Portfolio Management Services (PMS)Compare Schemes
Himalaya - EverFlow India Opportunities vs SageOne Large and Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Himalaya - EverFlow India Opportunities
SageOne Large and 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%
2.20%
6 Months
22.81%
6.00%
1 Year
15.74%
4.90%
3 Years
19.34%
18.50%
5 Years
—
—
Since Inception
24.49%
16.60%
Fund Age
3 yrs 3 mo
3 yrs
AUM
₹446.96 Cr
₹209.72 Cr
Alpha – 1 Year
11.02%
0.20%
Alpha – 3 Years
7.25%
6.40%
Information Ratio – 3 Years
0.86
1.16
Volatility – 1 Year
23.09%
19.79%
Volatility – 3 Years
17.79%
17.07%
Beta – 1 Year
1.11
1.06
Beta – 3 Years
0.93
1.05
Sharpe Ratio – 1 Year
0.51
0.07
Sharpe Ratio – 3 Years
0.79
0.81
Worst Rolling Year
19.32%
18.52%
Value at Worst Rolling Year
₹1.19 Cr
₹1.19 Cr
Deepest Drawdown
−18.72%
−19.68%
Recovery Period
46 days
230 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.74%
18.77%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
L 19% · S 80%
L 67% · M 33%
Number of Stocks
30
24
Portfolio P/E
—
40.00
Top 5 Holdings
—
Polycab India Ltd · 0.00%
Tube Investments of India Ltd · 0.00%
Trent Ltd · 0.00%
Eternal Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Top Sectors
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%