Portfolio Management Services (PMS)Compare Schemes
Enam India Vision Portfolio vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Enam India Vision Portfolio
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.68%
7.67%
6 Months
12.22%
27.70%
1 Year
16.41%
47.52%
3 Years
12.88%
23.98%
5 Years
—
15.87%
Since Inception
15.20%
18.55%
Fund Age
3 yrs 7 mo
16 yrs 2 mo
AUM
₹890.3 Cr
₹1,022.92 Cr
Alpha – 1 Year
11.69%
42.80%
Alpha – 3 Years
0.79%
11.89%
Information Ratio – 3 Years
0.11
1.12
Volatility – 1 Year
18.16%
28.29%
Volatility – 3 Years
14.87%
20.76%
Beta – 1 Year
0.92
1.36
Beta – 3 Years
0.86
1.07
Sharpe Ratio – 1 Year
0.64
1.33
Sharpe Ratio – 3 Years
0.54
0.99
Worst Rolling Year
11.39%
-4.58%
Value at Worst Rolling Year
₹1.11 Cr
₹0.95 Cr
Deepest Drawdown
−18.04%
−19.51%
Recovery Period
487 days
115 days
1-Year Rolling Windows Positive
100.00%
97.86%
Median Rolling Year
13.55%
18.35%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 31% · M 50% · S 18%
L 22% · M 32% · S 42%
Number of Stocks
20
26
Portfolio P/E
33.00
50.74
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%
TD Power Systems Ltd · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
—
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
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%