Portfolio Management Services (PMS)Compare Schemes
Care PMS - Large & Midcap Strategy vs Renaissance - Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Care PMS - Large & Midcap Strategy
Renaissance - Midcap Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.86%
3.30%
6 Months
0.50%
9.86%
1 Year
6.34%
0.86%
3 Years
19.74%
8.29%
5 Years
16.62%
15.11%
Since Inception
20.10%
11.40%
Fund Age
6 yrs 1 mo
8 yrs 7 mo
AUM
₹56.91 Cr
₹119.22 Cr
Alpha – 1 Year
1.64%
1.21%
Alpha – 3 Years
7.64%
−0.71%
Information Ratio – 3 Years
0.90
-0.05
Volatility – 1 Year
16.52%
21.27%
Volatility – 3 Years
17.18%
19.22%
Beta – 1 Year
0.89
1.20
Beta – 3 Years
1.04
1.19
Sharpe Ratio – 1 Year
0.14
-0.10
Sharpe Ratio – 3 Years
0.84
0.25
Worst Rolling Year
18.93%
0.71%
Value at Worst Rolling Year
₹1.19 Cr
₹1.01 Cr
Deepest Drawdown
−18.72%
−29.07%
Recovery Period
245 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.76%
Median Rolling Year
25.30%
19.48%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 59% · M 40%
L 2% · M 52% · S 44%
Number of Stocks
20
33
Portfolio P/E
27.00
31.12
Top 5 Holdings
Zydus Lifesciences Ltd · 12.94%
UltraTech Cement Ltd · 10.19%
Hindalco Industries Ltd · 8.37%
Coromandel International Ltd · 8.27%
Larsen & Toubro Ltd · 7.24%
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
Healthcare · 19.74%
Metals & Mining · 18.68%
Chemicals · 12.76%
Financial Services · 30.58%
Information Technology · 20.15%
Consumer Services · 14.04%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 1% / 0%