Portfolio Management Services (PMS)Compare Schemes
Himalaya - EverFlow India Opportunities vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Himalaya - EverFlow India Opportunities
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
Himalaya - EverFlow India Opportunities
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
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%
12.27%
6 Months
22.81%
−1.13%
1 Year
15.74%
6.59%
3 Years
19.34%
20.44%
5 Years
—
16.17%
Since Inception
24.49%
13.07%
Fund Age
3 yrs 3 mo
15 yrs 3 mo
AUM
₹446.96 Cr
—
Alpha – 1 Year
11.02%
6.87%
Alpha – 3 Years
7.25%
9.23%
Information Ratio – 3 Years
0.86
1.61
Volatility – 1 Year
23.09%
20.58%
Volatility – 3 Years
17.79%
16.59%
Beta – 1 Year
1.11
1.21
Beta – 3 Years
0.93
1.13
Sharpe Ratio – 1 Year
0.51
0.15
Sharpe Ratio – 3 Years
0.79
0.90
Worst Rolling Year
19.32%
13.98%
Value at Worst Rolling Year
₹1.19 Cr
₹1.14 Cr
Deepest Drawdown
−18.72%
−16.19%
Recovery Period
46 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.74%
19.62%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 19% · S 80%
L 73% · M 20% · S 7%
Number of Stocks
30
23
Portfolio P/E
—
35.58
Top 5 Holdings
—
Hitachi Energy India Ltd · 8.58%
Trent Ltd · 7.52%
Nippon Life India Asset Management Ltd · 6.80%
Reliance Industries Ltd · 5.93%
ICICI Bank Ltd · 5.40%
Top Sectors
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Financial Services · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1.5% / 1% / 0.5%