Portfolio Management Services (PMS)Compare Schemes
Himalaya - EverFlow India Opportunities vs ORO-Alpha Value
Add SchemeGrowth of ₹1 Crore
Himalaya - EverFlow India Opportunities
ORO-Alpha Value
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%
0.44%
6 Months
22.81%
5.47%
1 Year
15.74%
6.35%
3 Years
19.34%
—
5 Years
—
—
Since Inception
24.49%
6.04%
Fund Age
3 yrs 3 mo
3 yrs 8 mo
AUM
₹446.96 Cr
₹1.28 Cr
Alpha – 1 Year
11.02%
3.37%
Alpha – 3 Years
7.25%
—
Information Ratio – 3 Years
0.86
—
Volatility – 1 Year
23.09%
17.26%
Volatility – 3 Years
17.79%
15.80%
Beta – 1 Year
1.11
0.95
Beta – 3 Years
0.93
—
Sharpe Ratio – 1 Year
0.51
0.12
Sharpe Ratio – 3 Years
0.79
0.10
Worst Rolling Year
19.32%
—
Value at Worst Rolling Year
₹1.19 Cr
—
Deepest Drawdown
−18.72%
−17.83%
Recovery Period
46 days
Not yet recovered
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 42% · M 17% · S 27%
Number of Stocks
30
24
Portfolio P/E
—
39.38
Top 5 Holdings
—
Mahindra & Mahindra Ltd · 6.79%
Nippon India ETF Gold BeES · 6.33%
Kotak Mahindra Bank Ltd · 5.84%
HCL Technologies Ltd · 5.43%
HDFC Bank Ltd · 4.99%
Top Sectors
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Financial Services · 16.94%
Capital Goods · 13.40%
Healthcare · 11.01%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%