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Envision PMS

Scheme Rating

IME Scheme Rating

3 of 5 stars

Long-term Buy & Hold Investment Approach: Envision Capital’s India Opportunities portfolio appears to follow a similar mandate to the India Value Portfolio. The differentiation between the 2 portfolios is unclear. The portfolio was launched only in Apr-21 and is still to develop its longer-term track record

IME Strategy Rating

0 of 5 stars

Not a recommended AMC: Envision Capital is run by a pedigreed fund manager and has a clearly identified long-term buy-and-hold approach towards investing. However the performance of their strategies has been modest and their focus appears to be more on helping FIIs on advisory mandates, as compared to their domestic PMS business which has failed to scale.

PMS Scheme Ratings are driven by IME’s Proprietary Scheme Rating Methodology, which takes into account our ratings of the Scheme’s investment strategy, its maturity, the investment team, and our separate rating on the AMC that runs this particular scheme. Our views on each of these individual criteria are available via the IME RMS – which you can view by reaching out to one of our relationship managers (using either the live chat or book appointment feature on this site).

IME View on Envision PMS

Type: Flexi Cap | GARP | AUM ( cr) | Inc Date (3.2)

Trailing Performance

2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Envision Opportunities 35.89 3.4
S&P BSE 500 TRI 26.6 4.8
Alpha (over Broad Mkt BM) 9.3 -1.4
Nifty 500 25.8 1.6
Alpha (over Category BM) 10.1 1.8

Fund Managers

Envision Opportunities

Not a recommended fund: This is not a recommended fund, primarily because the AMC does not meet our selection criteria. We believe that there are better fund houses to invest in, within the Indian mutual fund universe.Not a recommended fund: This is not a recommended fund, primarily because the AMC does not meet our selection criteria. We believe that there are better fund houses to invest in, within the Indian mutual fund universe.Long-term Buy & Hold Investment Approach: Envision Capital's India Opportunities portfolio appears to follow a similar mandate to the India Value Portfolio. The differentiation between the 2 portfolios is unclear. The portfolio was launched only in Apr-21 and is still to develop its longer-term track recordLong-term Buy & Hold Investment Approach: Envision Capital's India Opportunities portfolio appears to follow a similar mandate to the India Value Portfolio. The differentiation between the 2 portfolios is unclear. The portfolio was launched only in Apr-21 and is still to develop its longer-term track recordNot a recommended AMC: Envision Capital is run by a pedigreed fund manager and has a clearly identified long-term buy-and-hold approach towards investing. However the performance of their strategies has been modest and their focus appears to be more on helping FIIs on advisory mandates, as compared to their domestic PMS business which has failed to scale.Not a recommended AMC: Envision Capital is run by a pedigreed fund manager and has a clearly identified long-term buy-and-hold approach towards investing. However the performance of their strategies has been modest and their focus appears to be more on helping FIIs on advisory mandates, as compared to their domestic PMS business which has failed to scale.FM has strong past experience: Nilesh Shah comes with strong past experience in fund managementFM has strong past experience:mNilesh Shah comes with strong past experience in fund managementFund Yet to Mature: While the fund has been around for more than 3 years, it has still not established a 5-year track record. A 5-year track record helps provide greater clarity on fund performance across market conditions.Fund Yet to Mature: While the fund has been around for more than 3 years, it has still not established a 5-year track record. A 5-year track record helps provide greater clarity on fund performance across market conditions.

AMC

AMC: (click link for detailed AMC review)