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India Vision Portfolio
India Vision Portfolio

India Vision Portfolio

  • Enam Asset Management Co Pvt Ltd
  • Multi Cap AND Flexi Cap
  • 83
    Out of 242*
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PMS Bazaar
Portfolio age2 years, 11 months
2.9%
1%
Hurdle Rate**0.00%
Fixed fee2.50%
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 30/11/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (1.3%)
Allocation by Market Cap
Small Cap (32.87%)
Mid Cap (29.67%)
Large Cap (36.15%)
Sector Holdings
  • BFSI - Banks & NBFC28.86%
  • Pharmaceuticals14.07%
  • Telecom9.51%
  • FMCG7.52%
  • NICHE7.1%
Stock Holdings
Undisclosed

bt_logoPORTFOLIO MANAGERS

No data found

bt_logoFUND SUMMARY

AUM (₹ Cr)
835.69
(As on Nov, 2025)
Inception Date
Jan 17, 2023
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 0%
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
2.50%
Variable Fee
No Option
Hurdle Rate
No Option
Profit Sharing
No Option
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bt_logoINVESTMENT PHILOSOPHY

Objective

Generate capital appreciation through investments in equities with a long-term perspective

Investment Approach

Construct a high quality, high conviction, long-only portfolio Allocation across industries and capitalization ranges including companies which are typically under-researched and offer a higher return potential

bt_logoCalculators

Income Tax Calculator Lum-Sum Calculator Dividend Yield Calculator CAGR Calculator SIP Calculator FD Calculator Top-Up Calculator Latte Factor Calculator

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
India Vision Portfolio
AUM (₹ Cr)
₹835.69 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
12 Out of 259
Fixed Fee
2.50%
Scheme Return
2.9%
Benchmark Return
1%
Strategic Opportunities Series 1
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 259
Fixed Fee
No Option
Scheme Return
7.96%
Benchmark Return
0.96%
Turtle Wealth - 212 Wealth Mantra
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 259
Fixed Fee
2.00%
Scheme Return
4.25%
Benchmark Return
0.96%
Asit C Mehta - ACE - Multicap
AUM (₹ Cr)
₹146.61 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 259
Fixed Fee
2.50%
Scheme Return
3.81%
Benchmark Return
0.96%
Asit C Mehta - ACE - 15
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 259
Fixed Fee
2.50%
Scheme Return
3.35%
Benchmark Return
0.96%
Flexicap Fundamental Opportunities
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 259
Fixed Fee
2.50%
Scheme Return
3.3%
Benchmark Return
0.96%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Enam Asset Management Co Pvt Ltd
Enam Asset Management Co Pvt Ltd manages assets worth Rs 43777.27 crores. Its current offering of PMS schemes includes 1 Multi Cap And Flexi Cap scheme.

AUM (₹ cr)

43,777.27 (As on Nov, 2025)

Number of Schemes

1
Schemes From This AMC
  • table
  • Grid
Compare
India Vision Portfolio
AUM (₹ Cr)
₹835.69 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
10 Out of 259
Fixed Fee
2.50%
Scheme Return
2.9%
Benchmark Return
1%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of India Vision Portfolio?
There is no option for Hurdle rate.
What is the fixed fee charged in India Vision Portfolio ?
The fixed fee charged in India Vision Portfolio is 2.50%.
What is the variable fee charged in India Vision Portfolio ?
There is no option for Variable fee.
What is the profit sharing in India Vision Portfolio ?
There is no option for Profit sharing.
What is the minimum investment in India Vision Portfolio ?
The minimum investment in India Vision Portfolio is ₹50 Lacs
What type of scheme is India Vision Portfolio?
India Vision Portfolio is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of India Vision Portfolio?
The inception date of India Vision Portfolio is Jan 17, 2023.
What is the exit load of India Vision Portfolio?
Exit load is 0%

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