Portfolio Management Services (PMS)Compare Schemes
Himalaya - EverFlow India Opportunities vs ValPro Alpha A
Add SchemeGrowth of ₹1 Crore
Himalaya - EverFlow India Opportunities
ValPro Alpha A
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%
0.73%
6 Months
22.81%
20.81%
1 Year
15.74%
18.30%
3 Years
19.34%
17.96%
5 Years
—
12.95%
Since Inception
24.49%
15.75%
Fund Age
3 yrs 3 mo
5 yrs 4 mo
AUM
₹446.96 Cr
₹193.44 Cr
Alpha – 1 Year
11.02%
19.72%
Alpha – 3 Years
7.25%
10.22%
Information Ratio – 3 Years
0.86
1.02
Volatility – 1 Year
23.09%
26.31%
Volatility – 3 Years
17.79%
19.93%
Beta – 1 Year
1.11
1.42
Beta – 3 Years
0.93
1.19
Sharpe Ratio – 1 Year
0.51
0.55
Sharpe Ratio – 3 Years
0.79
0.67
Worst Rolling Year
19.32%
8.87%
Value at Worst Rolling Year
₹1.19 Cr
₹1.09 Cr
Deepest Drawdown
−18.72%
−19.69%
Recovery Period
46 days
37 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.74%
16.51%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 19% · S 80%
L 31% · M 8% · S 35%
Number of Stocks
30
112
Portfolio P/E
—
35.74
Top 5 Holdings
—
Sacheerome Ltd · 5.27%
Max India Ltd · 4.89%
Namo eWaste Management Ltd · 4.77%
Sunlite Recycling Industries Ltd · 3.22%
Adani Power Ltd · 3.01%
Top Sectors
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Capital Goods · 21.18%
Healthcare · 13.36%
Financial Services · 10.98%
Fixed Fee
—
1.00% / yr
Performance Fee / Plan
—
0% of profit
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%