Portfolio Management Services (PMS)Compare Schemes
Enam India Vision Portfolio vs MoneyGrow Asset-Small Midcap
Add SchemeGrowth of ₹1 Crore
Enam India Vision Portfolio
MoneyGrow Asset-Small Midcap
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%
7.59%
6 Months
12.22%
40.12%
1 Year
16.41%
21.10%
3 Years
12.88%
—
5 Years
—
—
Since Inception
15.20%
20.13%
Fund Age
3 yrs 7 mo
2 yrs 8 mo
AUM
₹890.3 Cr
₹150.76 Cr
Alpha – 1 Year
11.69%
21.45%
Alpha – 3 Years
0.79%
—
Information Ratio – 3 Years
0.11
—
Volatility – 1 Year
18.16%
56.76%
Volatility – 3 Years
14.87%
—
Beta – 1 Year
0.92
2.39
Beta – 3 Years
0.86
—
Sharpe Ratio – 1 Year
0.64
0.48
Sharpe Ratio – 3 Years
0.54
—
Worst Rolling Year
11.39%
—
Value at Worst Rolling Year
₹1.11 Cr
—
Deepest Drawdown
−18.04%
−38.85%
Recovery Period
487 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
13.55%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 31% · M 50% · S 18%
S 96%
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%
—
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%
3% / 2% / 1%