Portfolio Management Services (PMS)Compare Schemes
Enam India Vision Portfolio vs InCred Capital - Multicap PMS
Add SchemeGrowth of ₹1 Crore
Enam India Vision Portfolio
InCred Capital - Multicap 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%
6.10%
6 Months
12.22%
8.11%
1 Year
16.41%
−2.73%
3 Years
12.88%
11.42%
5 Years
—
12.09%
Since Inception
15.20%
13.75%
Fund Age
3 yrs 7 mo
5 yrs 5 mo
AUM
₹890.3 Cr
₹205.48 Cr
Alpha – 1 Year
11.69%
−5.71%
Alpha – 3 Years
0.79%
−0.47%
Information Ratio – 3 Years
0.11
-0.07
Volatility – 1 Year
18.16%
23.93%
Volatility – 3 Years
14.87%
22.69%
Beta – 1 Year
0.92
1.24
Beta – 3 Years
0.86
1.17
Sharpe Ratio – 1 Year
0.64
-0.23
Sharpe Ratio – 3 Years
0.54
0.35
Worst Rolling Year
11.39%
11.05%
Value at Worst Rolling Year
₹1.11 Cr
₹1.11 Cr
Deepest Drawdown
−18.04%
−29.75%
Recovery Period
487 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.55%
21.79%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 31% · M 50% · S 18%
L 28% · M 36% · S 34%
Number of Stocks
20
29
Portfolio P/E
33.00
46.19
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%
Bharti Hexacom Ltd · 5.44%
Info Edge (India) Ltd · 5.43%
Bajaj Finserv Ltd · 4.92%
Eternal Ltd · 4.87%
Bharti Airtel Ltd · 4.62%
Top Sectors
—
Financial Services · 23.66%
Consumer Services · 21.16%
Telecommunication · 10.07%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%