Portfolio Management Services (PMS)Compare Schemes
Emkay Investments - ENVI vs Renaissance - Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Emkay Investments - ENVI
Renaissance - Opportunities Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.18%
−0.04%
6 Months
19.69%
0.28%
1 Year
25.97%
2.14%
3 Years
17.02%
10.02%
5 Years
—
13.15%
Since Inception
24.02%
11.46%
Fund Age
4 yrs 2 mo
8 yrs 7 mo
AUM
₹101.01 Cr
₹585.94 Cr
Alpha – 1 Year
21.25%
2.49%
Alpha – 3 Years
4.93%
1.02%
Information Ratio – 3 Years
0.46
0.18
Volatility – 1 Year
21.63%
16.38%
Volatility – 3 Years
19.42%
14.42%
Beta – 1 Year
1.10
1.00
Beta – 3 Years
1.04
0.96
Sharpe Ratio – 1 Year
0.93
-0.13
Sharpe Ratio – 3 Years
0.65
0.38
Worst Rolling Year
16.82%
3.37%
Value at Worst Rolling Year
₹1.17 Cr
₹1.03 Cr
Deepest Drawdown
−20.44%
−17.04%
Recovery Period
365 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
19.58%
18.12%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 26% · M 14% · S 51%
L 65% · M 26% · S 8%
Number of Stocks
—
31
Portfolio P/E
—
22.71
Top 5 Holdings
Eicher Motors Ltd · 7.90%
Divis Laboratories Ltd · 7.30%
Sansera Engineering Ltd · 6.20%
Akums Drugs & Pharmaceuticals Ltd · 6.10%
CCL Products (India) Ltd · 5.90%
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 · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 1% / 0%