Portfolio Management Services (PMS)Compare Schemes
Himalaya - EverFlow India Opportunities vs Phillip Ethical India Portfolio
Add SchemeGrowth of ₹1 Crore
Himalaya - EverFlow India Opportunities
Phillip Ethical India Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.85%
3.05%
6 Months
22.81%
16.92%
1 Year
15.74%
10.56%
3 Years
19.34%
6.67%
5 Years
—
7.52%
Since Inception
24.49%
10.84%
Fund Age
3 yrs 3 mo
8 yrs 8 mo
AUM
₹446.96 Cr
₹10.35 Cr
Alpha – 1 Year
11.02%
5.86%
Alpha – 3 Years
7.25%
−4.55%
Information Ratio – 3 Years
0.86
-0.70
Volatility – 1 Year
23.09%
20.12%
Volatility – 3 Years
17.79%
17.20%
Beta – 1 Year
1.11
1.04
Beta – 3 Years
0.93
0.98
Sharpe Ratio – 1 Year
0.51
0.33
Sharpe Ratio – 3 Years
0.79
0.11
Worst Rolling Year
19.32%
4.20%
Value at Worst Rolling Year
₹1.19 Cr
₹1.04 Cr
Deepest Drawdown
−18.72%
−24.72%
Recovery Period
46 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.74%
14.71%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 19% · S 80%
L 14% · M 44% · S 40%
Number of Stocks
30
21
Portfolio P/E
—
51.26
Top 5 Holdings
—
Uno Minda Ltd · 7.68%
Himadri Speciality Chemical Ltd · 6.68%
Coforge Ltd · 6.15%
Garware Hi Tech Films Ltd · 6.12%
KEI Industries Ltd · 5.84%
Top Sectors
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Capital Goods · 33.82%
Automobile and Auto Components · 17.29%
Chemicals · 17.05%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%