Portfolio Management Services (PMS)Compare Schemes
Enam India Vision Portfolio vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
Enam India Vision Portfolio
Solidarity Advisors - Prudence
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%
8.45%
6 Months
12.22%
29.49%
1 Year
16.41%
37.09%
3 Years
12.88%
18.49%
5 Years
—
12.39%
Since Inception
15.20%
18.64%
Fund Age
3 yrs 7 mo
10 yrs 3 mo
AUM
₹890.3 Cr
₹1,760.35 Cr
Alpha – 1 Year
11.69%
32.37%
Alpha – 3 Years
0.79%
6.40%
Information Ratio – 3 Years
0.11
0.52
Volatility – 1 Year
18.16%
25.02%
Volatility – 3 Years
14.87%
18.27%
Beta – 1 Year
0.92
1.22
Beta – 3 Years
0.86
0.89
Sharpe Ratio – 1 Year
0.64
1.18
Sharpe Ratio – 3 Years
0.54
0.74
Worst Rolling Year
11.39%
-0.28%
Value at Worst Rolling Year
₹1.11 Cr
₹1.00 Cr
Deepest Drawdown
−18.04%
−13.15%
Recovery Period
487 days
44 days
1-Year Rolling Windows Positive
100.00%
99.89%
Median Rolling Year
13.55%
16.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 31% · M 50% · S 18%
L 11% · S 71%
Number of Stocks
20
13
Portfolio P/E
33.00
41.36
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%
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
—
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%