Portfolio Management Services (PMS)Compare Schemes
Enam India Vision Portfolio vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
Enam India Vision Portfolio
Motilal Oswal-Founders
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.68%
0.25%
6 Months
12.22%
15.19%
1 Year
16.41%
3.21%
3 Years
12.88%
19.65%
5 Years
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—
Since Inception
15.20%
25.09%
Fund Age
3 yrs 7 mo
3 yrs 5 mo
AUM
₹890.3 Cr
₹4,148.34 Cr
Alpha – 1 Year
11.69%
0.23%
Alpha – 3 Years
0.79%
7.77%
Information Ratio – 3 Years
0.11
0.62
Volatility – 1 Year
18.16%
21.54%
Volatility – 3 Years
14.87%
22.15%
Beta – 1 Year
0.92
1.06
Beta – 3 Years
0.86
1.15
Sharpe Ratio – 1 Year
0.64
-0.01
Sharpe Ratio – 3 Years
0.54
0.68
Worst Rolling Year
11.39%
19.49%
Value at Worst Rolling Year
₹1.11 Cr
₹1.19 Cr
Deepest Drawdown
−18.04%
−27.91%
Recovery Period
487 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.55%
21.76%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 31% · M 50% · S 18%
L 26% · M 35% · S 37%
Number of Stocks
20
26
Portfolio P/E
33.00
55.82
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%
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
—
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
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%