Portfolio Management Services (PMS)Compare Schemes
Himalaya - EverFlow India Opportunities vs Pace - Secure
Add SchemeGrowth of ₹1 Crore
Himalaya - EverFlow India Opportunities
Pace - Secure
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.85%
−0.11%
6 Months
22.81%
2.89%
1 Year
15.74%
7.86%
3 Years
19.34%
10.62%
5 Years
—
10.19%
Since Inception
24.49%
9.46%
Fund Age
3 yrs 3 mo
5 yrs 7 mo
AUM
₹446.96 Cr
₹158.06 Cr
Alpha – 1 Year
11.02%
−1.70%
Alpha – 3 Years
7.25%
0.86%
Information Ratio – 3 Years
0.86
0.37
Volatility – 1 Year
23.09%
1.80%
Volatility – 3 Years
17.79%
3.43%
Beta – 1 Year
1.11
0.81
Beta – 3 Years
0.93
0.63
Sharpe Ratio – 1 Year
0.51
1.30
Sharpe Ratio – 3 Years
0.79
1.53
Worst Rolling Year
19.32%
8.14%
Value at Worst Rolling Year
₹1.19 Cr
₹1.08 Cr
Deepest Drawdown
−18.72%
—
Recovery Period
46 days
—
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.74%
11.61%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 19% · S 80%
—
Number of Stocks
30
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%