Portfolio Management Services (PMS)Compare Schemes
Himalaya - EverFlow India Opportunities vs Pelican PE fund
Add SchemeGrowth of ₹1 Crore
Himalaya - EverFlow India Opportunities
Pelican PE fund
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%
−1.39%
6 Months
22.81%
−2.47%
1 Year
15.74%
1.15%
3 Years
19.34%
8.53%
5 Years
—
8.38%
Since Inception
24.49%
10.13%
Fund Age
3 yrs 3 mo
8 yrs 2 mo
AUM
₹446.96 Cr
₹52.94 Cr
Alpha – 1 Year
11.02%
1.50%
Alpha – 3 Years
7.25%
−0.47%
Information Ratio – 3 Years
0.86
-0.50
Volatility – 1 Year
23.09%
18.43%
Volatility – 3 Years
17.79%
14.27%
Beta – 1 Year
1.11
1.13
Beta – 3 Years
0.93
0.99
Sharpe Ratio – 1 Year
0.51
-0.13
Sharpe Ratio – 3 Years
0.79
0.15
Worst Rolling Year
19.32%
7.57%
Value at Worst Rolling Year
₹1.19 Cr
₹1.08 Cr
Deepest Drawdown
−18.72%
−16.90%
Recovery Period
46 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.74%
12.70%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 19% · S 80%
L 64% · M 27% · S 1%
Number of Stocks
30
10
Portfolio P/E
—
46.08
Top 5 Holdings
—
Motilal Oswal Nifty Midcap 100 ETF · 22.71%
Maruti Suzuki India Ltd · 10.81%
Nippon India ETF Nifty 50 BeES · 9.02%
Larsen & Toubro Ltd · 8.93%
Bajaj Finance Ltd · 8.55%
Top Sectors
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Financial Services · 25.99%
Automobile and Auto Components · 20.32%
Construction · 9.39%
Fixed Fee
—
1.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%