Portfolio Management Services (PMS)Compare Schemes
Himalaya - EverFlow India Opportunities vs Quest Investment Managers – Flagship
Add SchemeGrowth of ₹1 Crore
Himalaya - EverFlow India Opportunities
Quest Investment Managers – Flagship
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%
6.42%
6 Months
22.81%
15.63%
1 Year
15.74%
0.27%
3 Years
19.34%
12.69%
5 Years
—
8.81%
Since Inception
24.49%
15.48%
Fund Age
3 yrs 3 mo
18 yrs 10 mo
AUM
₹446.96 Cr
₹406.27 Cr
Alpha – 1 Year
11.02%
−4.45%
Alpha – 3 Years
7.25%
0.61%
Information Ratio – 3 Years
0.86
0.21
Volatility – 1 Year
23.09%
22.89%
Volatility – 3 Years
17.79%
19.09%
Beta – 1 Year
1.11
1.13
Beta – 3 Years
0.93
1.05
Sharpe Ratio – 1 Year
0.51
-0.11
Sharpe Ratio – 3 Years
0.79
0.45
Worst Rolling Year
19.32%
-10.83%
Value at Worst Rolling Year
₹1.19 Cr
₹0.89 Cr
Deepest Drawdown
−18.72%
−31.17%
Recovery Period
46 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
91.19%
Median Rolling Year
21.74%
17.32%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 19% · S 80%
L 28% · M 26% · S 45%
Number of Stocks
30
29
Portfolio P/E
—
38.78
Top 5 Holdings
—
Eternal Ltd · 7.83%
Piramal Pharma Ltd · 7.40%
Viyash Scientific Ltd · 6.22%
Coforge Ltd · 6.21%
Samhi Hotels Ltd · 4.95%
Top Sectors
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Consumer Services · 22.99%
Financial Services · 16.79%
Healthcare · 16.78%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%