Portfolio Management Services (PMS)Compare Schemes
Enam India Vision Portfolio vs Green Lantern - Alpha Fund
Add SchemeGrowth of ₹1 Crore
Enam India Vision Portfolio
Green Lantern - Alpha Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.68%
−0.10%
6 Months
12.22%
6.51%
1 Year
16.41%
15.14%
3 Years
12.88%
23.23%
5 Years
—
23.21%
Since Inception
15.20%
29.55%
Fund Age
3 yrs 7 mo
6 yrs 6 mo
AUM
₹890.3 Cr
₹66.34 Cr
Alpha – 1 Year
11.69%
10.42%
Alpha – 3 Years
0.79%
11.14%
Information Ratio – 3 Years
0.11
1.31
Volatility – 1 Year
18.16%
19.62%
Volatility – 3 Years
14.87%
17.58%
Beta – 1 Year
0.92
1.01
Beta – 3 Years
0.86
1.01
Sharpe Ratio – 1 Year
0.64
0.54
Sharpe Ratio – 3 Years
0.54
0.98
Worst Rolling Year
11.39%
23.09%
Value at Worst Rolling Year
₹1.11 Cr
₹1.23 Cr
Deepest Drawdown
−18.04%
−16.37%
Recovery Period
487 days
308 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.55%
34.82%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 31% · M 50% · S 18%
L 34% · M 14% · S 34%
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%
Larsen & Toubro Ltd
State Bank of India
Aurobindo Pharma Ltd
Exide Industries Ltd
Intellect Design Arena Ltd
Top Sectors
—
Financial Services · 15.89%
Capital Goods · 14.22%
Construction · 12.66%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
12% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 0%