Portfolio Management Services (PMS)Compare Schemes
Himalaya - EverFlow India Opportunities vs Omni SuperNormal India
Add SchemeGrowth of ₹1 Crore
Himalaya - EverFlow India Opportunities
Omni SuperNormal India
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%
−0.29%
6 Months
22.81%
0.93%
1 Year
15.74%
—
3 Years
19.34%
—
5 Years
—
—
Since Inception
24.49%
−3.09%
Fund Age
3 yrs 3 mo
9 mo
AUM
₹446.96 Cr
₹37.25 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 38% · M 17% · S 45%
Number of Stocks
30
36
Portfolio P/E
—
11.34
Top 5 Holdings
—
Ircon International Ltd · 3.45%
Power Finance Corporation Ltd · 3.45%
PSP Projects Ltd · 3.45%
NHPC Ltd · 3.45%
PTC India Financial Services Ltd · 3.45%
Top Sectors
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Financial Services · 51.72%
Construction · 17.24%
Services · 10.35%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%