Portfolio Management Services (PMS)Compare Schemes
Renaissance - Midcap Portfolio vs Right Horizons - Perennial
Add SchemeGrowth of ₹1 Crore
Renaissance - Midcap Portfolio
Right Horizons - Perennial
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.30%
−0.19%
6 Months
9.86%
11.46%
1 Year
0.86%
8.21%
3 Years
8.29%
12.09%
5 Years
15.11%
11.81%
Since Inception
11.40%
13.34%
Fund Age
8 yrs 7 mo
5 yrs 3 mo
AUM
₹119.22 Cr
₹34.29 Cr
Alpha – 1 Year
1.21%
5.23%
Alpha – 3 Years
−0.71%
0.21%
Information Ratio – 3 Years
-0.05
0.17
Volatility – 1 Year
21.27%
24.84%
Volatility – 3 Years
19.22%
21.42%
Beta – 1 Year
1.20
1.25
Beta – 3 Years
1.19
1.08
Sharpe Ratio – 1 Year
-0.10
0.21
Sharpe Ratio – 3 Years
0.25
0.49
Worst Rolling Year
0.71%
7.11%
Value at Worst Rolling Year
₹1.01 Cr
₹1.07 Cr
Deepest Drawdown
−29.07%
−34.77%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.76%
100.00%
Median Rolling Year
19.48%
18.26%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 2% · M 52% · S 44%
L 5% · M 7% · S 69%
Number of Stocks
33
37
Portfolio P/E
31.12
52.15
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%
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
Top Sectors
Financial Services · 30.58%
Information Technology · 20.15%
Consumer Services · 14.04%
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 1% / 0%
2.5% / 0% / 0%