Portfolio Management Services (PMS)Compare Schemes
KEDIA - Multi Cap vs Renaissance - Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
KEDIA - Multi Cap
Renaissance - Opportunities Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.23%
−0.04%
6 Months
7.97%
0.28%
1 Year
6.21%
2.14%
3 Years
12.78%
10.02%
5 Years
14.19%
13.15%
Since Inception
16.41%
11.46%
Fund Age
7 yrs 3 mo
8 yrs 7 mo
AUM
₹115.97 Cr
₹585.94 Cr
Alpha – 1 Year
1.49%
2.49%
Alpha – 3 Years
0.69%
1.02%
Information Ratio – 3 Years
0.20
0.18
Volatility – 1 Year
15.75%
16.38%
Volatility – 3 Years
15.69%
14.42%
Beta – 1 Year
0.82
1.00
Beta – 3 Years
0.88
0.96
Sharpe Ratio – 1 Year
0.12
-0.13
Sharpe Ratio – 3 Years
0.51
0.38
Worst Rolling Year
11.84%
3.37%
Value at Worst Rolling Year
₹1.12 Cr
₹1.03 Cr
Deepest Drawdown
−23.37%
−17.04%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
21.02%
18.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 65% · M 26% · S 8%
Number of Stocks
35
31
Portfolio P/E
—
22.71
Top 5 Holdings
—
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
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%