Portfolio Management Services (PMS)Compare Schemes
Profusion Multi Strategy PMS vs Renaissance - Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Profusion Multi Strategy PMS
Renaissance - Midcap Portfolio
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.32%
3.30%
6 Months
4.47%
9.86%
1 Year
−9.70%
0.86%
3 Years
—
8.29%
5 Years
—
15.11%
Since Inception
13.40%
11.40%
Fund Age
2 yrs 8 mo
8 yrs 7 mo
AUM
₹11.72 Cr
₹119.22 Cr
Alpha – 1 Year
−4.20%
1.21%
Alpha – 3 Years
—
−0.71%
Information Ratio – 3 Years
—
-0.05
Volatility – 1 Year
9.16%
21.27%
Volatility – 3 Years
—
19.22%
Beta – 1 Year
0.51
1.20
Beta – 3 Years
—
1.19
Sharpe Ratio – 1 Year
-1.67
-0.10
Sharpe Ratio – 3 Years
—
0.25
Worst Rolling Year
—
0.71%
Value at Worst Rolling Year
—
₹1.01 Cr
Deepest Drawdown
−14.15%
−29.07%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
99.76%
Median Rolling Year
—
19.48%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 17% · M 21% · S 9%
L 2% · M 52% · S 44%
Number of Stocks
—
33
Portfolio P/E
—
31.12
Top 5 Holdings
Grasim Industries Ltd · 5.70%
Karnataka Bank Ltd · 4.60%
Mahindra & Mahindra Ltd · 4.50%
Piramal Enterprises Limited · 3.80%
Karur Vysya Bank Ltd · 3.80%
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
Financial Services · 14.50%
Construction Materials · 7.40%
Automobile and Auto Components · 4.50%
Financial Services · 30.58%
Information Technology · 20.15%
Consumer Services · 14.04%
Fixed Fee
1.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 1% / 0%