Portfolio Management Services (PMS)Compare Schemes
Enam India Vision Portfolio vs Phillip Income Builder Portfolio
Add SchemeGrowth of ₹1 Crore
Enam India Vision Portfolio
Phillip Income Builder Portfolio
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%
0.82%
6 Months
12.22%
5.10%
1 Year
16.41%
10.73%
3 Years
12.88%
13.62%
5 Years
—
—
Since Inception
15.20%
13.76%
Fund Age
3 yrs 7 mo
3 yrs
AUM
₹890.3 Cr
₹261.91 Cr
Alpha – 1 Year
11.69%
5.53%
Alpha – 3 Years
0.79%
6.73%
Information Ratio – 3 Years
0.11
2.55
Volatility – 1 Year
18.16%
1.39%
Volatility – 3 Years
14.87%
1.55%
Beta – 1 Year
0.92
0.39
Beta – 3 Years
0.86
0.13
Sharpe Ratio – 1 Year
0.64
3.51
Sharpe Ratio – 3 Years
0.54
4.91
Worst Rolling Year
11.39%
13.63%
Value at Worst Rolling Year
₹1.11 Cr
₹1.14 Cr
Deepest Drawdown
−18.04%
—
Recovery Period
487 days
—
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.55%
13.72%
5-Year Rolling Windows Positive
—
—
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%
11% Kosamattam · 0.00%
Muthoot Fincorp Ltd. 10.45% DB REDEEM 24/12/2032 INR 10000 · 0.00%
Indostar Capital Finance Ltd 10.30% DB REDEEM 25/09/2027 INR 1000 · 0.00%
Navi Finserv Ltd. 10.75% DB REDEEM 19/08/2028 INR 10000 · 0.00%
MUTHOOTTU MINI FINANCIERS LTD 9.25 NCD 18SP27 FVRS10000 · 0.00%
Top Sectors
—
—
Fixed Fee
2.50% / yr
0.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%