Portfolio Management Services (PMS)Compare Schemes
Himalaya - EverFlow India Opportunities vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Himalaya - EverFlow India Opportunities
Sanctum Wealth - Indian Olympians
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.85%
1.47%
6 Months
22.81%
5.42%
1 Year
15.74%
9.64%
3 Years
19.34%
10.36%
5 Years
—
7.75%
Since Inception
24.49%
11.08%
Fund Age
3 yrs 3 mo
9 yrs 11 mo
AUM
₹446.96 Cr
₹66.05 Cr
Alpha – 1 Year
11.02%
9.99%
Alpha – 3 Years
7.25%
1.36%
Information Ratio – 3 Years
0.86
0.51
Volatility – 1 Year
23.09%
17.05%
Volatility – 3 Years
17.79%
14.23%
Beta – 1 Year
1.11
1.05
Beta – 3 Years
0.93
1.00
Sharpe Ratio – 1 Year
0.51
0.31
Sharpe Ratio – 3 Years
0.79
0.40
Worst Rolling Year
19.32%
0.57%
Value at Worst Rolling Year
₹1.19 Cr
₹1.01 Cr
Deepest Drawdown
−18.72%
−17.08%
Recovery Period
46 days
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
21.74%
11.79%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 19% · S 80%
L 84% · M 12%
Number of Stocks
30
23
Portfolio P/E
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Top 5 Holdings
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ICICI Bank Ltd · 8.67%
Reliance Industries Ltd · 7.12%
HDFC Bank Ltd · 5.46%
Bajaj Finance Ltd · 5.30%
Bharti Airtel Ltd · 5.01%
Top Sectors
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
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Fixed Fee
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Performance Fee / Plan
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Exit Load (Y1 / Y2 / Y3)
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