Portfolio Management Services (PMS)Compare Schemes
Enam India Vision Portfolio vs Right Horizons - Alphabots India 100
Add SchemeGrowth of ₹1 Crore
Enam India Vision Portfolio
Right Horizons - Alphabots India 100
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%
4.29%
6 Months
12.22%
2.17%
1 Year
16.41%
7.07%
3 Years
12.88%
15.12%
5 Years
—
—
Since Inception
15.20%
19.80%
Fund Age
3 yrs 7 mo
7 yrs 3 mo
AUM
₹890.3 Cr
₹7.19 Cr
Alpha – 1 Year
11.69%
7.50%
Alpha – 3 Years
0.79%
6.56%
Information Ratio – 3 Years
0.11
1.22
Volatility – 1 Year
18.16%
19.38%
Volatility – 3 Years
14.87%
16.31%
Beta – 1 Year
0.92
1.18
Beta – 3 Years
0.86
1.13
Sharpe Ratio – 1 Year
0.64
0.17
Sharpe Ratio – 3 Years
0.54
0.62
Worst Rolling Year
11.39%
14.31%
Value at Worst Rolling Year
₹1.11 Cr
₹1.14 Cr
Deepest Drawdown
−18.04%
−17.66%
Recovery Period
487 days
308 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.55%
16.29%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 31% · M 50% · S 18%
L 73% · M 25%
Number of Stocks
20
100
Portfolio P/E
33.00
27.01
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 · 3.69%
IDFC First Bank Ltd · 3.57%
Cholamandalam Investment & Finance Company Ltd · 3.50%
IndusInd Bank Ltd · 3.03%
Asian Paints Ltd · 2.92%
Top Sectors
—
Financial Services · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
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% / –