Portfolio Management Services (PMS)Compare Schemes
Enam India Vision Portfolio vs ValueQuest - Platinum
Add SchemeGrowth of ₹1 Crore
Enam India Vision Portfolio
ValueQuest - Platinum
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.68%
2.62%
6 Months
12.22%
20.31%
1 Year
16.41%
5.50%
3 Years
12.88%
14.22%
5 Years
—
16.13%
Since Inception
15.20%
18.70%
Fund Age
3 yrs 7 mo
9 yrs 8 mo
AUM
₹890.3 Cr
₹3,491.64 Cr
Alpha – 1 Year
11.69%
2.52%
Alpha – 3 Years
0.79%
2.33%
Information Ratio – 3 Years
0.11
0.19
Volatility – 1 Year
18.16%
25.24%
Volatility – 3 Years
14.87%
21.26%
Beta – 1 Year
0.92
1.29
Beta – 3 Years
0.86
1.17
Sharpe Ratio – 1 Year
0.64
0.11
Sharpe Ratio – 3 Years
0.54
0.48
Worst Rolling Year
11.39%
-9.34%
Value at Worst Rolling Year
₹1.11 Cr
₹0.91 Cr
Deepest Drawdown
−18.04%
−6.25%
Recovery Period
487 days
13 days
1-Year Rolling Windows Positive
100.00%
93.29%
Median Rolling Year
13.55%
15.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 31% · M 50% · S 18%
L 23% · M 15% · S 57%
Number of Stocks
20
30
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%
Inventurus Knowledge Solutions Ltd
Cholamandalam Investment & Finance Company Ltd
Concord Biotech Ltd
Tenneco Clean Air India Ltd
Hindustan Aeronautics 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%