Portfolio Management Services (PMS)Compare Schemes
Envision Capital - India Opportunities vs Money Life - Mas Prime
Add SchemeGrowth of ₹1 Crore
Envision Capital - India Opportunities
Money Life - Mas Prime
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.39%
6.82%
6 Months
19.31%
25.39%
1 Year
11.21%
17.69%
3 Years
13.34%
21.57%
5 Years
15.02%
14.87%
Since Inception
17.08%
17.17%
Fund Age
5 yrs 4 mo
6 yrs 10 mo
AUM
₹135.65 Cr
₹119.43 Cr
Alpha – 1 Year
6.49%
18.04%
Alpha – 3 Years
1.25%
12.57%
Information Ratio – 3 Years
0.12
0.68
Volatility – 1 Year
20.71%
26.38%
Volatility – 3 Years
17.79%
21.61%
Beta – 1 Year
1.05
0.88
Beta – 3 Years
0.97
0.85
Sharpe Ratio – 1 Year
0.35
0.54
Sharpe Ratio – 3 Years
0.50
0.77
Worst Rolling Year
12.49%
—
Value at Worst Rolling Year
₹1.12 Cr
—
Deepest Drawdown
−25.10%
—
Recovery Period
493 days
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
19.71%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 18% · M 24% · S 55%
—
Number of Stocks
—
—
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%
—
Top Sectors
—
—
Fixed Fee
1.75% / yr
1.00% / yr
Performance Fee / Plan
10% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%