Portfolio Management Services (PMS)Compare Schemes
Enam India Vision Portfolio vs Quest Investment Managers – Flagship
Add SchemeGrowth of ₹1 Crore
Enam India Vision Portfolio
Quest Investment Managers – Flagship
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%
6.42%
6 Months
12.22%
15.63%
1 Year
16.41%
0.27%
3 Years
12.88%
12.69%
5 Years
—
8.81%
Since Inception
15.20%
15.48%
Fund Age
3 yrs 7 mo
18 yrs 10 mo
AUM
₹890.3 Cr
₹406.27 Cr
Alpha – 1 Year
11.69%
−4.45%
Alpha – 3 Years
0.79%
0.61%
Information Ratio – 3 Years
0.11
0.21
Volatility – 1 Year
18.16%
22.89%
Volatility – 3 Years
14.87%
19.09%
Beta – 1 Year
0.92
1.13
Beta – 3 Years
0.86
1.05
Sharpe Ratio – 1 Year
0.64
-0.11
Sharpe Ratio – 3 Years
0.54
0.45
Worst Rolling Year
11.39%
-10.83%
Value at Worst Rolling Year
₹1.11 Cr
₹0.89 Cr
Deepest Drawdown
−18.04%
−31.17%
Recovery Period
487 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
91.19%
Median Rolling Year
13.55%
17.32%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 31% · M 50% · S 18%
L 28% · M 26% · S 45%
Number of Stocks
20
29
Portfolio P/E
33.00
38.78
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%
Eternal Ltd · 7.83%
Piramal Pharma Ltd · 7.40%
Viyash Scientific Ltd · 6.22%
Coforge Ltd · 6.21%
Samhi Hotels Ltd · 4.95%
Top Sectors
—
Consumer Services · 22.99%
Financial Services · 16.79%
Healthcare · 16.78%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%