Portfolio Management Services (PMS)Compare Schemes
Enam India Vision Portfolio vs Roha Asset Managers - Emerging Champion
Add SchemeGrowth of ₹1 Crore
Enam India Vision Portfolio
Roha Asset Managers - Emerging Champion
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%
0.18%
6 Months
12.22%
10.94%
1 Year
16.41%
1.03%
3 Years
12.88%
11.45%
5 Years
—
15.19%
Since Inception
15.20%
27.03%
Fund Age
3 yrs 7 mo
5 yrs 11 mo
AUM
₹890.3 Cr
₹298.71 Cr
Alpha – 1 Year
11.69%
−3.69%
Alpha – 3 Years
0.79%
−0.64%
Information Ratio – 3 Years
0.11
-0.04
Volatility – 1 Year
18.16%
27.68%
Volatility – 3 Years
14.87%
23.40%
Beta – 1 Year
0.92
1.45
Beta – 3 Years
0.86
1.22
Sharpe Ratio – 1 Year
0.64
-0.03
Sharpe Ratio – 3 Years
0.54
0.35
Worst Rolling Year
11.39%
—
Value at Worst Rolling Year
₹1.11 Cr
—
Deepest Drawdown
−18.04%
—
Recovery Period
487 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
13.55%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 31% · M 50% · S 18%
L 2% · M 2% · S 86%
Number of Stocks
20
36
Portfolio P/E
33.00
23.57
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%
Time Technoplast Ltd · 6.82%
Entero Healthcare Solutions Ltd · 5.11%
Shankara Buildpro Ltd · 5.05%
Sharda Cropchem Ltd · 4.83%
Tips Music Ltd · 4.41%
Top Sectors
—
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
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%