Portfolio Management Services (PMS)Compare Schemes
Master Trust India Growth Strategy vs Renaissance - Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Master Trust India Growth Strategy
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
5.45%
−0.04%
6 Months
16.85%
0.28%
1 Year
9.30%
2.14%
3 Years
14.05%
10.02%
5 Years
14.30%
13.15%
Since Inception
24.29%
11.46%
Fund Age
14 yrs 10 mo
8 yrs 7 mo
AUM
₹372.24 Cr
₹585.94 Cr
Alpha – 1 Year
4.58%
2.49%
Alpha – 3 Years
1.97%
1.02%
Information Ratio – 3 Years
0.33
0.18
Volatility – 1 Year
21.18%
16.38%
Volatility – 3 Years
20.18%
14.42%
Beta – 1 Year
1.04
1.00
Beta – 3 Years
1.12
0.96
Sharpe Ratio – 1 Year
0.27
-0.13
Sharpe Ratio – 3 Years
0.49
0.38
Worst Rolling Year
-10.46%
3.37%
Value at Worst Rolling Year
₹0.90 Cr
₹1.03 Cr
Deepest Drawdown
−23.77%
−17.04%
Recovery Period
99 days
Not yet recovered
1-Year Rolling Windows Positive
93.61%
100.00%
Median Rolling Year
27.35%
18.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 65% · M 26% · S 8%
Number of Stocks
—
31
Portfolio P/E
—
22.71
Top 5 Holdings
Antelopus Selan Energy Ltd
Landmark Cars Ltd
Shilpa Medicare Ltd
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
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1.5% / 0.5%
1% / 1% / 0%