Enam AMC: Enam India Core Equity Portfolio

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Enam AMC Domestic EICE Investment

Enam India Core Equity (EICE) Portfolio was launched in April 2001 as the flagship product of our fundamental equities platform. Since its inception, the portfolio has been managed by the Co-founder and Chief Investment Officer – Jiten Doshi.

The investment objective of EICE is to generate capital appreciation through investments in equities with a long-term perspective.

EICE is our bespoke discretionary Portfolio Management Service (PMS) for our clients. The investments are managed on a ‘Separately Managed Account’ (SMA) platform, wherein we provide our clients with a customized portfolio.

EICE is a long-only portfolio. We construct this as a high conviction concentrated portfolio of approximately 20 stocks. This portfolio is market cap and style agnostic and is constructed by investing in high-quality businesses at attractive valuations. These businesses are structurally well-positioned with sustainable competitive advantages and superior execution capability ensuring consistent long-term growth.

Our clients on this platform are serviced by a team of highly experienced and dedicated relationship managers.

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Performance Track Record

Notes:

Inception Date – April 01, 2001; Returns as on March 31, 2025.
EICE returns are net of total fees and expenses and is based on aggregation of all the clients in the same strategy using TWRR method.
Returns > 1 year are annualised.
Benchmark: BSE 500 TRI. As TRI data for benchmark is not available since inception of EICE, performance is calculated using PRI values from April 01, 2001 till July 31, 2006 and TRI values from August 01, 2006.
Past performance is not indicative of future returns.
Performance data of Portfolio Manager and Investment Approach provided hereunder is not verified by SEBI
Please note that performance of client portfolio may vary from that of other investors and that generated by the Investment Approach across all investors due to:
- the timing of inflows and outflows of funds; and
- differences in the portfolio composition because of restrictions and other constraints

Enam India Core Equity Portfolio<br />
<br />
Enam India Core Equity (EICE) Portfolio was launched in April 2001 as the flagship product of our fundamental equities platform. Since its inception, the portfolio has been managed by the Co-founder and Chief Investment Officer – Jiten Doshi.<br />
<br />
The investment objective of EICE is to generate capital appreciation through investments in equities with a long-term perspective.<br />
<br />
EICE is our bespoke discretionary Portfolio Management Service (PMS) for our clients. The investments are managed on a ‘Separately Managed Account’ (SMA) platform, wherein we provide our clients with a customized portfolio.<br />
<br />
EICE is a long-only portfolio. We construct this as a high conviction concentrated portfolio of approximately 20 stocks. This portfolio is market cap and style agnostic and is constructed by investing in high-quality businesses at attractive valuations. These businesses are structurally well-positioned with sustainable competitive advantages and superior execution capability ensuring consistent long-term growth.<br />
<br />
Our clients on this platform are serviced by a team of highly experienced and dedicated relationship managers.<br />
<br />
Performance track record is<br />
Year 1 EICE is 32.8% and S&F BSE 500 TRI is 38.3%. <br />
3 Years EICE is 19.7% and S&F BSE 500 TRI is 19.9%. <br />
5 Years EICE is 21.7% and S&F BSE 500 TRI is 19.9%. <br />
10 Years EICE is 17.9% and S&F BSE 500 TRI is 15.2%. <br />
15 Years EICE is 16.7% and S&F BSE 500 TRI is 14.8%. <br />
since inception EICE is 20.6% and S&F BSE 500 TRI is 17.4%.<br />
<br />
Notes are below<br />
- Inception Date – April 01, 2001; Returns as on June 30, 2024.<br />
- EICE returns are net of total fees and expenses and is based on aggregation of all the clients in the same strategy using TWRR method.<br />
- Returns > 1 year are annualised.<br />
- Benchmark: S&P BSE 500 TRI. As TRI data for benchmark is not available since inception of EICE, performance is calculated using PRI values from April 01, 2001 till July 31, 2006 and TRI values from August 01, 2006.<br />
- Past performance is not indicative of future returns.<br />
- Performance data of Portfolio Manager and Investment Approach provided hereunder is not verified by SEBI<br />
- Please note that performance of client portfolio may vary from that of other investors and that generated by the Investment Approach across all investors due to:<br />
the timing of inflows and outflows of funds; and<br />
differences in the portfolio composition because of restrictions and other constraints