Portfolio Management Services (PMS)Compare Schemes
Ksema - Alpha vs Renaissance - Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Ksema - Alpha
Renaissance - Midcap Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.08%
3.30%
6 Months
1.74%
9.86%
1 Year
10.49%
0.86%
3 Years
12.80%
8.29%
5 Years
12.91%
15.11%
Since Inception
15.37%
11.40%
Fund Age
7 yrs 7 mo
8 yrs 7 mo
AUM
₹15.96 Cr
₹119.22 Cr
Alpha – 1 Year
10.84%
1.21%
Alpha – 3 Years
3.80%
−0.71%
Information Ratio – 3 Years
0.47
-0.05
Volatility – 1 Year
19.22%
21.27%
Volatility – 3 Years
17.53%
19.22%
Beta – 1 Year
1.18
1.20
Beta – 3 Years
1.15
1.19
Sharpe Ratio – 1 Year
0.34
-0.10
Sharpe Ratio – 3 Years
0.48
0.25
Worst Rolling Year
12.46%
0.71%
Value at Worst Rolling Year
₹1.12 Cr
₹1.01 Cr
Deepest Drawdown
−19.38%
−29.07%
Recovery Period
275 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.76%
Median Rolling Year
18.63%
19.48%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 64% · M 15% · S 21%
L 2% · M 52% · S 44%
Number of Stocks
38
33
Portfolio P/E
24.65
31.12
Top 5 Holdings
ICICI Bank Ltd · 7.48%
Reliance Industries Ltd · 5.01%
State Bank of India · 4.98%
Larsen & Toubro Ltd · 4.80%
Hindustan Aeronautics Ltd · 4.61%
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 · 28.23%
Capital Goods · 19.95%
Automobile and Auto Components · 17.15%
Financial Services · 30.58%
Information Technology · 20.15%
Consumer Services · 14.04%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / 1% / 0%