Portfolio Management Services (PMS)Compare Schemes
Enam India Vision Portfolio vs Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
Add SchemeGrowth of ₹1 Crore
Enam India Vision Portfolio
Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
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%
0.95%
6 Months
12.22%
11.98%
1 Year
16.41%
18.12%
3 Years
12.88%
18.24%
5 Years
—
—
Since Inception
15.20%
20.21%
Fund Age
3 yrs 7 mo
4 yrs 8 mo
AUM
₹890.3 Cr
₹424.87 Cr
Alpha – 1 Year
11.69%
13.40%
Alpha – 3 Years
0.79%
6.15%
Information Ratio – 3 Years
0.11
0.85
Volatility – 1 Year
18.16%
22.44%
Volatility – 3 Years
14.87%
19.69%
Beta – 1 Year
0.92
1.22
Beta – 3 Years
0.86
1.10
Sharpe Ratio – 1 Year
0.64
0.61
Sharpe Ratio – 3 Years
0.54
0.80
Worst Rolling Year
11.39%
18.24%
Value at Worst Rolling Year
₹1.11 Cr
₹1.18 Cr
Deepest Drawdown
−18.04%
−25.57%
Recovery Period
487 days
337 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.55%
24.33%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 31% · M 50% · S 18%
M 1% · S 89%
Number of Stocks
20
30
Portfolio P/E
33.00
23.45
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%
Cash & Cash Equivalent · 10.09%
Fiem Industries Ltd · 8.51%
Sharda Cropchem Ltd · 6.85%
Voltamp Transformers Ltd · 5.56%
eClerx Services Ltd · 5.19%
Top Sectors
—
Automobile and Auto Components · 22.37%
Financial Services · 17.60%
Capital Goods · 10.98%
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%