Portfolio Management Services (PMS)Compare Schemes
Enam India Vision Portfolio vs ValueQuest - Growth
Add SchemeGrowth of ₹1 Crore
Enam India Vision Portfolio
ValueQuest - Growth
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%
1.42%
6 Months
12.22%
31.94%
1 Year
16.41%
21.84%
3 Years
12.88%
17.21%
5 Years
—
16.75%
Since Inception
15.20%
18.18%
Fund Age
3 yrs 7 mo
13 yrs 5 mo
AUM
₹890.3 Cr
₹2,035.08 Cr
Alpha – 1 Year
11.69%
18.86%
Alpha – 3 Years
0.79%
5.32%
Information Ratio – 3 Years
0.11
0.50
Volatility – 1 Year
18.16%
24.29%
Volatility – 3 Years
14.87%
19.24%
Beta – 1 Year
0.92
1.15
Beta – 3 Years
0.86
1.04
Sharpe Ratio – 1 Year
0.64
0.70
Sharpe Ratio – 3 Years
0.54
0.65
Worst Rolling Year
11.39%
-15.08%
Value at Worst Rolling Year
₹1.11 Cr
₹0.85 Cr
Deepest Drawdown
−18.04%
−8.16%
Recovery Period
487 days
15 days
1-Year Rolling Windows Positive
100.00%
82.66%
Median Rolling Year
13.55%
25.54%
5-Year Rolling Windows Positive
—
96.08%
Market-Cap Mix
L 31% · M 50% · S 18%
L 23% · M 1% · S 69%
Number of Stocks
20
24
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%
Acutaas Chemicals Ltd
Atlanta Electricals Ltd
Concord Biotech Ltd
Fujiyama Power Systems Ltd
Inventurus Knowledge Solutions Ltd
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 1% / 1%