Portfolio Management Services (PMS)Compare Schemes
Himalaya - EverFlow India Opportunities vs Turtle Wealth - Profit Mantra
Add SchemeGrowth of ₹1 Crore
Himalaya - EverFlow India Opportunities
Turtle Wealth - Profit Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
2.85%
7.48%
6 Months
22.81%
9.42%
1 Year
15.74%
28.25%
3 Years
19.34%
18.47%
5 Years
—
21.31%
Since Inception
24.49%
21.69%
Fund Age
3 yrs 3 mo
5 yrs
AUM
₹446.96 Cr
₹79.02 Cr
Alpha – 1 Year
11.02%
23.53%
Alpha – 3 Years
7.25%
6.38%
Information Ratio – 3 Years
0.86
0.27
Volatility – 1 Year
23.09%
18.12%
Volatility – 3 Years
17.79%
27.25%
Beta – 1 Year
1.11
0.87
Beta – 3 Years
0.93
0.86
Sharpe Ratio – 1 Year
0.51
1.18
Sharpe Ratio – 3 Years
0.79
0.56
Worst Rolling Year
19.32%
15.67%
Value at Worst Rolling Year
₹1.19 Cr
₹1.16 Cr
Deepest Drawdown
−18.72%
−30.64%
Recovery Period
46 days
114 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.74%
25.67%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 19% · S 80%
L 10% · M 9% · S 69%
Number of Stocks
30
34
Portfolio P/E
—
57.02
Top 5 Holdings
—
Cash & Cash Equivalent · 17.12%
R R Kabel Ltd · 4.40%
Rubicon Research Ltd · 4.35%
Acutaas Chemicals Ltd · 4.12%
SPR Auto Technologies Ltd · 4.07%
Top Sectors
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Capital Goods · 29.11%
Healthcare · 27.12%
Financial Services · 8.67%
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%