Portfolio Management Services (PMS)Compare Schemes
Enam India Vision Portfolio vs Purnartha Vision Strategy
Add SchemeGrowth of ₹1 Crore
Enam India Vision Portfolio
Purnartha Vision Strategy
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%
5.60%
6 Months
12.22%
9.69%
1 Year
16.41%
14.36%
3 Years
12.88%
13.50%
5 Years
—
8.53%
Since Inception
15.20%
11.34%
Fund Age
3 yrs 7 mo
5 yrs 5 mo
AUM
₹890.3 Cr
₹190.75 Cr
Alpha – 1 Year
11.69%
9.64%
Alpha – 3 Years
0.79%
1.41%
Information Ratio – 3 Years
0.11
0.20
Volatility – 1 Year
18.16%
24.59%
Volatility – 3 Years
14.87%
18.73%
Beta – 1 Year
0.92
1.16
Beta – 3 Years
0.86
1.03
Sharpe Ratio – 1 Year
0.64
0.44
Sharpe Ratio – 3 Years
0.54
0.52
Worst Rolling Year
11.39%
8.91%
Value at Worst Rolling Year
₹1.11 Cr
₹1.09 Cr
Deepest Drawdown
−18.04%
−18.32%
Recovery Period
487 days
549 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.55%
13.01%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 31% · M 50% · S 18%
L 16% · M 12% · S 39%
Number of Stocks
20
—
Portfolio P/E
33.00
25.84
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%
Suzlon Energy Ltd · 0.00%
Pricol Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Finolex Cables Ltd · 0.00%
Top Sectors
—
—
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%