Enam AMC with its long term PMS performance track record of over 20 years is offering the Enam India Vision Portfolio (EIVP) to channel partners, direct and advisory clients.
Investment Objective: The investment objective of EIVP is to generate capital appreciation through investments in equities with a long-term perspective.
EIVP is a discretionary Portfolio Management Service (PMS) for our clients. It is positioned to invest in companies across market capitalisation segments and sectors that offer participation in select megatrends like Urbanisation, Premiumisation, Formalisation, Digital adoption, Consolidation, Work force participation, and Favourable demographics. Thus, capitalizing on the structural growth opportunity in Indian economy.
EIVP is a long-only portfolio. The portfolio shall consist of ~15-30 companies with the flexibility to align portfolio concentration based on macro trends, industry performance, portfolio liquidity and a calibrated risk management framework. The industry analysis and company selection are driven by the Enam AMC’s proprietary investment philosophy and proven research process.
Our partners and clients on this platform will be periodically engaged by way of webinars.
Performance Track Record
Notes:
- Inception Date – January 17, 2023; Returns as on March 31, 2025.
- EIVP 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.
- Performance data of Portfolio Manager and Investment Approach provided hereunder is not verified by SEBI.
- Past performance is not indicative of future returns.
- 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
- Returns > 1 year are annualised