Portfolio Management Services (PMS)Compare Schemes
Enam India Vision Portfolio vs Karvy Capital - Demeter
Add SchemeGrowth of ₹1 Crore
Enam India Vision Portfolio
Karvy Capital - Demeter
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.68%
0.18%
6 Months
12.22%
2.87%
1 Year
16.41%
3.77%
3 Years
12.88%
6.69%
5 Years
—
6.74%
Since Inception
15.20%
10.62%
Fund Age
3 yrs 7 mo
12 yrs 1 mo
AUM
₹890.3 Cr
₹61.33 Cr
Alpha – 1 Year
11.69%
−5.66%
Alpha – 3 Years
0.79%
−3.03%
Information Ratio – 3 Years
0.11
-1.20
Volatility – 1 Year
18.16%
3.14%
Volatility – 3 Years
14.87%
2.07%
Beta – 1 Year
0.92
-0.20
Beta – 3 Years
0.86
-0.08
Sharpe Ratio – 1 Year
0.64
-0.40
Sharpe Ratio – 3 Years
0.54
0.62
Worst Rolling Year
11.39%
-3.43%
Value at Worst Rolling Year
₹1.11 Cr
₹0.97 Cr
Deepest Drawdown
−18.04%
—
Recovery Period
487 days
—
1-Year Rolling Windows Positive
100.00%
99.16%
Median Rolling Year
13.55%
11.58%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 31% · M 50% · S 18%
—
Number of Stocks
20
9
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%
Kotak Money Market Fund - Direct (G) · 47.28%
SATIN CREDITCARE NETWORK LIMITED 10.15 NCD 13JL28 FVRS10000 · 29.85%
KEERTANA FINSERV LIMITED 12 NCD 04SP28 FVRS10000 · 13.42%
Electronica Finance Ltd. 12.90% DB REDEEM 26/09/2029 INR 100000 · 4.73%
Satin Creditcare Network Ltd 13% DB REDEEM 11/09/2026 INR 100000 · 1.45%
Top Sectors
—
Others · 92.72%
Government · 7.02%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%