Portfolio Management Services (PMS)Compare Schemes
Enam India Vision Portfolio vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Enam India Vision Portfolio
Wealth Managers - Focused Leadership Portfolio
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%
4.79%
6 Months
12.22%
13.10%
1 Year
16.41%
18.11%
3 Years
12.88%
14.56%
5 Years
—
8.71%
Since Inception
15.20%
13.67%
Fund Age
3 yrs 7 mo
11 yrs 2 mo
AUM
₹890.3 Cr
₹138.06 Cr
Alpha – 1 Year
11.69%
18.46%
Alpha – 3 Years
0.79%
5.57%
Information Ratio – 3 Years
0.11
0.62
Volatility – 1 Year
18.16%
22.83%
Volatility – 3 Years
14.87%
16.72%
Beta – 1 Year
0.92
1.29
Beta – 3 Years
0.86
1.00
Sharpe Ratio – 1 Year
0.64
0.61
Sharpe Ratio – 3 Years
0.54
0.55
Worst Rolling Year
11.39%
-8.44%
Value at Worst Rolling Year
₹1.11 Cr
₹0.92 Cr
Deepest Drawdown
−18.04%
−17.10%
Recovery Period
487 days
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
13.55%
13.06%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 31% · M 50% · S 18%
L 38% · M 14% · S 45%
Number of Stocks
20
18
Portfolio P/E
33.00
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
—
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%