Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal-Founders vs Renaissance - Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Motilal Oswal-Founders
Renaissance - Midcap Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.25%
3.30%
6 Months
15.19%
9.86%
1 Year
3.21%
0.86%
3 Years
19.65%
8.29%
5 Years
—
15.11%
Since Inception
25.09%
11.40%
Fund Age
3 yrs 5 mo
8 yrs 7 mo
AUM
₹4,148.34 Cr
₹119.22 Cr
Alpha – 1 Year
0.23%
1.21%
Alpha – 3 Years
7.77%
−0.71%
Information Ratio – 3 Years
0.62
-0.05
Volatility – 1 Year
21.54%
21.27%
Volatility – 3 Years
22.15%
19.22%
Beta – 1 Year
1.06
1.20
Beta – 3 Years
1.15
1.19
Sharpe Ratio – 1 Year
-0.01
-0.10
Sharpe Ratio – 3 Years
0.68
0.25
Worst Rolling Year
19.49%
0.71%
Value at Worst Rolling Year
₹1.19 Cr
₹1.01 Cr
Deepest Drawdown
−27.91%
−29.07%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.76%
Median Rolling Year
21.76%
19.48%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 26% · M 35% · S 37%
L 2% · M 52% · S 44%
Number of Stocks
26
33
Portfolio P/E
55.82
31.12
Top 5 Holdings
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
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
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
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)
2% / 0% / 0%
1% / 1% / 0%