Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Super 30 Dynamic vs Renaissance - Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Super 30 Dynamic
Renaissance - Midcap Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.92%
3.30%
6 Months
32.15%
9.86%
1 Year
16.77%
0.86%
3 Years
19.00%
8.29%
5 Years
20.10%
15.11%
Since Inception
27.01%
11.40%
Fund Age
6 yrs 10 mo
8 yrs 7 mo
AUM
₹247.64 Cr
₹119.22 Cr
Alpha – 1 Year
13.79%
1.21%
Alpha – 3 Years
7.10%
−0.71%
Information Ratio – 3 Years
0.30
-0.05
Volatility – 1 Year
39.13%
21.27%
Volatility – 3 Years
29.47%
19.22%
Beta – 1 Year
1.87
1.20
Beta – 3 Years
1.36
1.19
Sharpe Ratio – 1 Year
0.42
-0.10
Sharpe Ratio – 3 Years
0.55
0.25
Worst Rolling Year
15.03%
0.71%
Value at Worst Rolling Year
₹1.15 Cr
₹1.01 Cr
Deepest Drawdown
−35.86%
−29.07%
Recovery Period
94 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.76%
Median Rolling Year
31.90%
19.48%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
S 80%
L 2% · M 52% · S 44%
Number of Stocks
42
33
Portfolio P/E
42.30
31.12
Top 5 Holdings
Sejal Glass Ltd · 10.47%
HFCL Ltd · 8.12%
Centum Electronics Ltd · 7.51%
Supriya Lifescience Ltd · 5.88%
Misc · 5.19%
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 · 30.58%
Information Technology · 20.15%
Consumer Services · 14.04%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 1% / 0%