Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - Mid to Mega strategy vs Renaissance - Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - Mid to Mega strategy
Renaissance - Opportunities Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.17%
−0.04%
6 Months
19.62%
0.28%
1 Year
12.19%
2.14%
3 Years
23.51%
10.02%
5 Years
13.96%
13.15%
Since Inception
23.13%
11.46%
Fund Age
6 yrs 7 mo
8 yrs 7 mo
AUM
₹2,332.81 Cr
₹585.94 Cr
Alpha – 1 Year
9.21%
2.49%
Alpha – 3 Years
11.63%
1.02%
Information Ratio – 3 Years
0.83
0.18
Volatility – 1 Year
26.11%
16.38%
Volatility – 3 Years
21.82%
14.42%
Beta – 1 Year
1.32
1.00
Beta – 3 Years
1.14
0.96
Sharpe Ratio – 1 Year
0.33
-0.13
Sharpe Ratio – 3 Years
0.83
0.38
Worst Rolling Year
12.50%
3.37%
Value at Worst Rolling Year
₹1.13 Cr
₹1.03 Cr
Deepest Drawdown
−24.27%
−17.04%
Recovery Period
461 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
23.13%
18.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 14% · M 33% · S 52%
L 65% · M 26% · S 8%
Number of Stocks
33
31
Portfolio P/E
52.72
22.71
Top 5 Holdings
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
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 · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
Financial Services · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
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%