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EverFlow India Opportunities

Himalaya Investment Advisors LLP
PMS Multi Cap & Flexi Cap
Benchmark
S&P BSE 500 TRI
Inception Date
3 May 2023
Min. Investment
₹50,00,000
AUM (Cr.)
₹369.94
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

Our investment methodology is underpinned by in-depth fundamental analysis and a bottom-up stock selection process. The core of our strategy involves identifying and acquiring businesses that demonstrate robust and sustained growth in their underlying value, trading at substantial discounts to their intrinsic worth. Our competitive advantage is derived principally from identifying mispriced opportunities in smaller, less-followed companies, segments of the market that may be overlooked by larger investment vehicles. This is complemented by our long-term investment horizon, enabling us to look past short-term market fluctuations and concentrate on the enduring prospects of businesses over extended periods.

Investment Objective

Our investment strategy focuses on the discerning selection of high-potential Indian listed equities. Through rigorous analysis of a vast universe of companies, we aim to identify opportunities that can generate superior absolute and relative returns over extended investment horizons. Our approach involves forging long-term partnerships with fundamentally sound businesses that are trading at attractive valuations.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -1.95% -0.24% -1.71%
3 MONTHS 2.05% 5.02% -2.97%
6 MONTHS -0.69% 1.63% -2.32%
1 YEAR 10.81% 7.63% 3.18%
2 YEAR 15.24% 11.64% 3.60%
SINCE INCEPTION 24.79% 18.99% 5.80%

Calendar Year Performance

Year Return
CY 2025 10.81%

Financial Year Performance

Year Return
FY 26_YTD 16.69%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Rahul S Agrawal

Fund Manager

Rahul Agrawal brings over a decade of comprehensive investment expertise spanning diverse Indian industries and corporate scales. Prior to establishing EverFlow Partners, he dedicated approximately eight years to WestBridge Capital, a prominent US$5 billion+ fund specializing in long-term Indian equity investments. During his tenure at WestBridge, he was instrumental in spearheading numerous transactions within both public markets and private equity, covering a broad spectrum of sectors and business development stages. His prior professional experience includes an internship with McKinsey & Company, from which he received a full-time employment offer. Mr. Agrawal holds a Post Graduate Diploma in Management (MBA) from IIM Ahmedabad and a Bachelor of Commerce from Ahmedabad University. He has also successfully completed two levels of the Chartered Accountancy program, achieving merit-list status for his performance.

Portfolio Details

Portfolio Composition

Large Cap
27.98%
Mid Cap
1.99%
Small Cap
65.52%
Cash & Equivalent
4.51%

Top 5 Holdings

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Top 5 Sectors

  • Financial Services 35.64%
  • Healthcare 28.02%
  • Consumer Services 13.54%
  • Fast Moving Consumer Goods 4.20%
  • Services 3.85%

Portfolio Characteristics

total number of stocks
N/A
top 5 stocks percent
N/A
top 5 sectors percent
85.25%
average market cap
N/A
portfolio age
2 Yrs, 7 Months
sip
Not Available
stp
Not Available

Fee Structure

Fixed Fee

AMC: 0.75%

Variable Fee

AMC: No Option

Hurdle: 8.00%

Profit Sharing: 20% performance fee on returns above 8%

Exit Load

Year 1: 2%

Year 2: 1%

Year 3: 0.5%

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)