Portfolio Management Services (PMS)Compare Schemes
Composite India - Emerging Star Fund vs Renaissance - Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Composite India - Emerging Star Fund
Renaissance - Midcap Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.8%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.76%
3.30%
6 Months
25.00%
9.86%
1 Year
17.14%
0.86%
3 Years
16.20%
8.29%
5 Years
15.34%
15.11%
Since Inception
19.60%
11.40%
Fund Age
7 yrs 3 mo
8 yrs 7 mo
AUM
₹127.23 Cr
₹119.22 Cr
Alpha – 1 Year
12.42%
1.21%
Alpha – 3 Years
4.43%
−0.71%
Information Ratio – 3 Years
0.38
-0.05
Volatility – 1 Year
23.12%
21.27%
Volatility – 3 Years
20.20%
19.22%
Beta – 1 Year
1.18
1.20
Beta – 3 Years
1.05
1.19
Sharpe Ratio – 1 Year
0.56
-0.10
Sharpe Ratio – 3 Years
0.61
0.25
Worst Rolling Year
13.55%
0.71%
Value at Worst Rolling Year
₹1.14 Cr
₹1.01 Cr
Deepest Drawdown
−26.74%
−29.07%
Recovery Period
143 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.76%
Median Rolling Year
20.50%
19.48%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 26% · M 19% · S 50%
L 2% · M 52% · S 44%
Number of Stocks
101
33
Portfolio P/E
52.20
31.12
Top 5 Holdings
Windlas Biotech Ltd · 5.85%
Apollo Hospitals Enterprise Ltd · 5.74%
Thyrocare Technologies Ltd · 5.53%
Bharti Airtel Ltd · 3.99%
Radico Khaitan Ltd · 3.86%
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 · 27.30%
Financial Services · 21.91%
Capital Goods · 16.82%
Financial Services · 30.58%
Information Technology · 20.15%
Consumer Services · 14.04%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 1% / 0%