Portfolio Management Services (PMS)Compare Schemes
Enam India Vision Portfolio vs JM Financial - India Resurgent
Add SchemeGrowth of ₹1 Crore
Enam India Vision Portfolio
JM Financial - India Resurgent
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%
4.15%
6 Months
12.22%
18.21%
1 Year
16.41%
19.11%
3 Years
12.88%
23.58%
5 Years
—
18.40%
Since Inception
15.20%
13.93%
Fund Age
3 yrs 7 mo
11 yrs 4 mo
AUM
₹890.3 Cr
₹13.37 Cr
Alpha – 1 Year
11.69%
16.13%
Alpha – 3 Years
0.79%
11.69%
Information Ratio – 3 Years
0.11
1.24
Volatility – 1 Year
18.16%
18.18%
Volatility – 3 Years
14.87%
17.99%
Beta – 1 Year
0.92
0.94
Beta – 3 Years
0.86
1.01
Sharpe Ratio – 1 Year
0.64
0.75
Sharpe Ratio – 3 Years
0.54
0.97
Worst Rolling Year
11.39%
—
Value at Worst Rolling Year
₹1.11 Cr
—
Deepest Drawdown
−18.04%
−20.05%
Recovery Period
487 days
162 days
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
13.55%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 31% · M 50% · S 18%
L 27% · M 15% · S 55%
Number of Stocks
20
32
Portfolio P/E
33.00
41.94
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%
Laurus Labs Ltd · 9.80%
Chambal Fertilisers & Chemicals Ltd · 6.56%
Divis Laboratories Ltd · 6.02%
ICICI Bank Ltd · 5.98%
Man Infraconstruction Ltd · 5.79%
Top Sectors
—
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 0%