Portfolio Management Services (PMS)Compare Schemes
Renaissance - Midcap Portfolio vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
Renaissance - Midcap Portfolio
Right Horizons - Alliance
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.30%
1.80%
6 Months
9.86%
2.80%
1 Year
0.86%
4.89%
3 Years
8.29%
12.23%
5 Years
15.11%
10.64%
Since Inception
11.40%
8.93%
Fund Age
8 yrs 7 mo
12 yrs
AUM
₹119.22 Cr
₹134.76 Cr
Alpha – 1 Year
1.21%
−1.08%
Alpha – 3 Years
−0.71%
1.34%
Information Ratio – 3 Years
-0.05
0.07
Volatility – 1 Year
21.27%
10.79%
Volatility – 3 Years
19.22%
9.62%
Beta – 1 Year
1.20
1.04
Beta – 3 Years
1.19
1.10
Sharpe Ratio – 1 Year
-0.10
-0.01
Sharpe Ratio – 3 Years
0.25
0.69
Worst Rolling Year
0.71%
0.05%
Value at Worst Rolling Year
₹1.01 Cr
₹1.00 Cr
Deepest Drawdown
−29.07%
−11.50%
Recovery Period
Not yet recovered
80 days
1-Year Rolling Windows Positive
99.76%
99.79%
Median Rolling Year
19.48%
10.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 2% · M 52% · S 44%
L 50% · M 11% · S 8%
Number of Stocks
33
33
Portfolio P/E
31.12
25.96
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%
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Top Sectors
Financial Services · 30.58%
Information Technology · 20.15%
Consumer Services · 14.04%
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 1% / 0%
1% / – / –