Portfolio Management Services (PMS)Compare Schemes
Renaissance - Midcap Portfolio vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
Renaissance - Midcap Portfolio
Right Horizons - India Business Leaders
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%
3.11%
6 Months
9.86%
4.12%
1 Year
0.86%
−0.25%
3 Years
8.29%
10.95%
5 Years
15.11%
10.56%
Since Inception
11.40%
10.62%
Fund Age
8 yrs 7 mo
13 yrs 8 mo
AUM
₹119.22 Cr
₹41.22 Cr
Alpha – 1 Year
1.21%
0.18%
Alpha – 3 Years
−0.71%
2.39%
Information Ratio – 3 Years
-0.05
0.52
Volatility – 1 Year
21.27%
20.61%
Volatility – 3 Years
19.22%
17.57%
Beta – 1 Year
1.20
1.24
Beta – 3 Years
1.19
1.19
Sharpe Ratio – 1 Year
-0.10
-0.18
Sharpe Ratio – 3 Years
0.25
0.46
Worst Rolling Year
0.71%
-10.52%
Value at Worst Rolling Year
₹1.01 Cr
₹0.89 Cr
Deepest Drawdown
−29.07%
−22.41%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.76%
93.48%
Median Rolling Year
19.48%
12.26%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
L 2% · M 52% · S 44%
L 70% · M 29%
Number of Stocks
33
25
Portfolio P/E
31.12
36.71
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%
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
Top Sectors
Financial Services · 30.58%
Information Technology · 20.15%
Consumer Services · 14.04%
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
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%