Portfolio Management Services (PMS)Compare Schemes
Himalaya - EverFlow India Opportunities vs Unifi BCAD-2-BREAKOUT 20
Add SchemeGrowth of ₹1 Crore
Himalaya - EverFlow India Opportunities
Unifi BCAD-2-BREAKOUT 20
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%
3.01%
6 Months
22.81%
9.93%
1 Year
15.74%
7.49%
3 Years
19.34%
9.34%
5 Years
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Since Inception
24.49%
11.87%
Fund Age
3 yrs 3 mo
4 yrs 7 mo
AUM
₹446.96 Cr
₹1,953.44 Cr
Alpha – 1 Year
11.02%
2.77%
Alpha – 3 Years
7.25%
−2.75%
Information Ratio – 3 Years
0.86
-0.26
Volatility – 1 Year
23.09%
19.15%
Volatility – 3 Years
17.79%
16.91%
Beta – 1 Year
1.11
1.06
Beta – 3 Years
0.93
1.03
Sharpe Ratio – 1 Year
0.51
0.19
Sharpe Ratio – 3 Years
0.79
0.30
Worst Rolling Year
19.32%
8.22%
Value at Worst Rolling Year
₹1.19 Cr
₹1.08 Cr
Deepest Drawdown
−18.72%
−20.91%
Recovery Period
46 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.74%
12.78%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 19% · S 80%
L 17% · M 8% · S 75%
Number of Stocks
30
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Portfolio P/E
—
23.80
Top 5 Holdings
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Redington Ltd
Narayana Hrudayalaya Ltd
Mahindra & Mahindra Ltd
Sagility Ltd
Bank of Baroda
Top Sectors
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
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Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
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