Portfolio Management Services (PMS)Compare Schemes
Envision New Frontiers Portfolio vs INVESQ MULTICAP OPPORTUNITIES PORTFOLIO
Add SchemeGrowth of ₹1 Crore
Envision New Frontiers Portfolio
INVESQ MULTICAP OPPORTUNITIES PORTFOLIO
Return for the risk
1 yr return
0%
5%
10%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
5.37%
1.52%
6 Months
22.21%
17.08%
1 Year
—
3.81%
3 Years
—
—
5 Years
—
—
Since Inception
20.37%
7.25%
Fund Age
8 mo
2 yrs 4 mo
AUM
₹12.5 Cr
₹129.96 Cr
Alpha – 1 Year
—
−0.91%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
22.22%
Volatility – 3 Years
—
—
Beta – 1 Year
—
1.11
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
0.03
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
33
Portfolio P/E
—
36.26
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%