What is the ENAM India Vision Portfolio Strategy and how has it performed?

ENAM India Vision Portfolio is a Portfolio Management Service (PMS) strategy launched on 17 January 2023, benchmarked against the BSE 500 TR index. The strategy aims to benefit from the long-term compounding effect by investing in good businesses run by experienced management teams, with a primary focus on large-cap equity and equity-related instruments across the full market capitalisation spectrum. The strategy is managed by Mr. Jiten Doshi and reported a 6-month M2M return of 8.80% against a benchmark return of 6.3% as of 20 August, 2026. The minimum investment for this PMS strategy is ₹50 lakh as per SEBI regulations.

ENAM India Vision Portfolio Strategy Details

Our investment process involves meticulously analyzing the listed universe of NIFTY500 and new listings. We use multiple screeners to evaluate various parameters such as growth, profitability, return ratios, price momentum, earnings momentum, valuations, and more. Only companies that meet our specific criteria and possess the attributes aligned with our investment philosophy become a part of our investment universe. By following this comprehensive investment process, we aim to maximize the chances of generating alpha and achieving our investment goals. This approach allows us to make informed investment decisions based on thorough analysis and evaluation.

Performance Summary

3 Months returns

Performance M2M -5.4%

Index Benchmark (BSE 500 TR) 6.3%

Top 5 Sectors Weightage

BFSI 28%
Pharma 18%
Engineering 8%
Logistics 8%
FMCG 7%
others 31%

Know About Fund Managers

Mr. Jiten Doshi

FAQ

Frequently asked questions about ENAM India Vision Portfolio

What is the benchmark and inception date of ENAM India Vision Portfolio?

ENAM India Vision Portfolio was launched on 17 January 2023 and is benchmarked against the BSE 500 TR index. The strategy is one of Enam longer-running PMS strategies, with over two decades of track record as a Portfolio Management Service.

Who manages the ENAM India Vision Portfolio PMS strategy?

ENAM India Vision Portfolio is managed by Mr. Jiten Doshi .

What sectors does ENAM India Vision Portfolio invest in?

As of 20 August, 2026, the ENAM India Vision Portfolio portfolio is allocated primarily across BFSI (28%), Pharma (18%), Engineering (8%), Logistics (8%), and FMCG (7%), with the remaining 31% across other sectors. The strategy primarily invests in large-cap equities but retains flexibility to invest across the full market capitalisation spectrum.

What is the minimum investment for ENAM India Vision Portfolio PMS?

As per SEBI regulations, the minimum investment for Portfolio Management Services (PMS) in India is ₹50 lakh per investor. This threshold applies to all PMS strategies including ENAM India Vision Portfolio. The minimum investment amount is subject to change based on SEBI regulatory notifications.

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