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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 MULTI CAP & FLEXI CAP investment category, offering diversified exposure. As of now, the strategy has a total AUM of Rs.815.95 Cr.

Over the last 1 year, it delivered a strong return of 6.5%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500 TRI, 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

MULTI CAP & FLEXI CAP 

Benchmark

S&P BSE 500 TRI

AUM (Rs.)

Rs.815.95 Cr.

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr. Brijesh Ved

1 Yr. Return

6.50%

3 Yr. Return

12.10%

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%

67.64%

Portfolio Age

3 Yrs, 5 Months

SIP

NA

STP

NA

Average Market Cap

211854

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

33.00%

Mid Cap

40.00%

Small Cap

26.03%

Cash & Equivalent

0.97%

Check out Business Opportunities with Similar Brands

Enam India Vision Portfolio Strategy - Top 5 Sectors

Non Banking Financial Company (NBFC)

25.14%

Telecommunication

8.00%

Pharma

11.58%

FMCG

11.58%

Logistics & Allied Services

6.78%

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