Portfolio Management Services (PMS)Compare Schemes
Envision Capital - India Opportunities vs Scient - Aries
Add SchemeGrowth of ₹1 Crore
Envision Capital - India Opportunities
Scient - Aries
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.39%
−0.96%
6 Months
19.31%
−5.85%
1 Year
11.21%
1.08%
3 Years
13.34%
1.92%
5 Years
15.02%
1.54%
Since Inception
17.08%
4.73%
Fund Age
5 yrs 4 mo
9 yrs 11 mo
AUM
₹135.65 Cr
₹4.85 Cr
Alpha – 1 Year
6.49%
−8.50%
Alpha – 3 Years
1.25%
−7.97%
Information Ratio – 3 Years
0.12
—
Volatility – 1 Year
20.71%
9.90%
Volatility – 3 Years
17.79%
26.17%
Beta – 1 Year
1.05
—
Beta – 3 Years
0.97
—
Sharpe Ratio – 1 Year
0.35
-0.53
Sharpe Ratio – 3 Years
0.50
0.01
Worst Rolling Year
12.49%
2.80%
Value at Worst Rolling Year
₹1.12 Cr
₹1.03 Cr
Deepest Drawdown
−25.10%
−28.72%
Recovery Period
493 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.71%
12.18%
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
—
—
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%
Spandana Sphoorty Financial Ltd · 15.66%
Performance Chemiserve Ltd. SU DB REDEEM 06/06/2026 INR 100000 · 14.88%
Lendingkart Finance Ltd 11.95% DB REDEEM 30/10/2026 INR 100000 · 12.26%
Adani Airport Holdings Ltd. 10% DB REDEEM 14/03/2029 INR 100000 · 11.75%
Muthoot Fincorp Ltd. 10.05% DB REDEEM 31/12/2029 INR 100000 · 11.44%
Top Sectors
—
—
Fixed Fee
1.75% / yr
1.50% / yr
Performance Fee / Plan
10% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 0% / 0%