Portfolio Management Services (PMS)Compare Schemes
Himalaya - EverFlow India Opportunities vs Profusion Multi Strategy PMS
Add SchemeGrowth of ₹1 Crore
Himalaya - EverFlow India Opportunities
Profusion Multi Strategy PMS
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%
0.32%
6 Months
22.81%
4.47%
1 Year
15.74%
−9.70%
3 Years
19.34%
—
5 Years
—
—
Since Inception
24.49%
13.40%
Fund Age
3 yrs 3 mo
2 yrs 8 mo
AUM
₹446.96 Cr
₹11.72 Cr
Alpha – 1 Year
11.02%
−4.20%
Alpha – 3 Years
7.25%
—
Information Ratio – 3 Years
0.86
—
Volatility – 1 Year
23.09%
9.16%
Volatility – 3 Years
17.79%
—
Beta – 1 Year
1.11
0.51
Beta – 3 Years
0.93
—
Sharpe Ratio – 1 Year
0.51
-1.67
Sharpe Ratio – 3 Years
0.79
—
Worst Rolling Year
19.32%
—
Value at Worst Rolling Year
₹1.19 Cr
—
Deepest Drawdown
−18.72%
−14.15%
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 17% · M 21% · S 9%
Number of Stocks
30
—
Portfolio P/E
—
—
Top 5 Holdings
—
Grasim Industries Ltd · 5.70%
Karnataka Bank Ltd · 4.60%
Mahindra & Mahindra Ltd · 4.50%
Piramal Enterprises Limited · 3.80%
Karur Vysya Bank Ltd · 3.80%
Top Sectors
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Financial Services · 14.50%
Construction Materials · 7.40%
Automobile and Auto Components · 4.50%
Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%