- Manager
- Himalaya Investment Advisors
- Service
- Discretionary
- Asset class
- Equity
EverFlow India Opportunities
+16.87%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Himalaya Investment Advisors’ EverFlow India Opportunities returned 16.87% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹475 crore across its clients.
Key numbers
- AUM
- ₹475 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.39×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −0.37% | −5.57% | +5.20% |
| 3 months | +1.17% | −3.59% | +4.76% |
| 6 months | +35.45% | +8.07% | +27.38% |
| 1 year | +16.87% | −2.33% | +19.20% |
| 2 years | +13.03% | −3.93% | +16.96% |
| 3 years | +18.85% | +9.20% | +9.65% |
| Since inception | +23.70% | +12.14% | +11.56% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity96.77%₹460 Cr
- Cash and other3.11%₹14.75 Cr
- Mutual funds0.13%₹0.60 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹7.75 Cr
- Outflow, Sep 2026
- ₹0.01 Cr
- Net, Sep 2026
- ₹7.73 Cr
- Net, FY to date
- ₹44.51 Cr
- Turnover, month
- 0.05×
- Turnover, past year
- 0.39×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has EverFlow India Opportunities returned?
16.87% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −0.37%; 3 months: 1.17%; 6 months: 35.45%; 1 year: 16.87%; 2 years: 13.03%; 3 years: 18.85%; Since inception: 23.70%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 19.20 percentage points ahead.
How much does EverFlow India Opportunities manage?
₹475 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages EverFlow India Opportunities?
Himalaya Investment Advisors, a SEBI-registered portfolio manager (INP200007672), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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