Portfolio Management Services (PMS)Compare Schemes
Renaissance - Midcap Portfolio vs Right Horizons - Flexi Cap
Add SchemeGrowth of ₹1 Crore
Renaissance - Midcap Portfolio
Right Horizons - Flexi Cap
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.30%
4.94%
6 Months
9.86%
11.49%
1 Year
0.86%
3.89%
3 Years
8.29%
8.19%
5 Years
15.11%
11.02%
Since Inception
11.40%
10.97%
Fund Age
8 yrs 7 mo
13 yrs 8 mo
AUM
₹119.22 Cr
₹360.51 Cr
Alpha – 1 Year
1.21%
0.91%
Alpha – 3 Years
−0.71%
−3.69%
Information Ratio – 3 Years
-0.05
-0.18
Volatility – 1 Year
21.27%
23.04%
Volatility – 3 Years
19.22%
19.34%
Beta – 1 Year
1.20
1.26
Beta – 3 Years
1.19
1.17
Sharpe Ratio – 1 Year
-0.10
0.04
Sharpe Ratio – 3 Years
0.25
0.30
Worst Rolling Year
0.71%
-8.10%
Value at Worst Rolling Year
₹1.01 Cr
₹0.92 Cr
Deepest Drawdown
−29.07%
−30.43%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.76%
95.59%
Median Rolling Year
19.48%
11.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 2% · M 52% · S 44%
L 38% · M 28% · S 33%
Number of Stocks
33
29
Portfolio P/E
31.12
37.17
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%
KEI Industries Ltd · 6.88%
Nuvama Wealth Management Ltd · 5.74%
ICICI Bank Ltd · 5.44%
Sky Gold & Diamonds Ltd · 5.38%
360 ONE WAM Ltd · 5.34%
Top Sectors
Financial Services · 30.58%
Information Technology · 20.15%
Consumer Services · 14.04%
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
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% / 0%