Portfolio Management Services (PMS)Compare Schemes
Himalaya - EverFlow India Opportunities vs Renaissance - Indianext Portfolio
Add SchemeGrowth of ₹1 Crore
Himalaya - EverFlow India Opportunities
Renaissance - Indianext Portfolio
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%
2.69%
6 Months
22.81%
5.24%
1 Year
15.74%
2.85%
3 Years
19.34%
13.52%
5 Years
—
17.79%
Since Inception
24.49%
13.89%
Fund Age
3 yrs 3 mo
8 yrs 4 mo
AUM
₹446.96 Cr
₹921.15 Cr
Alpha – 1 Year
11.02%
−1.87%
Alpha – 3 Years
7.25%
1.43%
Information Ratio – 3 Years
0.86
0.23
Volatility – 1 Year
23.09%
18.02%
Volatility – 3 Years
17.79%
16.70%
Beta – 1 Year
1.11
0.99
Beta – 3 Years
0.93
0.99
Sharpe Ratio – 1 Year
0.51
-0.03
Sharpe Ratio – 3 Years
0.79
0.54
Worst Rolling Year
19.32%
-0.29%
Value at Worst Rolling Year
₹1.19 Cr
₹1.00 Cr
Deepest Drawdown
−18.72%
−22.85%
Recovery Period
46 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.64%
Median Rolling Year
21.74%
23.46%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 19% · S 80%
L 34% · M 28% · S 35%
Number of Stocks
30
35
Portfolio P/E
—
24.73
Top 5 Holdings
—
HDFC Bank Ltd · 7.09%
Federal Bank Ltd · 5.30%
City Union Bank Ltd · 4.71%
One 97 Communications Ltd · 4.56%
Mahindra & Mahindra Financial Services Ltd · 4.47%
Top Sectors
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Financial Services · 35.13%
Information Technology · 15.47%
Automobile and Auto Components · 10.10%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 1% / 0%