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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

We have a fundamental research led, bottom-up approach to investing. The heart of our strategy is to buy companies that are compounding rapidly and selling at a significant discount to underlying business value. Our edge primarily comes from variant perception on smaller, undiscovered companies i.e. parts of the market that larger funds may not be focussed on and from our long-term orientation i.e. willingness to look beyond the volatility of the next few quarters and focus on what the years ahead hold for the business.

Investment Objective

To consistently identify the best investment opportunities from among thousands of publicly listed companies in India to generate strong absolute and relative returns over the long-term. We seek to achieve this by partnering for the long term with well-run companies at favourable 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 has 10+ years of investment experience across various sectors and company sizes in India. Before starting EverFlow Partners, he spent ~8 years at WestBridge Capital, a USD 5 Bn+ fund focused on long-term investments in Indian equities. At WestBridge, he led several transactions in Public Markets and Private Equity across sectors and company stages. Prior to WestBridge, he completed his internship with McKinsey & Company, where he received a full-time offer to join the firm.Rahul completed his PGDM (MBA) from IIM Ahmedabad and is a graduate in commerce from Ahmedabad University. He also completed two levels of the Chartered Accountancy course (merit-listed).

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%

Disclaimer

* Returns are as on31st December 2025 , * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1

This profile is provided for general informational purposes only and is based on publicly available information. While reasonable care is taken, the content may not always reflect the latest 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.

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

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