Portfolio Management Services (PMS)Compare Schemes
KEDIA - Multi Cap vs Renaissance - Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
KEDIA - Multi Cap
Renaissance - Midcap Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.23%
3.30%
6 Months
7.97%
9.86%
1 Year
6.21%
0.86%
3 Years
12.78%
8.29%
5 Years
14.19%
15.11%
Since Inception
16.41%
11.40%
Fund Age
7 yrs 3 mo
8 yrs 7 mo
AUM
₹115.97 Cr
₹119.22 Cr
Alpha – 1 Year
1.49%
1.21%
Alpha – 3 Years
0.69%
−0.71%
Information Ratio – 3 Years
0.20
-0.05
Volatility – 1 Year
15.75%
21.27%
Volatility – 3 Years
15.69%
19.22%
Beta – 1 Year
0.82
1.20
Beta – 3 Years
0.88
1.19
Sharpe Ratio – 1 Year
0.12
-0.10
Sharpe Ratio – 3 Years
0.51
0.25
Worst Rolling Year
11.84%
0.71%
Value at Worst Rolling Year
₹1.12 Cr
₹1.01 Cr
Deepest Drawdown
−23.37%
−29.07%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.76%
Median Rolling Year
21.02%
19.48%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 2% · M 52% · S 44%
Number of Stocks
35
33
Portfolio P/E
—
31.12
Top 5 Holdings
—
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
1.00% / yr
2.50% / yr
Performance Fee / Plan
20% of profit, above 10%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 1% / 0%