Portfolio Management Services (PMS)Compare Schemes
Himalaya - EverFlow India Opportunities vs Sowilo Multicap Fund
Add SchemeGrowth of ₹1 Crore
Himalaya - EverFlow India Opportunities
Sowilo Multicap Fund
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%
3.12%
6 Months
22.81%
20.18%
1 Year
15.74%
17.30%
3 Years
19.34%
18.32%
5 Years
—
—
Since Inception
24.49%
21.17%
Fund Age
3 yrs 3 mo
3 yrs 2 mo
AUM
₹446.96 Cr
₹171.55 Cr
Alpha – 1 Year
11.02%
12.58%
Alpha – 3 Years
7.25%
6.23%
Information Ratio – 3 Years
0.86
0.82
Volatility – 1 Year
23.09%
24.39%
Volatility – 3 Years
17.79%
21.61%
Beta – 1 Year
1.11
1.30
Beta – 3 Years
0.93
1.25
Sharpe Ratio – 1 Year
0.51
0.55
Sharpe Ratio – 3 Years
0.79
0.70
Worst Rolling Year
19.32%
18.30%
Value at Worst Rolling Year
₹1.19 Cr
₹1.18 Cr
Deepest Drawdown
−18.72%
−26.88%
Recovery Period
46 days
487 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.74%
19.41%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
L 19% · S 80%
L 4% · M 4% · S 88%
Number of Stocks
30
82
Portfolio P/E
—
—
Top 5 Holdings
—
IIFL Finance Ltd · 3.93%
JK Tyre & Industries Ltd · 3.53%
Landmark Cars Ltd · 3.00%
Redington Ltd · 3.00%
Biocon Ltd · 2.94%
Top Sectors
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
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Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%