Portfolio Management Services (PMS)Compare Schemes
Himalaya - EverFlow India Opportunities vs Sameeksha - Equity Fund
Add SchemeGrowth of ₹1 Crore
Himalaya - EverFlow India Opportunities
Sameeksha - Equity Fund
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%
−0.38%
6 Months
22.81%
11.48%
1 Year
15.74%
7.29%
3 Years
19.34%
16.29%
5 Years
—
16.45%
Since Inception
24.49%
20.67%
Fund Age
3 yrs 3 mo
10 yrs 4 mo
AUM
₹446.96 Cr
₹1,333.94 Cr
Alpha – 1 Year
11.02%
2.57%
Alpha – 3 Years
7.25%
4.20%
Information Ratio – 3 Years
0.86
0.52
Volatility – 1 Year
23.09%
21.33%
Volatility – 3 Years
17.79%
16.22%
Beta – 1 Year
1.11
1.18
Beta – 3 Years
0.93
0.93
Sharpe Ratio – 1 Year
0.51
0.18
Sharpe Ratio – 3 Years
0.79
0.69
Worst Rolling Year
19.32%
-0.52%
Value at Worst Rolling Year
₹1.19 Cr
₹0.99 Cr
Deepest Drawdown
−18.72%
−19.36%
Recovery Period
46 days
122 days
1-Year Rolling Windows Positive
100.00%
98.89%
Median Rolling Year
21.74%
25.38%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 19% · S 80%
—
Number of Stocks
30
50
Portfolio P/E
—
21.52
Top 5 Holdings
—
ICICI Bank Ltd · 8.99%
ITC Ltd · 7.25%
Muthoot Finance Ltd · 6.57%
Top Sectors
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
—
Fixed Fee
—
0.05% / yr
Performance Fee / Plan
—
0% of profit
Exit Load (Y1 / Y2 / Y3)
—
3% / 0% / 0%