Portfolio Management Services (PMS)Compare Schemes
Himalaya - EverFlow India Opportunities vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Himalaya - EverFlow India Opportunities
Wealth Managers - Focused Leadership 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%
4.79%
6 Months
22.81%
13.10%
1 Year
15.74%
18.11%
3 Years
19.34%
14.56%
5 Years
—
8.71%
Since Inception
24.49%
13.67%
Fund Age
3 yrs 3 mo
11 yrs 2 mo
AUM
₹446.96 Cr
₹138.06 Cr
Alpha – 1 Year
11.02%
18.46%
Alpha – 3 Years
7.25%
5.57%
Information Ratio – 3 Years
0.86
0.62
Volatility – 1 Year
23.09%
22.83%
Volatility – 3 Years
17.79%
16.72%
Beta – 1 Year
1.11
1.29
Beta – 3 Years
0.93
1.00
Sharpe Ratio – 1 Year
0.51
0.61
Sharpe Ratio – 3 Years
0.79
0.55
Worst Rolling Year
19.32%
-8.44%
Value at Worst Rolling Year
₹1.19 Cr
₹0.92 Cr
Deepest Drawdown
−18.72%
−17.10%
Recovery Period
46 days
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
21.74%
13.06%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 19% · S 80%
L 38% · M 14% · S 45%
Number of Stocks
30
18
Portfolio P/E
—
38.70
Top 5 Holdings
—
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
2% of profit
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%