Portfolio Management Services (PMS)Compare Schemes
Enam India Vision Portfolio vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Enam India Vision Portfolio
Turtle Wealth -Growth Mantra
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%
9.22%
6 Months
12.22%
9.86%
1 Year
16.41%
32.16%
3 Years
12.88%
19.13%
5 Years
—
12.16%
Since Inception
15.20%
16.12%
Fund Age
3 yrs 7 mo
5 yrs 10 mo
AUM
₹890.3 Cr
₹170.31 Cr
Alpha – 1 Year
11.69%
27.44%
Alpha – 3 Years
0.79%
7.04%
Information Ratio – 3 Years
0.11
0.58
Volatility – 1 Year
18.16%
17.07%
Volatility – 3 Years
14.87%
17.73%
Beta – 1 Year
0.92
0.65
Beta – 3 Years
0.86
0.86
Sharpe Ratio – 1 Year
0.64
1.42
Sharpe Ratio – 3 Years
0.54
0.79
Worst Rolling Year
11.39%
0.71%
Value at Worst Rolling Year
₹1.11 Cr
₹1.01 Cr
Deepest Drawdown
−18.04%
−30.82%
Recovery Period
487 days
429 days
1-Year Rolling Windows Positive
100.00%
99.71%
Median Rolling Year
13.55%
14.29%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 31% · M 50% · S 18%
L 11% · M 1% · S 72%
Number of Stocks
20
18
Portfolio P/E
33.00
52.74
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%
Cash & Cash Equivalent · 19.09%
Acutaas Chemicals Ltd · 8.69%
R R Kabel Ltd · 6.98%
Torrent Pharmaceuticals Ltd · 6.64%
TD Power Systems Ltd · 6.12%
Top Sectors
—
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
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%