Portfolio Management Services (PMS)Compare Schemes
Enam India Vision Portfolio vs HSBC India Next Portfolio
Add SchemeGrowth of ₹1 Crore
Enam India Vision Portfolio
HSBC India Next Portfolio
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%
0.12%
6 Months
12.22%
7.25%
1 Year
16.41%
6.76%
3 Years
12.88%
11.27%
5 Years
—
11.24%
Since Inception
15.20%
13.42%
Fund Age
3 yrs 7 mo
5 yrs 6 mo
AUM
₹890.3 Cr
₹440.57 Cr
Alpha – 1 Year
11.69%
2.04%
Alpha – 3 Years
0.79%
−0.82%
Information Ratio – 3 Years
0.11
-0.13
Volatility – 1 Year
18.16%
18.95%
Volatility – 3 Years
14.87%
15.52%
Beta – 1 Year
0.92
1.06
Beta – 3 Years
0.86
0.94
Sharpe Ratio – 1 Year
0.64
0.16
Sharpe Ratio – 3 Years
0.54
0.43
Worst Rolling Year
11.39%
10.24%
Value at Worst Rolling Year
₹1.11 Cr
₹1.10 Cr
Deepest Drawdown
−18.04%
−18.28%
Recovery Period
487 days
489 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.55%
15.51%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 31% · M 50% · S 18%
L 43% · M 35% · S 19%
Number of Stocks
20
28
Portfolio P/E
33.00
42.47
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%
SPR Auto Technologies Ltd · 6.28%
State Bank of India · 6.00%
Titan Company Ltd · 5.31%
Phoenix Mills Ltd · 4.92%
Indian Hotels Co Ltd · 4.62%
Top Sectors
—
Financial Services · 21.49%
Automobile and Auto Components · 12.75%
Capital Goods · 8.65%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%