Portfolio Management Services (PMS)Compare Schemes
Envision New Frontiers Portfolio vs EquiPoise New India Opportunities
Add SchemeGrowth of ₹1 Crore
Envision New Frontiers Portfolio
EquiPoise New India Opportunities
Return for the risk
1 yr return
5%
10%
15%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
5.37%
3.18%
6 Months
22.21%
8.17%
1 Year
—
9.87%
3 Years
—
—
5 Years
—
—
Since Inception
20.37%
2.94%
Fund Age
8 mo
19 mo
AUM
₹12.5 Cr
₹65.36 Cr
Alpha – 1 Year
—
5.15%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
19.65%
Volatility – 3 Years
—
—
Beta – 1 Year
—
1.08
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
0.31
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−15.54%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
—
2.00% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%