Portfolio Management Services (PMS)Compare Schemes
Himalaya - EverFlow India Opportunities vs Renaissance - Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Himalaya - EverFlow India Opportunities
Renaissance - Midcap 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%
3.30%
6 Months
22.81%
9.86%
1 Year
15.74%
0.86%
3 Years
19.34%
8.29%
5 Years
—
15.11%
Since Inception
24.49%
11.40%
Fund Age
3 yrs 3 mo
8 yrs 7 mo
AUM
₹446.96 Cr
₹119.22 Cr
Alpha – 1 Year
11.02%
1.21%
Alpha – 3 Years
7.25%
−0.71%
Information Ratio – 3 Years
0.86
-0.05
Volatility – 1 Year
23.09%
21.27%
Volatility – 3 Years
17.79%
19.22%
Beta – 1 Year
1.11
1.20
Beta – 3 Years
0.93
1.19
Sharpe Ratio – 1 Year
0.51
-0.10
Sharpe Ratio – 3 Years
0.79
0.25
Worst Rolling Year
19.32%
0.71%
Value at Worst Rolling Year
₹1.19 Cr
₹1.01 Cr
Deepest Drawdown
−18.72%
−29.07%
Recovery Period
46 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.76%
Median Rolling Year
21.74%
19.48%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 19% · S 80%
L 2% · M 52% · S 44%
Number of Stocks
30
33
Portfolio P/E
—
31.12
Top 5 Holdings
—
Federal Bank Ltd · 5.56%
Gland Pharma Ltd · 5.47%
One 97 Communications Ltd · 5.31%
Coforge Ltd · 5.20%
Mahindra & Mahindra Financial Services Ltd · 4.96%
Top Sectors
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Financial Services · 30.58%
Information Technology · 20.15%
Consumer Services · 14.04%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 1% / 0%