PMS · Equity · Multi Cap
Himalaya - EverFlow India Opportunities
Fund size₹447 Cr
Alpha (3Y)7.27%
3Y return19.34%
Fund age3 yrs 3 mo
Fund Manager
Growth of₹Cr
Himalaya EverFlow India Opportunities
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Himalaya EverFlow India Opportunities | 15.40% | 15.74% | 13.37% | 19.34% | — | 24.49% |
| Nifty 500 | −1.02% | 4.72% | −0.11% | 12.09% | — | 14.41% |
| Excess over benchmark | 16.42% | 11.02% | 13.48% | 7.25% | — | 10.08% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.
Risk : What you take on to earn the return
Volatility
17.79%
Benchmark approx 14.69%
A standard deviation reflecting historical swings.
Sensitivity
0.93
Beta vs benchmark 1.00 · 7% less reactive
How strongly the scheme moves with the index.
Risk-reward
0.79
Sharpe
Excess return gained per unit of volatility.
Capture ratio
103 / 57
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −18.72% from its 20 Nov 2025 peak to a 23 Mar 2026 trough, and recovered on 08 May 2026 after 46 days.
Max drawdowns
−18.72%
Recovery period
46 days
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 20 Nov 2025 | 23 Mar 2026 | −18.72% | 123 days | 08 May 2026 | 46 days |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −18.59% | 182 days | – | – |
Scheme
Peak20 Nov 2025
Trough23 Mar 2026
Depth−18.72%
Fell over123 days
Recovered08 May 2026
Recovery took46 days
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−18.59%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Aug 2026
Portfolio Details : Where the money actually sits
Stocks
30
Asset class
Equity
Market cap
Large cap19.40%
Mid cap
Small cap80.30%
Cash & others
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