Portfolio Management Services (PMS)Compare Schemes
Enam India Vision Portfolio vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Enam India Vision Portfolio
Piper Serica Advisors - Leader 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%
3.10%
6 Months
12.22%
24.70%
1 Year
16.41%
21.80%
3 Years
12.88%
16.46%
5 Years
—
12.29%
Since Inception
15.20%
17.31%
Fund Age
3 yrs 7 mo
7 yrs 2 mo
AUM
₹890.3 Cr
₹328.39 Cr
Alpha – 1 Year
11.69%
22.15%
Alpha – 3 Years
0.79%
7.46%
Information Ratio – 3 Years
0.11
1.55
Volatility – 1 Year
18.16%
22.56%
Volatility – 3 Years
14.87%
18.01%
Beta – 1 Year
0.92
1.10
Beta – 3 Years
0.86
0.98
Sharpe Ratio – 1 Year
0.64
0.85
Sharpe Ratio – 3 Years
0.54
1.07
Worst Rolling Year
11.39%
7.49%
Value at Worst Rolling Year
₹1.11 Cr
₹1.07 Cr
Deepest Drawdown
−18.04%
−21.44%
Recovery Period
487 days
123 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.55%
17.12%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 31% · M 50% · S 18%
—
Number of Stocks
20
16
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%
Cartrade Tech Ltd · 9.52%
Syrma SGS Technology Ltd · 8.27%
Fusion Finance Ltd · 8.07%
Senores Pharmaceuticals Ltd · 7.85%
Cash & Cash Equivalent · 6.18%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 1%