Portfolio Management Services (PMS)Compare Schemes
Enam India Vision Portfolio vs Marcellus - Kings of Capital
Add SchemeGrowth of ₹1 Crore
Enam India Vision Portfolio
Marcellus - Kings of Capital
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.68%
0.50%
6 Months
12.22%
2.02%
1 Year
16.41%
0.60%
3 Years
12.88%
8.21%
5 Years
—
5.75%
Since Inception
15.20%
9.73%
Fund Age
3 yrs 7 mo
6 yrs
AUM
₹890.3 Cr
₹128.19 Cr
Alpha – 1 Year
11.69%
1.03%
Alpha – 3 Years
0.79%
−0.36%
Information Ratio – 3 Years
0.11
0.12
Volatility – 1 Year
18.16%
19.24%
Volatility – 3 Years
14.87%
14.76%
Beta – 1 Year
0.92
1.13
Beta – 3 Years
0.86
0.95
Sharpe Ratio – 1 Year
0.64
-0.16
Sharpe Ratio – 3 Years
0.54
0.24
Worst Rolling Year
11.39%
0.20%
Value at Worst Rolling Year
₹1.11 Cr
₹1.00 Cr
Deepest Drawdown
−18.04%
−18.72%
Recovery Period
487 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.09%
Median Rolling Year
13.55%
8.37%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 31% · M 50% · S 18%
L 47% · M 42% · S 11%
Number of Stocks
20
—
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%
Axis Bank Ltd · 8.00%
HDFC Bank Ltd · 7.50%
Cholamandalam Investment & Finance Company Ltd · 7.00%
Motilal Oswal Financial Services Ltd · 6.00%
Nuvama Wealth Management Ltd · 6.00%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%