Portfolio Management Services (PMS)Compare Schemes
Enam India Vision Portfolio vs Fractal Capital - Opportunities
Add SchemeGrowth of ₹1 Crore
Enam India Vision Portfolio
Fractal Capital - 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%
5.48%
6 Months
12.22%
13.51%
1 Year
16.41%
1.35%
3 Years
12.88%
13.26%
5 Years
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Since Inception
15.20%
19.28%
Fund Age
3 yrs 7 mo
4 yrs 2 mo
AUM
₹890.3 Cr
₹36.17 Cr
Alpha – 1 Year
11.69%
−3.37%
Alpha – 3 Years
0.79%
1.17%
Information Ratio – 3 Years
0.11
0.14
Volatility – 1 Year
18.16%
24.66%
Volatility – 3 Years
14.87%
18.82%
Beta – 1 Year
0.92
1.31
Beta – 3 Years
0.86
1.10
Sharpe Ratio – 1 Year
0.64
-0.05
Sharpe Ratio – 3 Years
0.54
0.48
Worst Rolling Year
11.39%
12.70%
Value at Worst Rolling Year
₹1.11 Cr
₹1.13 Cr
Deepest Drawdown
−18.04%
−26.89%
Recovery Period
487 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.55%
19.63%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 31% · M 50% · S 18%
L 8% · M 16% · S 76%
Number of Stocks
20
24
Portfolio P/E
33.00
29.70
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%
Windlas Biotech Ltd · 0.00%
Galaxy Surfactants Ltd · 0.00%
Indigo Paints Ltd · 0.00%
Krishna Institute of Medical Sciences Ltd · 0.00%
Tracxn Technologies Ltd · 0.00%
Top Sectors
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Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%