Portfolio Management Services (PMS)Compare Schemes
Enam India Vision Portfolio vs Envision Capital - India Opportunities
Add SchemeGrowth of ₹1 Crore
Enam India Vision Portfolio
Envision Capital - India Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.68%
3.39%
6 Months
12.22%
19.31%
1 Year
16.41%
11.21%
3 Years
12.88%
13.34%
5 Years
—
15.02%
Since Inception
15.20%
17.08%
Fund Age
3 yrs 7 mo
5 yrs 4 mo
AUM
₹890.3 Cr
₹135.65 Cr
Alpha – 1 Year
11.69%
6.49%
Alpha – 3 Years
0.79%
1.25%
Information Ratio – 3 Years
0.11
0.12
Volatility – 1 Year
18.16%
20.71%
Volatility – 3 Years
14.87%
17.79%
Beta – 1 Year
0.92
1.05
Beta – 3 Years
0.86
0.97
Sharpe Ratio – 1 Year
0.64
0.35
Sharpe Ratio – 3 Years
0.54
0.50
Worst Rolling Year
11.39%
12.49%
Value at Worst Rolling Year
₹1.11 Cr
₹1.12 Cr
Deepest Drawdown
−18.04%
−25.10%
Recovery Period
487 days
493 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.55%
19.71%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 31% · M 50% · S 18%
L 18% · M 24% · S 55%
Number of Stocks
20
—
Portfolio P/E
33.00
—
Top 5 Holdings
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%
Eternal Ltd · 5.00%
Reliance Industries Ltd · 4.50%
Cartrade Tech Ltd · 4.50%
FSN E-Commerce Ventures Ltd · 4.10%
One 97 Communications Ltd · 3.80%
Top Sectors
—
—
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
10% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%