Portfolio Management Services (PMS)Compare Schemes
MASK Prime Picks vs Renaissance - Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
MASK Prime Picks
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
1.74%
3.30%
6 Months
3.03%
9.86%
1 Year
3.99%
0.86%
3 Years
8.85%
8.29%
5 Years
8.35%
15.11%
Since Inception
10.50%
11.40%
Fund Age
8 yrs 2 mo
8 yrs 7 mo
AUM
₹274.26 Cr
₹119.22 Cr
Alpha – 1 Year
−0.73%
1.21%
Alpha – 3 Years
−3.23%
−0.71%
Information Ratio – 3 Years
-0.72
-0.05
Volatility – 1 Year
15.72%
21.27%
Volatility – 3 Years
15.15%
19.22%
Beta – 1 Year
0.89
1.20
Beta – 3 Years
0.94
1.19
Sharpe Ratio – 1 Year
-0.08
-0.10
Sharpe Ratio – 3 Years
0.27
0.25
Worst Rolling Year
7.13%
0.71%
Value at Worst Rolling Year
₹1.07 Cr
₹1.01 Cr
Deepest Drawdown
−20.31%
−29.07%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.76%
Median Rolling Year
15.28%
19.48%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 48% · M 27% · S 18%
L 2% · M 52% · S 44%
Number of Stocks
40
33
Portfolio P/E
30.14
31.12
Top 5 Holdings
ICICI Bank Ltd · 4.71%
Reliance Industries Ltd · 4.51%
Bajaj Finance Ltd · 3.95%
Larsen & Toubro Ltd · 3.84%
HDFC Bank Ltd · 3.83%
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 · 31.99%
Consumer Durables · 12.01%
Automobile and Auto Components · 8.57%
Financial Services · 30.58%
Information Technology · 20.15%
Consumer Services · 14.04%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
0% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 1% / 0%