Portfolio Management Services (PMS)Compare Schemes
Envision Capital - India Opportunities vs KEDIA - Multi Cap
Add SchemeGrowth of ₹1 Crore
Envision Capital - India Opportunities
KEDIA - Multi Cap
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.39%
2.23%
6 Months
19.31%
7.97%
1 Year
11.21%
6.21%
3 Years
13.34%
12.78%
5 Years
15.02%
14.19%
Since Inception
17.08%
16.41%
Fund Age
5 yrs 4 mo
7 yrs 3 mo
AUM
₹135.65 Cr
₹115.97 Cr
Alpha – 1 Year
6.49%
1.49%
Alpha – 3 Years
1.25%
0.69%
Information Ratio – 3 Years
0.12
0.20
Volatility – 1 Year
20.71%
15.75%
Volatility – 3 Years
17.79%
15.69%
Beta – 1 Year
1.05
0.82
Beta – 3 Years
0.97
0.88
Sharpe Ratio – 1 Year
0.35
0.12
Sharpe Ratio – 3 Years
0.50
0.51
Worst Rolling Year
12.49%
11.84%
Value at Worst Rolling Year
₹1.12 Cr
₹1.12 Cr
Deepest Drawdown
−25.10%
−23.37%
Recovery Period
493 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.71%
21.02%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 18% · M 24% · S 55%
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Number of Stocks
—
35
Portfolio P/E
—
—
Top 5 Holdings
Eternal Ltd · 5.00%
Reliance Industries Ltd · 4.50%
Cartrade Tech Ltd · 4.50%
FSN E-Commerce Ventures Ltd · 4.10%
One 97 Communications Ltd · 3.80%
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Top Sectors
—
—
Fixed Fee
1.75% / yr
1.00% / yr
Performance Fee / Plan
10% of profit, above 10%
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%