Portfolio Management Services (PMS)Compare Schemes
NJ - Multicap vs Renaissance - Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
NJ - Multicap
Renaissance - Opportunities Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.92%
−0.04%
6 Months
8.20%
0.28%
1 Year
15.48%
2.14%
3 Years
18.05%
10.02%
5 Years
15.54%
13.15%
Since Inception
14.61%
11.46%
Fund Age
10 yrs 4 mo
8 yrs 7 mo
AUM
₹747.6 Cr
₹585.94 Cr
Alpha – 1 Year
15.83%
2.49%
Alpha – 3 Years
9.06%
1.02%
Information Ratio – 3 Years
0.72
0.18
Volatility – 1 Year
18.67%
16.38%
Volatility – 3 Years
21.45%
14.42%
Beta – 1 Year
1.12
1.00
Beta – 3 Years
1.31
0.96
Sharpe Ratio – 1 Year
0.58
-0.13
Sharpe Ratio – 3 Years
0.64
0.38
Worst Rolling Year
-13.89%
3.37%
Value at Worst Rolling Year
₹0.86 Cr
₹1.03 Cr
Deepest Drawdown
−30.97%
−17.04%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
77.45%
100.00%
Median Rolling Year
21.11%
18.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 35% · M 50% · S 14%
L 65% · M 26% · S 8%
Number of Stocks
25
31
Portfolio P/E
31.22
22.71
Top 5 Holdings
Laurus Labs Ltd · 5.74%
Bharat Forge Ltd · 5.63%
Bharat Electronics Ltd · 5.04%
Navin Fluorine International Ltd · 4.96%
Radico Khaitan Ltd · 4.69%
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 · 33.34%
Automobile and Auto Components · 21.64%
Healthcare · 13.06%
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)
1% / 0% / 0%
1% / 1% / 0%