Portfolio Management Services (PMS)Compare Schemes
Enam India Vision Portfolio vs Systamatix - Dynamic Investment
Add SchemeGrowth of ₹1 Crore
Enam India Vision Portfolio
Systamatix - Dynamic Investment
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%
7.60%
6 Months
12.22%
26.61%
1 Year
16.41%
33.69%
3 Years
12.88%
25.74%
5 Years
—
21.83%
Since Inception
15.20%
—
Fund Age
3 yrs 7 mo
8 yrs 4 mo
AUM
₹890.3 Cr
₹158.52 Cr
Alpha – 1 Year
11.69%
29.93%
Alpha – 3 Years
0.79%
14.85%
Information Ratio – 3 Years
0.11
1.52
Volatility – 1 Year
18.16%
19.82%
Volatility – 3 Years
14.87%
19.44%
Beta – 1 Year
0.92
1.03
Beta – 3 Years
0.86
1.06
Sharpe Ratio – 1 Year
0.64
1.29
Sharpe Ratio – 3 Years
0.54
1.16
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 31% · M 28% · S 38%
Number of Stocks
20
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%
National Aluminium Company Ltd · 8.01%
Indian Railway Catering & Tourism Corporation Ltd · 6.71%
Steel Authority of India Ltd · 6.17%
Triveni Engineering and Industries Ltd · 5.89%
Vedanta Ltd · 5.78%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%