Portfolio Management Services (PMS)Compare Schemes
Composite India - GARP Fund vs Renaissance - Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Composite India - GARP Fund
Renaissance - Opportunities Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.8%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.99%
−0.04%
6 Months
22.77%
0.28%
1 Year
24.21%
2.14%
3 Years
13.20%
10.02%
5 Years
12.56%
13.15%
Since Inception
18.69%
11.46%
Fund Age
7 yrs 4 mo
8 yrs 7 mo
AUM
₹114.64 Cr
₹585.94 Cr
Alpha – 1 Year
19.49%
2.49%
Alpha – 3 Years
1.43%
1.02%
Information Ratio – 3 Years
0.12
0.18
Volatility – 1 Year
24.82%
16.38%
Volatility – 3 Years
21.64%
14.42%
Beta – 1 Year
1.34
1.00
Beta – 3 Years
1.13
0.96
Sharpe Ratio – 1 Year
0.78
-0.13
Sharpe Ratio – 3 Years
0.46
0.38
Worst Rolling Year
10.43%
3.37%
Value at Worst Rolling Year
₹1.10 Cr
₹1.03 Cr
Deepest Drawdown
−24.42%
−17.04%
Recovery Period
92 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.16%
18.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 20% · M 28% · S 47%
L 65% · M 26% · S 8%
Number of Stocks
32
31
Portfolio P/E
37.13
22.71
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%
HDFC Bank Ltd · 8.67%
ICICI Bank Ltd · 6.31%
Infosys Ltd · 6.23%
Federal Bank Ltd · 4.97%
United Spirits Ltd · 4.92%
Top Sectors
Financial Services · 22.52%
Capital Goods · 19.92%
Healthcare · 18.45%
Financial Services · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
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%