Portfolio Management Services (PMS)Compare Schemes
Himalaya - EverFlow India Opportunities vs QED Capital - Core Equity
Add SchemeGrowth of ₹1 Crore
Himalaya - EverFlow India Opportunities
QED Capital - Core Equity
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%
2.59%
6 Months
22.81%
−7.48%
1 Year
15.74%
2.63%
3 Years
19.34%
—
5 Years
—
—
Since Inception
24.49%
2.29%
Fund Age
3 yrs 3 mo
16 mo
AUM
₹446.96 Cr
₹10.89 Cr
Alpha – 1 Year
11.02%
−2.09%
Alpha – 3 Years
7.25%
—
Information Ratio – 3 Years
0.86
—
Volatility – 1 Year
23.09%
13.82%
Volatility – 3 Years
17.79%
—
Beta – 1 Year
1.11
0.65
Beta – 3 Years
0.93
—
Sharpe Ratio – 1 Year
0.51
-0.12
Sharpe Ratio – 3 Years
0.79
—
Worst Rolling Year
19.32%
—
Value at Worst Rolling Year
₹1.19 Cr
—
Deepest Drawdown
−18.72%
−13.29%
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 47% · M 38%
Number of Stocks
30
—
Portfolio P/E
—
—
Top 5 Holdings
—
Motilal Oswal Nifty Midcap150 Momentum 50 ETF · 4.69%
Zerodha Nifty 1D Rate Liquid ETF · 3.67%
Mahindra & Mahindra Financial Services Ltd · 3.59%
Federal Bank Ltd · 3.57%
Eicher Motors Ltd · 3.33%
Top Sectors
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Financial Services · 27.53%
Metals & Mining · 15.36%
Others · 13.81%
Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%