Portfolio Management Services (PMS)Compare Schemes
Master Trust India Growth Strategy vs Renaissance - Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Master Trust India Growth Strategy
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
5.45%
3.30%
6 Months
16.85%
9.86%
1 Year
9.30%
0.86%
3 Years
14.05%
8.29%
5 Years
14.30%
15.11%
Since Inception
24.29%
11.40%
Fund Age
14 yrs 10 mo
8 yrs 7 mo
AUM
₹372.24 Cr
₹119.22 Cr
Alpha – 1 Year
4.58%
1.21%
Alpha – 3 Years
1.97%
−0.71%
Information Ratio – 3 Years
0.33
-0.05
Volatility – 1 Year
21.18%
21.27%
Volatility – 3 Years
20.18%
19.22%
Beta – 1 Year
1.04
1.20
Beta – 3 Years
1.12
1.19
Sharpe Ratio – 1 Year
0.27
-0.10
Sharpe Ratio – 3 Years
0.49
0.25
Worst Rolling Year
-10.46%
0.71%
Value at Worst Rolling Year
₹0.90 Cr
₹1.01 Cr
Deepest Drawdown
−23.77%
−29.07%
Recovery Period
99 days
Not yet recovered
1-Year Rolling Windows Positive
93.61%
99.76%
Median Rolling Year
27.35%
19.48%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 2% · M 52% · S 44%
Number of Stocks
—
33
Portfolio P/E
—
31.12
Top 5 Holdings
Antelopus Selan Energy Ltd
Landmark Cars Ltd
Shilpa Medicare Ltd
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
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1.5% / 0.5%
1% / 1% / 0%