Portfolio Management Services (PMS)Compare Schemes
Enam India Vision Portfolio vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Enam India Vision Portfolio
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
Enam India Vision Portfolio
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.68%
12.27%
6 Months
12.22%
−1.13%
1 Year
16.41%
6.59%
3 Years
12.88%
20.44%
5 Years
—
16.17%
Since Inception
15.20%
13.07%
Fund Age
3 yrs 7 mo
15 yrs 3 mo
AUM
₹890.3 Cr
—
Alpha – 1 Year
11.69%
6.87%
Alpha – 3 Years
0.79%
9.23%
Information Ratio – 3 Years
0.11
1.61
Volatility – 1 Year
18.16%
20.58%
Volatility – 3 Years
14.87%
16.59%
Beta – 1 Year
0.92
1.21
Beta – 3 Years
0.86
1.13
Sharpe Ratio – 1 Year
0.64
0.15
Sharpe Ratio – 3 Years
0.54
0.90
Worst Rolling Year
11.39%
13.98%
Value at Worst Rolling Year
₹1.11 Cr
₹1.14 Cr
Deepest Drawdown
−18.04%
−16.19%
Recovery Period
487 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.55%
19.62%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 31% · M 50% · S 18%
L 73% · M 20% · S 7%
Number of Stocks
20
23
Portfolio P/E
33.00
35.58
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%
Hitachi Energy India Ltd · 8.58%
Trent Ltd · 7.52%
Nippon Life India Asset Management Ltd · 6.80%
Reliance Industries Ltd · 5.93%
ICICI Bank Ltd · 5.40%
Top Sectors
—
Financial Services · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1.5% / 1% / 0.5%