Portfolio Management Services (PMS)Compare Schemes
Himalaya - EverFlow India Opportunities vs Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
Add SchemeGrowth of ₹1 Crore
Himalaya - EverFlow India Opportunities
Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
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%
0.95%
6 Months
22.81%
11.98%
1 Year
15.74%
18.12%
3 Years
19.34%
18.24%
5 Years
—
—
Since Inception
24.49%
20.21%
Fund Age
3 yrs 3 mo
4 yrs 8 mo
AUM
₹446.96 Cr
₹424.87 Cr
Alpha – 1 Year
11.02%
13.40%
Alpha – 3 Years
7.25%
6.15%
Information Ratio – 3 Years
0.86
0.85
Volatility – 1 Year
23.09%
22.44%
Volatility – 3 Years
17.79%
19.69%
Beta – 1 Year
1.11
1.22
Beta – 3 Years
0.93
1.10
Sharpe Ratio – 1 Year
0.51
0.61
Sharpe Ratio – 3 Years
0.79
0.80
Worst Rolling Year
19.32%
18.24%
Value at Worst Rolling Year
₹1.19 Cr
₹1.18 Cr
Deepest Drawdown
−18.72%
−25.57%
Recovery Period
46 days
337 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.74%
24.33%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 19% · S 80%
M 1% · S 89%
Number of Stocks
30
30
Portfolio P/E
—
23.45
Top 5 Holdings
—
Cash & Cash Equivalent · 10.09%
Fiem Industries Ltd · 8.51%
Sharda Cropchem Ltd · 6.85%
Voltamp Transformers Ltd · 5.56%
eClerx Services Ltd · 5.19%
Top Sectors
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Automobile and Auto Components · 22.37%
Financial Services · 17.60%
Capital Goods · 10.98%
Fixed Fee
—
2.25% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%