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Enam India Vision Portfolio PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming to create long-term wealth.

The Enam India Vision Portfolio PMS Investment Approach is based on investing in businesses moving from unorganised to organised sectors or gaining market leadership.

It falls under the LARGE CAP investment category, offering diversified exposure. As of now, the strategy has a total AUM of an UnDisclosed Amount.

Over the last 1 year, it delivered a strong return of 6.04%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500, ensuring broad market comparison.

Enam India Vision Portfolio PMS Strategy or Investment Approach - PMS Details

Strategy Name

Top 100 Equity

Start Date

01 January 2024

Category

LARGE CAP

Benchmark

Nifty 50

AUM (Rs.)

Not Disclosed

Min. Investment

Rs.50 Lakhs

Fund Manager

NA

1 Yr. Return

6.04%

3 Yr. Return

NA

5 Yr. Return

NA

Enam India Vision Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

Not Disclosed

Top 5 Stocks%

Not Disclosed

Top 5 Sectors%

Not Disclosed

Portfolio Age

1 Yrs, 3 Months

SIP

Available

STP

Available

Average Market Cap

Not Disclosed

Enam India Vision Portfolio PMS Strategy - Cost or Charges

Fixed Fees

0.5% of Fund Value

Variable AMC

No Variable AMC

Variable Profit Sharing

No Profit Sharing

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Enam India Vision Portfolio PMS Investment Approach - Portfolio Composition

Large Cap

Not Disclosed

Mid Cap

Not Disclosed

Small Cap

Not Disclosed

Cash & Equivalent

Not Disclosed

Check out Business Opportunities with Similar Brands

Enam India Vision Portfolio Strategy - Top 5 Sectors

Banks

NA

Industrial Products

NA

Retailing

NA

Refineries

NA

Services

NA

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