Portfolio Management Services (PMS)Compare Schemes
Himalaya - EverFlow India Opportunities vs Omni Capital Creators
Add SchemeGrowth of ₹1 Crore
Himalaya - EverFlow India Opportunities
Omni Capital Creators
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%
−2.47%
6 Months
22.81%
−1.56%
1 Year
15.74%
—
3 Years
19.34%
—
5 Years
—
—
Since Inception
24.49%
−2.89%
Fund Age
3 yrs 3 mo
8 mo
AUM
₹446.96 Cr
₹2.38 Cr
Alpha – 1 Year
11.02%
—
Alpha – 3 Years
7.25%
—
Information Ratio – 3 Years
0.86
—
Volatility – 1 Year
23.09%
—
Volatility – 3 Years
17.79%
—
Beta – 1 Year
1.11
—
Beta – 3 Years
0.93
—
Sharpe Ratio – 1 Year
0.51
—
Sharpe Ratio – 3 Years
0.79
—
Worst Rolling Year
19.32%
—
Value at Worst Rolling Year
₹1.19 Cr
—
Deepest Drawdown
−18.72%
—
Recovery Period
46 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
21.74%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 19% · S 80%
L 46% · M 14% · S 41%
Number of Stocks
30
19
Portfolio P/E
—
7.75
Top 5 Holdings
—
Axis Bank Ltd · 6.00%
Union Bank of India · 5.00%
Can Fin Homes Ltd · 5.00%
REC Ltd · 5.00%
RBL Bank Ltd · 5.00%
Top Sectors
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Financial Services · 92.50%
Power · 4.00%
Services · 3.50%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%