Portfolio Management Services (PMS)Compare Schemes
Himalaya - EverFlow India Opportunities vs Sundaram Alternate - VOYAGER
Add SchemeGrowth of ₹1 Crore
Himalaya - EverFlow India Opportunities
Sundaram Alternate - VOYAGER
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.85%
4.52%
6 Months
22.81%
24.02%
1 Year
15.74%
36.06%
3 Years
19.34%
24.43%
5 Years
—
16.10%
Since Inception
24.49%
15.98%
Fund Age
3 yrs 3 mo
14 yrs 10 mo
AUM
₹446.96 Cr
₹214.08 Cr
Alpha – 1 Year
11.02%
31.34%
Alpha – 3 Years
7.25%
12.34%
Information Ratio – 3 Years
0.86
1.07
Volatility – 1 Year
23.09%
26.85%
Volatility – 3 Years
17.79%
19.70%
Beta – 1 Year
1.11
1.34
Beta – 3 Years
0.93
1.03
Sharpe Ratio – 1 Year
0.51
1.08
Sharpe Ratio – 3 Years
0.79
0.96
Worst Rolling Year
19.32%
-9.81%
Value at Worst Rolling Year
₹1.19 Cr
₹0.90 Cr
Deepest Drawdown
−18.72%
−18.65%
Recovery Period
46 days
63 days
1-Year Rolling Windows Positive
100.00%
90.43%
Median Rolling Year
21.74%
15.98%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 19% · S 80%
L 40% · M 33% · S 24%
Number of Stocks
30
31
Portfolio P/E
—
42.55
Top 5 Holdings
—
MTAR Technologies Ltd · 6.82%
GE Vernova T&D India Ltd · 5.77%
Cholamandalam Investment & Finance Company Ltd · 4.85%
Neuland Laboratories Ltd · 4.41%
CreditAccess Grameen Ltd · 4.30%
Top Sectors
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Capital Goods · 34.04%
Financial Services · 24.92%
Healthcare · 11.22%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%