Portfolio Management Services (PMS)Compare Schemes
Enam India Vision Portfolio vs First Global - The India Super 50
Add SchemeGrowth of ₹1 Crore
Enam India Vision Portfolio
First Global - The India Super 50
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.68%
0.48%
6 Months
12.22%
0.17%
1 Year
16.41%
1.53%
3 Years
12.88%
6.30%
5 Years
—
7.16%
Since Inception
15.20%
16.58%
Fund Age
3 yrs 7 mo
6 yrs 6 mo
AUM
₹890.3 Cr
₹182.72 Cr
Alpha – 1 Year
11.69%
−3.19%
Alpha – 3 Years
0.79%
−5.79%
Information Ratio – 3 Years
0.11
-1.15
Volatility – 1 Year
18.16%
17.17%
Volatility – 3 Years
14.87%
15.94%
Beta – 1 Year
0.92
0.97
Beta – 3 Years
0.86
0.99
Sharpe Ratio – 1 Year
0.64
-0.13
Sharpe Ratio – 3 Years
0.54
0.13
Worst Rolling Year
11.39%
6.16%
Value at Worst Rolling Year
₹1.11 Cr
₹1.06 Cr
Deepest Drawdown
−18.04%
−24.43%
Recovery Period
487 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.55%
15.55%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 31% · M 50% · S 18%
—
Number of Stocks
20
60
Portfolio P/E
33.00
19.43
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%
Nippon India ETF Nifty Bank BeES · 5.17%
Torrent Pharmaceuticals Ltd · 4.30%
ICICI Bank Ltd · 3.49%
TVS Motor Company Ltd · 3.24%
Tech Mahindra Ltd · 2.88%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%