Portfolio Management Services (PMS)Compare Schemes
Enam India Vision Portfolio vs NAFA - Emerging Bluechip
Add SchemeGrowth of ₹1 Crore
Enam India Vision Portfolio
NAFA - Emerging Bluechip
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%
0.39%
6 Months
12.22%
5.71%
1 Year
16.41%
−0.97%
3 Years
12.88%
8.86%
5 Years
—
14.20%
Since Inception
15.20%
14.76%
Fund Age
3 yrs 7 mo
10 yrs 5 mo
AUM
₹890.3 Cr
₹447.76 Cr
Alpha – 1 Year
11.69%
−2.83%
Alpha – 3 Years
0.79%
−3.22%
Information Ratio – 3 Years
0.11
0.04
Volatility – 1 Year
18.16%
24.79%
Volatility – 3 Years
14.87%
21.25%
Beta – 1 Year
0.92
1.35
Beta – 3 Years
0.86
1.20
Sharpe Ratio – 1 Year
0.64
-0.14
Sharpe Ratio – 3 Years
0.54
0.31
Worst Rolling Year
11.39%
-13.00%
Value at Worst Rolling Year
₹1.11 Cr
₹0.87 Cr
Deepest Drawdown
−18.04%
−26.06%
Recovery Period
487 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
84.68%
Median Rolling Year
13.55%
19.56%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 31% · M 50% · S 18%
L 2% · M 12% · S 84%
Number of Stocks
20
32
Portfolio P/E
33.00
33.69
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%
Amagi Media Labs Ltd · 10.68%
Greenpanel Industries Ltd · 7.11%
CARE Ratings Ltd · 6.25%
Sona BLW Precision Forgings Ltd · 4.73%
KRBL Ltd · 4.06%
Top Sectors
—
Information Technology · 17.58%
Financial Services · 15.44%
Consumer Durables · 15.24%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%