Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Super 30 Dynamic vs Renaissance - Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Super 30 Dynamic
Renaissance - Opportunities Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.92%
−0.04%
6 Months
32.15%
0.28%
1 Year
16.77%
2.14%
3 Years
19.00%
10.02%
5 Years
20.10%
13.15%
Since Inception
27.01%
11.46%
Fund Age
6 yrs 10 mo
8 yrs 7 mo
AUM
₹247.64 Cr
₹585.94 Cr
Alpha – 1 Year
13.79%
2.49%
Alpha – 3 Years
7.10%
1.02%
Information Ratio – 3 Years
0.30
0.18
Volatility – 1 Year
39.13%
16.38%
Volatility – 3 Years
29.47%
14.42%
Beta – 1 Year
1.87
1.00
Beta – 3 Years
1.36
0.96
Sharpe Ratio – 1 Year
0.42
-0.13
Sharpe Ratio – 3 Years
0.55
0.38
Worst Rolling Year
15.03%
3.37%
Value at Worst Rolling Year
₹1.15 Cr
₹1.03 Cr
Deepest Drawdown
−35.86%
−17.04%
Recovery Period
94 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
31.90%
18.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
S 80%
L 65% · M 26% · S 8%
Number of Stocks
42
31
Portfolio P/E
42.30
22.71
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%
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
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 1% / 0%