Portfolio Management Services (PMS)Compare Schemes
Renaissance - Midcap Portfolio vs Renaissance - Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Renaissance - Midcap Portfolio
Renaissance - Opportunities Portfolio
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.30%
−0.04%
6 Months
9.86%
0.28%
1 Year
0.86%
2.14%
3 Years
8.29%
10.02%
5 Years
15.11%
13.15%
Since Inception
11.40%
11.46%
Fund Age
8 yrs 7 mo
8 yrs 7 mo
AUM
₹119.22 Cr
₹585.94 Cr
Alpha – 1 Year
1.21%
2.49%
Alpha – 3 Years
−0.71%
1.02%
Information Ratio – 3 Years
-0.05
0.18
Volatility – 1 Year
21.27%
16.38%
Volatility – 3 Years
19.22%
14.42%
Beta – 1 Year
1.20
1.00
Beta – 3 Years
1.19
0.96
Sharpe Ratio – 1 Year
-0.10
-0.13
Sharpe Ratio – 3 Years
0.25
0.38
Worst Rolling Year
0.71%
3.37%
Value at Worst Rolling Year
₹1.01 Cr
₹1.03 Cr
Deepest Drawdown
−29.07%
−17.04%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.76%
100.00%
Median Rolling Year
19.48%
18.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 2% · M 52% · S 44%
L 65% · M 26% · S 8%
Number of Stocks
33
31
Portfolio P/E
31.12
22.71
Top 5 Holdings
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%
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 · 30.58%
Information Technology · 20.15%
Consumer Services · 14.04%
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% / 1% / 0%
1% / 1% / 0%