Portfolio Management Services (PMS)Compare Schemes
Enam India Vision Portfolio vs White Whale Partners Llp - Rising Star Pf
Add SchemeGrowth of ₹1 Crore
Enam India Vision Portfolio
White Whale Partners Llp - Rising Star Pf
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%
5.53%
6 Months
12.22%
38.90%
1 Year
16.41%
27.55%
3 Years
12.88%
—
5 Years
—
—
Since Inception
15.20%
21.65%
Fund Age
3 yrs 7 mo
1 yr 10 mo
AUM
₹890.3 Cr
₹5.18 Cr
Alpha – 1 Year
11.69%
27.90%
Alpha – 3 Years
0.79%
—
Information Ratio – 3 Years
0.11
—
Volatility – 1 Year
18.16%
23.94%
Volatility – 3 Years
14.87%
—
Beta – 1 Year
0.92
1.08
Beta – 3 Years
0.86
—
Sharpe Ratio – 1 Year
0.64
0.91
Sharpe Ratio – 3 Years
0.54
—
Worst Rolling Year
11.39%
—
Value at Worst Rolling Year
₹1.11 Cr
—
Deepest Drawdown
−18.04%
−19.37%
Recovery Period
487 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
13.55%
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 31% · M 50% · S 18%
M 19% · S 76%
Number of Stocks
20
13
Portfolio P/E
33.00
64.30
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%
Cartrade Tech Ltd · 13.56%
One 97 Communications Ltd · 11.13%
Cash & Cash Equivalent · 10.20%
Healthcare Global Enterprises Ltd · 8.82%
ERIS Lifesciences Ltd · 8.59%
Top Sectors
—
Healthcare · 28.18%
Consumer Services · 26.35%
Financial Services · 18.74%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%