Portfolio Management Services (PMS)Compare Schemes
Enam India Vision Portfolio vs Eureka signature approach
Add SchemeGrowth of ₹1 Crore
Enam India Vision Portfolio
Eureka signature approach
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%
0.53%
6 Months
12.22%
8.20%
1 Year
16.41%
10.87%
3 Years
12.88%
16.09%
5 Years
—
14.49%
Since Inception
15.20%
9.93%
Fund Age
3 yrs 7 mo
8 yrs 9 mo
AUM
₹890.3 Cr
₹64.23 Cr
Alpha – 1 Year
11.69%
7.11%
Alpha – 3 Years
0.79%
5.20%
Information Ratio – 3 Years
0.11
0.63
Volatility – 1 Year
18.16%
21.13%
Volatility – 3 Years
14.87%
19.82%
Beta – 1 Year
0.92
1.16
Beta – 3 Years
0.86
1.20
Sharpe Ratio – 1 Year
0.64
0.35
Sharpe Ratio – 3 Years
0.54
0.59
Worst Rolling Year
11.39%
-6.69%
Value at Worst Rolling Year
₹1.11 Cr
₹0.93 Cr
Deepest Drawdown
−18.04%
−22.93%
Recovery Period
487 days
496 days
1-Year Rolling Windows Positive
100.00%
90.85%
Median Rolling Year
13.55%
19.50%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 31% · M 50% · S 18%
L 25% · M 25% · S 42%
Number of Stocks
20
42
Portfolio P/E
33.00
23.92
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%
Sansera Engineering Ltd · 3.63%
Larsen & Toubro Ltd · 3.53%
Divis Laboratories Ltd · 3.36%
Tsf Investments Ltd · 3.01%
Jio Financial Services Ltd · 2.82%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 1% / –