Portfolio Management Services (PMS)Compare Schemes
Himalaya - EverFlow India Opportunities vs QED Capital - Alphabets
Add SchemeGrowth of ₹1 Crore
Himalaya - EverFlow India Opportunities
QED Capital - Alphabets
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%
4.25%
6 Months
22.81%
7.44%
1 Year
15.74%
14.27%
3 Years
19.34%
13.32%
5 Years
—
10.94%
Since Inception
24.49%
15.43%
Fund Age
3 yrs 3 mo
5 yrs 4 mo
AUM
₹446.96 Cr
₹21.45 Cr
Alpha – 1 Year
11.02%
9.55%
Alpha – 3 Years
7.25%
1.23%
Information Ratio – 3 Years
0.86
0.37
Volatility – 1 Year
23.09%
12.68%
Volatility – 3 Years
17.79%
17.36%
Beta – 1 Year
1.11
0.58
Beta – 3 Years
0.93
0.73
Sharpe Ratio – 1 Year
0.51
0.70
Sharpe Ratio – 3 Years
0.79
0.70
Worst Rolling Year
19.32%
12.64%
Value at Worst Rolling Year
₹1.19 Cr
₹1.13 Cr
Deepest Drawdown
−18.72%
−26.06%
Recovery Period
46 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.74%
17.49%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 19% · S 80%
L 7% · M 28% · S 62%
Number of Stocks
30
—
Portfolio P/E
—
—
Top 5 Holdings
—
Syrma SGS Technology Ltd · 6.39%
Apar Industries Ltd · 5.62%
Karur Vysya Bank Ltd · 5.55%
Federal Bank Ltd · 5.48%
Cummins India Ltd · 5.31%
Top Sectors
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Financial Services · 34.27%
Capital Goods · 23.09%
Healthcare · 5.74%
Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%