Portfolio Management Services (PMS)Compare Schemes
Composite India - GARP Fund vs Renaissance - Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Composite India - GARP 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
3.99%
3.30%
6 Months
22.77%
9.86%
1 Year
24.21%
0.86%
3 Years
13.20%
8.29%
5 Years
12.56%
15.11%
Since Inception
18.69%
11.40%
Fund Age
7 yrs 4 mo
8 yrs 7 mo
AUM
₹114.64 Cr
₹119.22 Cr
Alpha – 1 Year
19.49%
1.21%
Alpha – 3 Years
1.43%
−0.71%
Information Ratio – 3 Years
0.12
-0.05
Volatility – 1 Year
24.82%
21.27%
Volatility – 3 Years
21.64%
19.22%
Beta – 1 Year
1.34
1.20
Beta – 3 Years
1.13
1.19
Sharpe Ratio – 1 Year
0.78
-0.10
Sharpe Ratio – 3 Years
0.46
0.25
Worst Rolling Year
10.43%
0.71%
Value at Worst Rolling Year
₹1.10 Cr
₹1.01 Cr
Deepest Drawdown
−24.42%
−29.07%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.76%
Median Rolling Year
18.16%
19.48%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 28% · S 47%
L 2% · M 52% · S 44%
Number of Stocks
32
33
Portfolio P/E
37.13
31.12
Top 5 Holdings
L&T Finance Ltd · 6.45%
Garware Hi Tech Films Ltd · 6.35%
Piramal Finance Ltd · 5.97%
Eicher Motors Ltd · 5.58%
Divis Laboratories Ltd · 5.56%
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 · 22.52%
Capital Goods · 19.92%
Healthcare · 18.45%
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%