Portfolio Management Services (PMS)Compare Schemes
Himalaya - EverFlow India Opportunities vs ORO - All Weather Portfolio
Add SchemeGrowth of ₹1 Crore
Himalaya - EverFlow India Opportunities
ORO - All Weather Portfolio
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%
−0.19%
6 Months
22.81%
−0.42%
1 Year
15.74%
−4.58%
3 Years
19.34%
16.32%
5 Years
—
13.17%
Since Inception
24.49%
13.94%
Fund Age
3 yrs 3 mo
6 yrs 6 mo
AUM
₹446.96 Cr
₹13.16 Cr
Alpha – 1 Year
11.02%
−7.56%
Alpha – 3 Years
7.25%
4.42%
Information Ratio – 3 Years
0.86
0.49
Volatility – 1 Year
23.09%
16.90%
Volatility – 3 Years
17.79%
17.54%
Beta – 1 Year
1.11
0.86
Beta – 3 Years
0.93
0.99
Sharpe Ratio – 1 Year
0.51
-0.52
Sharpe Ratio – 3 Years
0.79
0.69
Worst Rolling Year
19.32%
3.91%
Value at Worst Rolling Year
₹1.19 Cr
₹1.04 Cr
Deepest Drawdown
−18.72%
−19.46%
Recovery Period
46 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.74%
21.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 19% · S 80%
L 66% · M 23%
Number of Stocks
30
20
Portfolio P/E
—
20.74
Top 5 Holdings
—
State Bank of India · 6.08%
Hindalco Industries Ltd · 6.07%
Indian Bank · 5.89%
Bank of Baroda · 5.69%
Torrent Pharmaceuticals Ltd · 5.53%
Top Sectors
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%