Portfolio Management Services (PMS)Compare Schemes
Enam India Vision Portfolio vs Purnartha Dynamic Midcap
Add SchemeGrowth of ₹1 Crore
Enam India Vision Portfolio
Purnartha Dynamic Midcap
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%
−0.54%
6 Months
12.22%
12.07%
1 Year
16.41%
11.66%
3 Years
12.88%
13.52%
5 Years
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Since Inception
15.20%
14.98%
Fund Age
3 yrs 7 mo
3 yrs 6 mo
AUM
₹890.3 Cr
₹447.27 Cr
Alpha – 1 Year
11.69%
6.94%
Alpha – 3 Years
0.79%
1.43%
Information Ratio – 3 Years
0.11
0.13
Volatility – 1 Year
18.16%
21.15%
Volatility – 3 Years
14.87%
18.85%
Beta – 1 Year
0.92
1.14
Beta – 3 Years
0.86
1.10
Sharpe Ratio – 1 Year
0.64
0.37
Sharpe Ratio – 3 Years
0.54
0.48
Worst Rolling Year
11.39%
10.55%
Value at Worst Rolling Year
₹1.11 Cr
₹1.11 Cr
Deepest Drawdown
−18.04%
−17.40%
Recovery Period
487 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.55%
14.34%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 31% · M 50% · S 18%
L 28% · M 19% · S 29%
Number of Stocks
20
—
Portfolio P/E
33.00
33.83
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%
Lloyds Metals & Energy Ltd · 0.00%
Polycab India Ltd · 0.00%
Max Healthcare Institute Ltd · 0.00%
Ahluwalia Contracts (India) Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Top Sectors
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Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%