Portfolio Management Services (PMS)Compare Schemes
NAFA - Emerging Bluechip vs Renaissance - Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
NAFA - Emerging Bluechip
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
0.39%
3.30%
6 Months
5.71%
9.86%
1 Year
−0.97%
0.86%
3 Years
8.86%
8.29%
5 Years
14.20%
15.11%
Since Inception
14.76%
11.40%
Fund Age
10 yrs 5 mo
8 yrs 7 mo
AUM
₹447.76 Cr
₹119.22 Cr
Alpha – 1 Year
−2.83%
1.21%
Alpha – 3 Years
−3.22%
−0.71%
Information Ratio – 3 Years
0.04
-0.05
Volatility – 1 Year
24.79%
21.27%
Volatility – 3 Years
21.25%
19.22%
Beta – 1 Year
1.35
1.20
Beta – 3 Years
1.20
1.19
Sharpe Ratio – 1 Year
-0.14
-0.10
Sharpe Ratio – 3 Years
0.31
0.25
Worst Rolling Year
-13.00%
0.71%
Value at Worst Rolling Year
₹0.87 Cr
₹1.01 Cr
Deepest Drawdown
−26.06%
−29.07%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
84.68%
99.76%
Median Rolling Year
19.56%
19.48%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 2% · M 12% · S 84%
L 2% · M 52% · S 44%
Number of Stocks
32
33
Portfolio P/E
33.69
31.12
Top 5 Holdings
Amagi Media Labs Ltd · 10.68%
Greenpanel Industries Ltd · 7.11%
CARE Ratings Ltd · 6.25%
Sona BLW Precision Forgings Ltd · 4.73%
KRBL Ltd · 4.06%
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
Information Technology · 17.58%
Financial Services · 15.44%
Consumer Durables · 15.24%
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)
1% / 0% / 0%
1% / 1% / 0%