- Manager
- Enam Asset Management CO.
- Service
- Discretionary
- Asset class
- Equity
Enam India Vision Portfolio
+13.56%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Enam Asset Management CO.’s Enam India Vision Portfolio returned 13.56% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹866 crore across its clients.
Key numbers
- AUM
- ₹866 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.25×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −2.84% | −5.57% | +2.73% |
| 3 months | −1.12% | −3.59% | +2.47% |
| 6 months | +19.44% | +8.07% | +11.37% |
| 1 year | +13.56% | −2.33% | +15.89% |
| 2 years | +2.60% | −3.93% | +6.53% |
| 3 years | +10.99% | +9.20% | +1.79% |
| Since inception | +13.95% | +11.18% | +2.77% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity99.53%₹862 Cr
- Cash and other0.40%₹3.47 Cr
- Mutual funds0.06%₹0.56 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹9.04 Cr
- Outflow, Sep 2026
- ₹10.16 Cr
- Net, Sep 2026
- −₹1.12 Cr
- Net, FY to date
- −₹15.54 Cr
- Turnover, month
- 0.04×
- Turnover, past year
- 0.25×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Enam India Vision Portfolio returned?
13.56% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −2.84%; 3 months: −1.12%; 6 months: 19.44%; 1 year: 13.56%; 2 years: 2.60%; 3 years: 10.99%; Since inception: 13.95%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 15.89 percentage points ahead.
How much does Enam India Vision Portfolio manage?
₹866 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Enam India Vision Portfolio?
Enam Asset Management CO., a SEBI-registered portfolio manager (INP000000225), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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