Portfolio Management Services (PMS)Compare Schemes
Himalaya - EverFlow India Opportunities vs Systamatix - Dynamic Investment
Add SchemeGrowth of ₹1 Crore
Himalaya - EverFlow India Opportunities
Systamatix - Dynamic Investment
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%
7.60%
6 Months
22.81%
26.61%
1 Year
15.74%
33.69%
3 Years
19.34%
25.74%
5 Years
—
21.83%
Since Inception
24.49%
—
Fund Age
3 yrs 3 mo
8 yrs 4 mo
AUM
₹446.96 Cr
₹158.52 Cr
Alpha – 1 Year
11.02%
29.93%
Alpha – 3 Years
7.25%
14.85%
Information Ratio – 3 Years
0.86
1.52
Volatility – 1 Year
23.09%
19.82%
Volatility – 3 Years
17.79%
19.44%
Beta – 1 Year
1.11
1.03
Beta – 3 Years
0.93
1.06
Sharpe Ratio – 1 Year
0.51
1.29
Sharpe Ratio – 3 Years
0.79
1.16
Worst Rolling Year
19.32%
—
Value at Worst Rolling Year
₹1.19 Cr
—
Deepest Drawdown
−18.72%
—
Recovery Period
46 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
21.74%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 19% · S 80%
L 31% · M 28% · S 38%
Number of Stocks
30
20
Portfolio P/E
—
—
Top 5 Holdings
—
National Aluminium Company Ltd · 8.01%
Indian Railway Catering & Tourism Corporation Ltd · 6.71%
Steel Authority of India Ltd · 6.17%
Triveni Engineering and Industries Ltd · 5.89%
Vedanta Ltd · 5.78%
Top Sectors
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%