Portfolio Management Services (PMS)Compare Schemes
Enam India Vision Portfolio vs White Pine India Emerging Stars Approach
Add SchemeGrowth of ₹1 Crore
Enam India Vision Portfolio
White Pine India Emerging Stars Approach
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 12.1%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.68%
0.30%
6 Months
12.22%
26.99%
1 Year
16.41%
26.29%
3 Years
12.88%
27.01%
5 Years
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Since Inception
15.20%
35.84%
Fund Age
3 yrs 7 mo
4 yrs 3 mo
AUM
₹890.3 Cr
₹521.91 Cr
Alpha – 1 Year
11.69%
28.33%
Alpha – 3 Years
0.79%
20.36%
Information Ratio – 3 Years
0.11
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Volatility – 1 Year
18.16%
31.27%
Volatility – 3 Years
14.87%
25.96%
Beta – 1 Year
0.92
—
Beta – 3 Years
0.86
—
Sharpe Ratio – 1 Year
0.64
0.72
Sharpe Ratio – 3 Years
0.54
0.85
Worst Rolling Year
11.39%
27.02%
Value at Worst Rolling Year
₹1.11 Cr
₹1.27 Cr
Deepest Drawdown
−18.04%
−26.38%
Recovery Period
487 days
93 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.55%
36.88%
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
49
Portfolio P/E
33.00
21.17
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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