Portfolio Management Services (PMS)Compare Schemes
Enam India Vision Portfolio vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
Enam India Vision Portfolio
Wright Factor Fund
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%
10.96%
6 Months
12.22%
14.84%
1 Year
16.41%
16.93%
3 Years
12.88%
—
5 Years
—
—
Since Inception
15.20%
20.33%
Fund Age
3 yrs 7 mo
3 yrs
AUM
₹890.3 Cr
₹214.05 Cr
Alpha – 1 Year
11.69%
12.21%
Alpha – 3 Years
0.79%
—
Information Ratio – 3 Years
0.11
0.51
Volatility – 1 Year
18.16%
22.29%
Volatility – 3 Years
14.87%
21.03%
Beta – 1 Year
0.92
0.97
Beta – 3 Years
0.86
0.97
Sharpe Ratio – 1 Year
0.64
0.57
Sharpe Ratio – 3 Years
0.54
0.72
Worst Rolling Year
11.39%
18.92%
Value at Worst Rolling Year
₹1.11 Cr
₹1.19 Cr
Deepest Drawdown
−18.04%
−27.91%
Recovery Period
487 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
13.55%
19.26%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 31% · M 50% · S 18%
L 12% · M 21% · S 55%
Number of Stocks
20
25
Portfolio P/E
33.00
38.40
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%
Indian Railway Finance Corporation Ltd · 5.89%
The Bombay Burmah Trading Corporation Ltd · 5.64%
Safari Industries (India) Ltd · 5.63%
Maharashtra Scooters Ltd · 5.05%
Power Finance Corporation Ltd · 4.88%
Top Sectors
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Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%