Portfolio Management Services (PMS)Compare Schemes
Motilal Oswal - NTDOP vs Renaissance - Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Motilal Oswal - NTDOP
Renaissance - Opportunities Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.69%
−0.04%
6 Months
8.66%
0.28%
1 Year
4.44%
2.14%
3 Years
14.48%
10.02%
5 Years
8.94%
13.15%
Since Inception
14.23%
11.46%
Fund Age
18 yrs 11 mo
8 yrs 7 mo
AUM
₹4,562.38 Cr
₹585.94 Cr
Alpha – 1 Year
1.46%
2.49%
Alpha – 3 Years
2.60%
1.02%
Information Ratio – 3 Years
0.08
0.18
Volatility – 1 Year
20.33%
16.38%
Volatility – 3 Years
19.22%
14.42%
Beta – 1 Year
1.12
1.00
Beta – 3 Years
1.12
0.96
Sharpe Ratio – 1 Year
0.00
-0.13
Sharpe Ratio – 3 Years
0.51
0.38
Worst Rolling Year
-6.78%
3.37%
Value at Worst Rolling Year
₹0.93 Cr
₹1.03 Cr
Deepest Drawdown
−26.97%
−17.04%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
96.01%
100.00%
Median Rolling Year
15.06%
18.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 16% · M 42% · S 38%
L 65% · M 26% · S 8%
Number of Stocks
33
31
Portfolio P/E
40.71
22.71
Top 5 Holdings
Kalyan Jewellers India Ltd · 5.21%
PG Electroplast Ltd · 4.77%
IDFC First Bank Ltd · 4.60%
Piramal Finance Ltd · 4.45%
Cash & Cash Equivalent · 4.28%
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 · 34.98%
Consumer Durables · 14.15%
Capital Goods · 12.45%
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%