Portfolio Management Services (PMS)Compare Schemes
Himalaya - EverFlow India Opportunities vs Tcg India Investment Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Himalaya - EverFlow India Opportunities
Tcg India Investment Opportunities Portfolio
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%
4.64%
6 Months
22.81%
20.32%
1 Year
15.74%
29.93%
3 Years
19.34%
—
5 Years
—
—
Since Inception
24.49%
15.24%
Fund Age
3 yrs 3 mo
1 yr 9 mo
AUM
₹446.96 Cr
₹3.17 Cr
Alpha – 1 Year
11.02%
25.21%
Alpha – 3 Years
7.25%
—
Information Ratio – 3 Years
0.86
—
Volatility – 1 Year
23.09%
24.54%
Volatility – 3 Years
17.79%
—
Beta – 1 Year
1.11
1.19
Beta – 3 Years
0.93
—
Sharpe Ratio – 1 Year
0.51
0.97
Sharpe Ratio – 3 Years
0.79
—
Worst Rolling Year
19.32%
—
Value at Worst Rolling Year
₹1.19 Cr
—
Deepest Drawdown
−18.72%
−12.48%
Recovery Period
46 days
Not yet recovered
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 28% · M 19% · S 50%
Number of Stocks
30
36
Portfolio P/E
—
71.00
Top 5 Holdings
—
Welspun Corp Ltd · 4.98%
GE Vernova T&D India Ltd · 4.59%
Reliance Industries Ltd · 4.58%
Larsen & Toubro Ltd · 4.42%
Hitachi Energy India Ltd · 4.36%
Top Sectors
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Capital Goods · 56.15%
Telecommunication · 5.56%
Metals & Mining · 5.54%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / – / –