Portfolio Management Services (PMS)Compare Schemes
Enam India Vision Portfolio vs MOAT - Emerging Moat
Add SchemeGrowth of ₹1 Crore
Enam India Vision Portfolio
MOAT - Emerging Moat
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%
2.64%
6 Months
12.22%
5.29%
1 Year
16.41%
2.64%
3 Years
12.88%
8.64%
5 Years
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—
Since Inception
15.20%
12.31%
Fund Age
3 yrs 7 mo
3 yrs 11 mo
AUM
₹890.3 Cr
₹56.94 Cr
Alpha – 1 Year
11.69%
−2.08%
Alpha – 3 Years
0.79%
−3.45%
Information Ratio – 3 Years
0.11
-0.33
Volatility – 1 Year
18.16%
19.56%
Volatility – 3 Years
14.87%
17.76%
Beta – 1 Year
0.92
1.08
Beta – 3 Years
0.86
1.07
Sharpe Ratio – 1 Year
0.64
-0.05
Sharpe Ratio – 3 Years
0.54
0.31
Worst Rolling Year
11.39%
8.64%
Value at Worst Rolling Year
₹1.11 Cr
₹1.09 Cr
Deepest Drawdown
−18.04%
−25.57%
Recovery Period
487 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.55%
14.83%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 31% · M 50% · S 18%
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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%
Hero MotoCorp Ltd · 5.25%
Kajaria Ceramics Ltd · 5.12%
State Bank of India · 4.44%
Sheela Foam Ltd · 3.76%
Pidilite Industries Ltd · 3.36%
Top Sectors
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—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%