Portfolio Management Services (PMS)Compare Schemes
Himalaya - EverFlow India Opportunities vs Tamohara - TIOS
Add SchemeGrowth of ₹1 Crore
Himalaya - EverFlow India Opportunities
Tamohara - TIOS
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%
3.29%
6 Months
22.81%
14.68%
1 Year
15.74%
11.65%
3 Years
19.34%
7.09%
5 Years
—
8.41%
Since Inception
24.49%
10.45%
Fund Age
3 yrs 3 mo
10 yrs 5 mo
AUM
₹446.96 Cr
₹24.48 Cr
Alpha – 1 Year
11.02%
12.00%
Alpha – 3 Years
7.25%
−1.90%
Information Ratio – 3 Years
0.86
-0.12
Volatility – 1 Year
23.09%
20.48%
Volatility – 3 Years
17.79%
16.32%
Beta – 1 Year
1.11
1.11
Beta – 3 Years
0.93
1.00
Sharpe Ratio – 1 Year
0.51
0.36
Sharpe Ratio – 3 Years
0.79
0.15
Worst Rolling Year
19.32%
-5.06%
Value at Worst Rolling Year
₹1.19 Cr
₹0.95 Cr
Deepest Drawdown
−18.72%
−24.00%
Recovery Period
46 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
92.00%
Median Rolling Year
21.74%
9.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 19% · S 80%
L 41% · M 5% · S 35%
Number of Stocks
30
31
Portfolio P/E
—
28.34
Top 5 Holdings
—
Other Funds · 14.39%
Bharti Airtel Ltd · 6.81%
HDFC Bank Ltd · 6.63%
Reliance Industries Ltd · 5.02%
Shivalik Bimetal Controls Ltd · 4.45%
Top Sectors
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Financial Services · 23.90%
Capital Goods · 12.70%
Fast Moving Consumer Goods · 8.38%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / – / –