Portfolio Management Services (PMS)Compare Schemes
Himalaya - EverFlow India Opportunities vs SHREE RAMA MANAGERS - Shree Vriddhi Plan
Add SchemeGrowth of ₹1 Crore
Himalaya - EverFlow India Opportunities
SHREE RAMA MANAGERS - Shree Vriddhi Plan
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.85%
−3.00%
6 Months
22.81%
11.07%
1 Year
15.74%
9.25%
3 Years
19.34%
3.01%
5 Years
—
—
Since Inception
24.49%
10.50%
Fund Age
3 yrs 3 mo
4 yrs 2 mo
AUM
₹446.96 Cr
₹74.56 Cr
Alpha – 1 Year
11.02%
6.27%
Alpha – 3 Years
7.25%
−8.88%
Information Ratio – 3 Years
0.86
-0.48
Volatility – 1 Year
23.09%
15.51%
Volatility – 3 Years
17.79%
18.23%
Beta – 1 Year
1.11
0.71
Beta – 3 Years
0.93
0.88
Sharpe Ratio – 1 Year
0.51
0.29
Sharpe Ratio – 3 Years
0.79
-0.05
Worst Rolling Year
19.32%
3.02%
Value at Worst Rolling Year
₹1.19 Cr
₹1.03 Cr
Deepest Drawdown
−18.72%
−41.63%
Recovery Period
46 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.74%
9.99%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
L 19% · S 80%
—
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
—
0.90% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%