Portfolio Management Services (PMS)Compare Schemes
Axis - Core & Satellite PMS vs Enam India Vision Portfolio
Add SchemeGrowth of ₹1 Crore
Axis - Core & Satellite PMS
Enam India Vision Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.11%
1.68%
6 Months
10.76%
12.22%
1 Year
8.14%
16.41%
3 Years
7.76%
12.88%
5 Years
10.03%
—
Since Inception
11.69%
15.20%
Fund Age
6 yrs 8 mo
3 yrs 7 mo
AUM
₹87.23 Cr
₹890.3 Cr
Alpha – 1 Year
8.57%
11.69%
Alpha – 3 Years
−0.81%
0.79%
Information Ratio – 3 Years
0.02
0.11
Volatility – 1 Year
23.09%
18.16%
Volatility – 3 Years
18.26%
14.87%
Beta – 1 Year
1.29
0.92
Beta – 3 Years
1.11
0.86
Sharpe Ratio – 1 Year
0.21
0.64
Sharpe Ratio – 3 Years
0.22
0.54
Worst Rolling Year
6.59%
11.39%
Value at Worst Rolling Year
₹1.07 Cr
₹1.11 Cr
Deepest Drawdown
−25.42%
−18.04%
Recovery Period
Not yet recovered
487 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.94%
13.55%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 19% · M 1% · S 70%
L 31% · M 50% · S 18%
Number of Stocks
41
20
Portfolio P/E
25.23
33.00
Top 5 Holdings
Cash & Cash Equivalent · 9.25%
EPL Ltd · 4.54%
Mahindra & Mahindra Ltd · 4.35%
Eternal Ltd · 4.21%
Welspun Corp Ltd · 3.85%
Piramal Finance Ltd · 10.75%
Aegis Logistics Ltd · 8.94%
Emcure Pharmaceuticals Ltd · 7.58%
Glenmark Pharmaceuticals Ltd · 7.51%
Bharti Airtel Ltd · 6.89%
Top Sectors
Financial Services · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%