Portfolio Management Services (PMS)Compare Schemes
Nippon - Emerging India - EIP vs Renaissance - Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Nippon - Emerging India - EIP
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
2.63%
−0.04%
6 Months
13.11%
0.28%
1 Year
15.44%
2.14%
3 Years
15.82%
10.02%
5 Years
15.29%
13.15%
Since Inception
15.37%
11.46%
Fund Age
9 yrs 4 mo
8 yrs 7 mo
AUM
₹32.48 Cr
₹585.94 Cr
Alpha – 1 Year
10.72%
2.49%
Alpha – 3 Years
3.73%
1.02%
Information Ratio – 3 Years
0.69
0.18
Volatility – 1 Year
17.99%
16.38%
Volatility – 3 Years
17.45%
14.42%
Beta – 1 Year
0.99
1.00
Beta – 3 Years
1.02
0.96
Sharpe Ratio – 1 Year
0.59
-0.13
Sharpe Ratio – 3 Years
0.71
0.38
Worst Rolling Year
-6.27%
3.37%
Value at Worst Rolling Year
₹0.94 Cr
₹1.03 Cr
Deepest Drawdown
−21.15%
−17.04%
Recovery Period
474 days
Not yet recovered
1-Year Rolling Windows Positive
92.43%
100.00%
Median Rolling Year
21.04%
18.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 8% · M 22% · S 44%
L 65% · M 26% · S 8%
Number of Stocks
30
31
Portfolio P/E
30.67
22.71
Top 5 Holdings
Other Equity · 21.17%
Cash & Cash Equivalent · 6.98%
Cholamandalam Investment & Finance Company Ltd · 5.06%
Timken India Ltd · 4.58%
Coforge Ltd · 3.36%
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 · 34.00%
Healthcare · 12.40%
Information Technology · 7.16%
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%