Portfolio Management Services (PMS)Compare Schemes
Enam India Vision Portfolio vs Marcellus - Rising Giants
Add SchemeGrowth of ₹1 Crore
Enam India Vision Portfolio
Marcellus - Rising Giants
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.68%
0.40%
6 Months
12.22%
4.60%
1 Year
16.41%
−5.85%
3 Years
12.88%
5.64%
5 Years
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Since Inception
15.20%
−0.46%
Fund Age
3 yrs 7 mo
4 yrs 7 mo
AUM
₹890.3 Cr
₹87.75 Cr
Alpha – 1 Year
11.69%
−8.83%
Alpha – 3 Years
0.79%
−6.25%
Information Ratio – 3 Years
0.11
-0.73
Volatility – 1 Year
18.16%
16.46%
Volatility – 3 Years
14.87%
15.18%
Beta – 1 Year
0.92
0.88
Beta – 3 Years
0.86
0.84
Sharpe Ratio – 1 Year
0.64
-0.62
Sharpe Ratio – 3 Years
0.54
0.08
Worst Rolling Year
11.39%
-2.49%
Value at Worst Rolling Year
₹1.11 Cr
₹0.98 Cr
Deepest Drawdown
−18.04%
−20.88%
Recovery Period
487 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
87.97%
Median Rolling Year
13.55%
5.97%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 31% · M 50% · S 18%
M 4% · S 79%
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%
Cash & Cash Equivalent · 17.00%
Ultramarine & Pigments Ltd · 4.00%
L T Foods Ltd · 4.00%
Garware Technical Fibres Ltd · 4.00%
Natco Pharma Ltd · 4.00%
Top Sectors
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Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%