Portfolio Management Services (PMS)Compare Schemes
Alphaa Better Risk Reward 30 stocks vs Renaissance - Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Alphaa Better Risk Reward 30 stocks
Renaissance - Midcap Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.54%
3.30%
6 Months
−5.38%
9.86%
1 Year
−6.70%
0.86%
3 Years
7.98%
8.29%
5 Years
—
15.11%
Since Inception
7.98%
11.40%
Fund Age
2 yrs 11 mo
8 yrs 7 mo
AUM
₹7.31 Cr
₹119.22 Cr
Alpha – 1 Year
−6.35%
1.21%
Alpha – 3 Years
−1.02%
−0.71%
Information Ratio – 3 Years
-0.08
-0.05
Volatility – 1 Year
17.44%
21.27%
Volatility – 3 Years
15.65%
19.22%
Beta – 1 Year
1.08
1.20
Beta – 3 Years
—
1.19
Sharpe Ratio – 1 Year
-0.61
-0.10
Sharpe Ratio – 3 Years
0.22
0.25
Worst Rolling Year
—
0.71%
Value at Worst Rolling Year
—
₹1.01 Cr
Deepest Drawdown
−21.15%
−29.07%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
99.76%
Median Rolling Year
—
19.48%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 61% · M 26% · S 9%
L 2% · M 52% · S 44%
Number of Stocks
66
33
Portfolio P/E
27.03
31.12
Top 5 Holdings
HDFC Bank Ltd · 17.83%
Britannia Industries Ltd · 12.81%
Cash & Cash Equivalent · 8.07%
Bharti Airtel Ltd · 3.91%
Infosys Ltd · 3.85%
Federal Bank Ltd · 5.56%
Gland Pharma Ltd · 5.47%
One 97 Communications Ltd · 5.31%
Coforge Ltd · 5.20%
Mahindra & Mahindra Financial Services Ltd · 4.96%
Top Sectors
Financial Services · 31.63%
Fast Moving Consumer Goods · 18.10%
Healthcare · 10.31%
Financial Services · 30.58%
Information Technology · 20.15%
Consumer Services · 14.04%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
1% / 1% / 0%