Portfolio Management Services (PMS)Compare Schemes
Enam India Vision Portfolio vs Himalaya - EverFlow India Opportunities
Add SchemeGrowth of ₹1 Crore
Enam India Vision Portfolio
Himalaya - EverFlow India Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.68%
2.85%
6 Months
12.22%
22.81%
1 Year
16.41%
15.74%
3 Years
12.88%
19.34%
5 Years
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Since Inception
15.20%
24.49%
Fund Age
3 yrs 7 mo
3 yrs 3 mo
AUM
₹890.3 Cr
₹446.96 Cr
Alpha – 1 Year
11.69%
11.02%
Alpha – 3 Years
0.79%
7.25%
Information Ratio – 3 Years
0.11
0.86
Volatility – 1 Year
18.16%
23.09%
Volatility – 3 Years
14.87%
17.79%
Beta – 1 Year
0.92
1.11
Beta – 3 Years
0.86
0.93
Sharpe Ratio – 1 Year
0.64
0.51
Sharpe Ratio – 3 Years
0.54
0.79
Worst Rolling Year
11.39%
19.32%
Value at Worst Rolling Year
₹1.11 Cr
₹1.19 Cr
Deepest Drawdown
−18.04%
−18.72%
Recovery Period
487 days
46 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.55%
21.74%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 31% · M 50% · S 18%
L 19% · S 80%
Number of Stocks
20
30
Portfolio P/E
33.00
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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%
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Top Sectors
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Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Fixed Fee
2.50% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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