Portfolio Management Services (PMS)Compare Schemes
Himalaya - EverFlow India Opportunities vs White Whale - North Star Portfolio
Add SchemeGrowth of ₹1 Crore
Himalaya - EverFlow India Opportunities
White Whale - North Star 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%
1.86%
6 Months
22.81%
12.33%
1 Year
15.74%
4.88%
3 Years
19.34%
11.50%
5 Years
—
8.05%
Since Inception
24.49%
12.28%
Fund Age
3 yrs 3 mo
5 yrs 9 mo
AUM
₹446.96 Cr
₹65.79 Cr
Alpha – 1 Year
11.02%
5.23%
Alpha – 3 Years
7.25%
2.50%
Information Ratio – 3 Years
0.86
0.20
Volatility – 1 Year
23.09%
22.05%
Volatility – 3 Years
17.79%
16.19%
Beta – 1 Year
1.11
1.25
Beta – 3 Years
0.93
0.98
Sharpe Ratio – 1 Year
0.51
0.08
Sharpe Ratio – 3 Years
0.79
0.38
Worst Rolling Year
19.32%
2.51%
Value at Worst Rolling Year
₹1.19 Cr
₹1.03 Cr
Deepest Drawdown
−18.72%
−22.63%
Recovery Period
46 days
143 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.74%
10.42%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 19% · S 80%
L 46% · M 9% · S 40%
Number of Stocks
30
16
Portfolio P/E
—
40.26
Top 5 Holdings
—
Bajaj Finance Ltd · 10.47%
Cartrade Tech Ltd · 9.73%
One 97 Communications Ltd · 7.24%
MAS Financial Services Ltd · 7.03%
Polycab India Ltd · 6.87%
Top Sectors
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Financial Services · 35.55%
Healthcare · 17.03%
Consumer Services · 15.11%
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%