Portfolio Management Services (PMS)Compare Schemes
Enam India Vision Portfolio vs SBI AEON ALPHA PMS
Add SchemeGrowth of ₹1 Crore
Enam India Vision Portfolio
SBI AEON ALPHA PMS
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%
0.41%
6 Months
12.22%
20.81%
1 Year
16.41%
15.63%
3 Years
12.88%
13.76%
5 Years
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—
Since Inception
15.20%
14.77%
Fund Age
3 yrs 7 mo
4 yrs 6 mo
AUM
₹890.3 Cr
₹751.68 Cr
Alpha – 1 Year
11.69%
16.06%
Alpha – 3 Years
0.79%
5.19%
Information Ratio – 3 Years
0.11
0.25
Volatility – 1 Year
18.16%
18.90%
Volatility – 3 Years
14.87%
16.75%
Beta – 1 Year
0.92
0.89
Beta – 3 Years
0.86
0.79
Sharpe Ratio – 1 Year
0.64
0.57
Sharpe Ratio – 3 Years
0.54
0.53
Worst Rolling Year
11.39%
13.60%
Value at Worst Rolling Year
₹1.11 Cr
₹1.14 Cr
Deepest Drawdown
−18.04%
−21.60%
Recovery Period
487 days
476 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.55%
15.94%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 31% · M 50% · S 18%
L 16% · M 11% · S 70%
Number of Stocks
20
—
Portfolio P/E
33.00
—
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%
Kernex Microsystems (India) Ltd · 6.78%
Aequs Ltd · 6.66%
Aether Industries Ltd · 6.44%
Stylam Industries Ltd · 6.38%
Goodluck India Ltd · 5.89%
Top Sectors
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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%