Portfolio Management Services (PMS)Compare Schemes
Himalaya - EverFlow India Opportunities vs Shree dynamic plan
Add SchemeGrowth of ₹1 Crore
Himalaya - EverFlow India Opportunities
Shree dynamic plan
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.85%
1.81%
6 Months
22.81%
1.04%
1 Year
15.74%
0.26%
3 Years
19.34%
5.24%
5 Years
—
—
Since Inception
24.49%
8.72%
Fund Age
3 yrs 3 mo
3 yrs 3 mo
AUM
₹446.96 Cr
₹10.49 Cr
Alpha – 1 Year
11.02%
−5.71%
Alpha – 3 Years
7.25%
−5.66%
Information Ratio – 3 Years
0.86
-0.42
Volatility – 1 Year
23.09%
12.03%
Volatility – 3 Years
17.79%
9.92%
Beta – 1 Year
1.11
1.11
Beta – 3 Years
0.93
1.06
Sharpe Ratio – 1 Year
0.51
-0.37
Sharpe Ratio – 3 Years
0.79
0.02
Worst Rolling Year
19.32%
4.93%
Value at Worst Rolling Year
₹1.19 Cr
₹1.05 Cr
Deepest Drawdown
−18.72%
−12.18%
Recovery Period
46 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.74%
6.41%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 19% · S 80%
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Number of Stocks
30
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
—
Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%