Portfolio Management Services (PMS)Compare Schemes
Himalaya - EverFlow India Opportunities vs Shepherds Hill - Value Magno
Add SchemeGrowth of ₹1 Crore
Himalaya - EverFlow India Opportunities
Shepherds Hill - Value Magno
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%
0.15%
6 Months
22.81%
5.44%
1 Year
15.74%
6.80%
3 Years
19.34%
17.32%
5 Years
—
18.10%
Since Inception
24.49%
16.54%
Fund Age
3 yrs 3 mo
11 yrs 1 mo
AUM
₹446.96 Cr
₹120.51 Cr
Alpha – 1 Year
11.02%
3.04%
Alpha – 3 Years
7.25%
6.42%
Information Ratio – 3 Years
0.86
0.53
Volatility – 1 Year
23.09%
13.99%
Volatility – 3 Years
17.79%
15.09%
Beta – 1 Year
1.11
0.76
Beta – 3 Years
0.93
0.68
Sharpe Ratio – 1 Year
0.51
0.16
Sharpe Ratio – 3 Years
0.79
0.86
Worst Rolling Year
19.32%
-18.71%
Value at Worst Rolling Year
₹1.19 Cr
₹0.81 Cr
Deepest Drawdown
−18.72%
−12.53%
Recovery Period
46 days
92 days
1-Year Rolling Windows Positive
100.00%
77.50%
Median Rolling Year
21.74%
19.23%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 19% · S 80%
L 15% · M 5% · S 66%
Number of Stocks
30
16
Portfolio P/E
—
—
Top 5 Holdings
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Top Sectors
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
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Fixed Fee
—
—
Performance Fee / Plan
—
22% of profit, above 6%
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%