Portfolio Management Services (PMS)Compare Schemes
Enam India Vision Portfolio vs MOAT - Moderate Compounders
Add SchemeGrowth of ₹1 Crore
Enam India Vision Portfolio
MOAT - Moderate Compounders
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%
2.75%
6 Months
12.22%
8.17%
1 Year
16.41%
3.28%
3 Years
12.88%
8.41%
5 Years
—
12.53%
Since Inception
15.20%
11.01%
Fund Age
3 yrs 7 mo
12 yrs 9 mo
AUM
₹890.3 Cr
₹16.57 Cr
Alpha – 1 Year
11.69%
−1.44%
Alpha – 3 Years
0.79%
−3.68%
Information Ratio – 3 Years
0.11
-0.32
Volatility – 1 Year
18.16%
20.74%
Volatility – 3 Years
14.87%
17.91%
Beta – 1 Year
0.92
1.13
Beta – 3 Years
0.86
1.09
Sharpe Ratio – 1 Year
0.64
0.00
Sharpe Ratio – 3 Years
0.54
0.32
Worst Rolling Year
11.39%
-16.89%
Value at Worst Rolling Year
₹1.11 Cr
₹0.83 Cr
Deepest Drawdown
−18.04%
−28.21%
Recovery Period
487 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
73.60%
Median Rolling Year
13.55%
13.43%
5-Year Rolling Windows Positive
—
88.30%
Market-Cap Mix
L 31% · M 50% · S 18%
—
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%
Kirloskar Pneumatic Company Ltd · 4.87%
Jio Financial Services Ltd · 4.53%
Bharat Dynamics Ltd · 4.21%
Trent Ltd · 4.20%
Galaxy Surfactants Ltd · 4.15%
Top Sectors
—
—
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%