Portfolio Management Services (PMS)Compare Schemes
Himalaya - EverFlow India Opportunities vs Purnartha One Strategy
Add SchemeGrowth of ₹1 Crore
Himalaya - EverFlow India Opportunities
Purnartha One Strategy
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%
−1.07%
6 Months
22.81%
4.90%
1 Year
15.74%
8.20%
3 Years
19.34%
—
5 Years
—
—
Since Inception
24.49%
8.35%
Fund Age
3 yrs 3 mo
2 yrs 11 mo
AUM
₹446.96 Cr
₹5.79 Cr
Alpha – 1 Year
11.02%
1.34%
Alpha – 3 Years
7.25%
—
Information Ratio – 3 Years
0.86
—
Volatility – 1 Year
23.09%
14.87%
Volatility – 3 Years
17.79%
11.97%
Beta – 1 Year
1.11
1.50
Beta – 3 Years
0.93
—
Sharpe Ratio – 1 Year
0.51
0.25
Sharpe Ratio – 3 Years
0.79
0.34
Worst Rolling Year
19.32%
—
Value at Worst Rolling Year
₹1.19 Cr
—
Deepest Drawdown
−18.72%
−10.35%
Recovery Period
46 days
92 days
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 23% · M 8% · S 15%
Number of Stocks
30
—
Portfolio P/E
—
20.01
Top 5 Holdings
—
Max Healthcare Institute Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Lloyds Metals & Energy Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Coforge Ltd · 0.00%
Top Sectors
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%