PMS · Equity · Flexi Cap
Enam India Vision Portfolio
Fund size₹890 Cr
Alpha (3Y)1.66%
3Y return12.88%
Fund age3 yrs 7 mo
Fund Manager
Growth of₹Cr
Enam India Vision
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Enam India Vision | 10.74% | 16.41% | 5.53% | 12.88% | — | 15.20% |
| Nifty 500 | −1.02% | 4.72% | −0.11% | 12.09% | — | 13.23% |
| Excess over benchmark | 11.76% | 11.69% | 5.64% | 0.79% | — | 1.97% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.
Risk : What you take on to earn the return
Volatility
14.87%
Benchmark approx 14.77%
A standard deviation reflecting historical swings.
Sensitivity
0.86
Beta vs benchmark 1.00 · 14% less reactive
How strongly the scheme moves with the index.
Risk-reward
0.54
Sharpe
Excess return gained per unit of volatility.
Capture ratio
92 / 79
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −18.04% from its 30 Oct 2024 peak to a 28 Feb 2025 trough, and recovered on 30 Jun 2026 after 487 days.
Max drawdowns
−18.04%
Recovery period
487 days
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 30 Oct 2024 | 28 Feb 2025 | −18.04% | 121 days | 30 Jun 2026 | 487 days |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −18.59% | 182 days | – | – |
Scheme
Peak30 Oct 2024
Trough28 Feb 2025
Depth−18.04%
Fell over121 days
Recovered30 Jun 2026
Recovery took487 days
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−18.59%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Aug 2026
Portfolio Details : Where the money actually sits
Stocks
20
P/E ratio
33.00
Avg market cap
₹2.08 L Cr
Asset class
Equity
Market cap
Large cap31.08%
Mid cap50.18%
Small cap17.78%
Cash & others0.96%
As on 31 Aug 2026
Fees
A fixed plan is cheaper when returns are strong.
FixedPlan A · SimpleFixed Management Fee2.50% / yr
Performance FeeNone
Hurdle RateNot applicable
No exit load. Lock-in: Nil.
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