Portfolio Management Services (PMS)Compare Schemes
Enam India Vision Portfolio vs Phillip Capital - Signature India Portfolio
Add SchemeGrowth of ₹1 Crore
Enam India Vision Portfolio
Phillip Capital - Signature India Portfolio
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%
3.08%
6 Months
12.22%
14.24%
1 Year
16.41%
9.21%
3 Years
12.88%
8.31%
5 Years
—
7.74%
Since Inception
15.20%
11.80%
Fund Age
3 yrs 7 mo
10 yrs 3 mo
AUM
₹890.3 Cr
₹251.07 Cr
Alpha – 1 Year
11.69%
4.51%
Alpha – 3 Years
0.79%
−2.91%
Information Ratio – 3 Years
0.11
-0.50
Volatility – 1 Year
18.16%
21.09%
Volatility – 3 Years
14.87%
15.86%
Beta – 1 Year
0.92
1.13
Beta – 3 Years
0.86
0.93
Sharpe Ratio – 1 Year
0.64
0.27
Sharpe Ratio – 3 Years
0.54
0.26
Worst Rolling Year
11.39%
-3.45%
Value at Worst Rolling Year
₹1.11 Cr
₹0.97 Cr
Deepest Drawdown
−18.04%
−19.63%
Recovery Period
487 days
469 days
1-Year Rolling Windows Positive
100.00%
97.82%
Median Rolling Year
13.55%
11.94%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 31% · M 50% · S 18%
L 30% · M 32% · S 34%
Number of Stocks
20
28
Portfolio P/E
33.00
55.43
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%
Divis Laboratories Ltd · 5.41%
ICICI Bank Ltd · 4.92%
Coforge Ltd · 4.49%
Syrma SGS Technology Ltd · 4.18%
HDFC Bank Ltd · 4.16%
Top Sectors
—
Financial Services · 15.55%
Healthcare · 12.76%
Capital Goods · 12.30%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%