Portfolio Management Services (PMS)Compare Schemes
Renaissance - Midcap Portfolio vs Right Horizons - Alphabots India Largecap 50
Add SchemeGrowth of ₹1 Crore
Renaissance - Midcap Portfolio
Right Horizons - Alphabots India Largecap 50
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.30%
4.41%
6 Months
9.86%
0.07%
1 Year
0.86%
4.08%
3 Years
8.29%
6.47%
5 Years
15.11%
—
Since Inception
11.40%
11.08%
Fund Age
8 yrs 7 mo
6 yrs 6 mo
AUM
₹119.22 Cr
₹1.91 Cr
Alpha – 1 Year
1.21%
4.51%
Alpha – 3 Years
−0.71%
−2.09%
Information Ratio – 3 Years
-0.05
-0.44
Volatility – 1 Year
21.27%
16.64%
Volatility – 3 Years
19.22%
14.35%
Beta – 1 Year
1.20
0.98
Beta – 3 Years
1.19
1.00
Sharpe Ratio – 1 Year
-0.10
-0.01
Sharpe Ratio – 3 Years
0.25
0.13
Worst Rolling Year
0.71%
5.64%
Value at Worst Rolling Year
₹1.01 Cr
₹1.06 Cr
Deepest Drawdown
−29.07%
−18.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.76%
100.00%
Median Rolling Year
19.48%
7.94%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 2% · M 52% · S 44%
L 90% · M 7%
Number of Stocks
33
50
Portfolio P/E
31.12
26.76
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%
Cash & Cash Equivalent · 3.22%
Hero MotoCorp Ltd · 2.92%
Hindalco Industries Ltd · 2.91%
Tata Steel Ltd · 2.82%
Eicher Motors Ltd · 2.74%
Top Sectors
Financial Services · 30.58%
Information Technology · 20.15%
Consumer Services · 14.04%
Financial Services · 21.29%
Automobile and Auto Components · 12.46%
Metals & Mining · 9.87%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 1% / 0%
2% / 1% / –