Portfolio Management Services (PMS)Compare Schemes
Enam India Vision Portfolio vs Helios - India Rising PMS
Add SchemeGrowth of ₹1 Crore
Enam India Vision Portfolio
Helios - India Rising PMS
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%
0.02%
6 Months
12.22%
5.63%
1 Year
16.41%
4.60%
3 Years
12.88%
14.51%
5 Years
—
12.90%
Since Inception
15.20%
19.56%
Fund Age
3 yrs 7 mo
6 yrs 4 mo
AUM
₹890.3 Cr
₹1,566.43 Cr
Alpha – 1 Year
11.69%
1.62%
Alpha – 3 Years
0.79%
2.62%
Information Ratio – 3 Years
0.11
0.58
Volatility – 1 Year
18.16%
21.65%
Volatility – 3 Years
14.87%
16.64%
Beta – 1 Year
0.92
1.18
Beta – 3 Years
0.86
1.02
Sharpe Ratio – 1 Year
0.64
0.06
Sharpe Ratio – 3 Years
0.54
0.58
Worst Rolling Year
11.39%
12.32%
Value at Worst Rolling Year
₹1.11 Cr
₹1.12 Cr
Deepest Drawdown
−18.04%
−20.60%
Recovery Period
487 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.55%
19.14%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 31% · M 50% · S 18%
L 41% · M 24% · S 29%
Number of Stocks
20
42
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%
Cash & Cash Equivalent · 14.10%
ICICI Bank Ltd · 6.59%
State Bank of India · 6.23%
Bharti Airtel Ltd · 5.62%
HDFC Bank Ltd · 5.00%
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%
0% / 0% / 0%