Portfolio Management Services (PMS)Compare Schemes
Enam India Vision Portfolio vs Vallum Multi Activa Strategy
Add SchemeGrowth of ₹1 Crore
Enam India Vision Portfolio
Vallum Multi Activa Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
1.68%
1.82%
6 Months
12.22%
3.61%
1 Year
16.41%
28.29%
3 Years
12.88%
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5 Years
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Since Inception
15.20%
23.99%
Fund Age
3 yrs 7 mo
19 mo
AUM
₹890.3 Cr
₹14.97 Cr
Alpha – 1 Year
11.69%
20.75%
Alpha – 3 Years
0.79%
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Information Ratio – 3 Years
0.11
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Volatility – 1 Year
18.16%
13.84%
Volatility – 3 Years
14.87%
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Beta – 1 Year
0.92
0.77
Beta – 3 Years
0.86
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Sharpe Ratio – 1 Year
0.64
1.50
Sharpe Ratio – 3 Years
0.54
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Worst Rolling Year
11.39%
—
Value at Worst Rolling Year
₹1.11 Cr
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Deepest Drawdown
−18.04%
−7.02%
Recovery Period
487 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
13.55%
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5-Year Rolling Windows Positive
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Market-Cap Mix
L 31% · M 50% · S 18%
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Number of Stocks
20
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Portfolio P/E
33.00
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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%
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Top Sectors
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Fixed Fee
2.50% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
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