategy
Add SchemeGrowth of ₹1 Crore
Himalaya - EverFlow India Opportunities
Narnolia - MultiCap Strategy
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.85%
−0.96%
6 Months
22.81%
0.48%
1 Year
15.74%
5.92%
3 Years
19.34%
7.42%
5 Years
—
7.02%
Since Inception
24.49%
14.49%
Fund Age
3 yrs 3 mo
14 yrs 5 mo
AUM
₹446.96 Cr
₹332.27 Cr
Alpha – 1 Year
11.02%
6.27%
Alpha – 3 Years
7.25%
−1.58%
Information Ratio – 3 Years
0.86
-0.22
Volatility – 1 Year
23.09%
17.19%
Volatility – 3 Years
17.79%
15.80%
Beta – 1 Year
1.11
1.07
Beta – 3 Years
0.93
1.06
Sharpe Ratio – 1 Year
0.51
0.12
Sharpe Ratio – 3 Years
0.79
0.21
Worst Rolling Year
19.32%
-8.23%
Value at Worst Rolling Year
₹1.19 Cr
₹0.92 Cr
Deepest Drawdown
−18.72%
−19.80%
Recovery Period
46 days
265 days
1-Year Rolling Windows Positive
100.00%
95.19%
Median Rolling Year
21.74%
13.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 19% · S 80%
L 58% · M 13% · S 28%
Number of Stocks
30
27
Portfolio P/E
—
36.45
Top 5 Holdings
—
State Bank of India · 7.90%
Mahindra & Mahindra Ltd · 7.67%
HDFC Bank Ltd · 6.51%
Larsen & Toubro Ltd · 5.65%
Reliance Industries Ltd · 5.51%
Top Sectors
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Financial Services · 33.32%
Automobile and Auto Components · 15.10%
Fast Moving Consumer Goods · 7.43%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%