Portfolio Management Services (PMS)Compare Schemes
Renaissance - Midcap Portfolio vs Roha Asset Managers - Emerging Champion
Add SchemeGrowth of ₹1 Crore
Renaissance - Midcap Portfolio
Roha Asset Managers - Emerging Champion
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%
0.18%
6 Months
9.86%
10.94%
1 Year
0.86%
1.03%
3 Years
8.29%
11.45%
5 Years
15.11%
15.19%
Since Inception
11.40%
27.03%
Fund Age
8 yrs 7 mo
5 yrs 11 mo
AUM
₹119.22 Cr
₹298.71 Cr
Alpha – 1 Year
1.21%
−3.69%
Alpha – 3 Years
−0.71%
−0.64%
Information Ratio – 3 Years
-0.05
-0.04
Volatility – 1 Year
21.27%
27.68%
Volatility – 3 Years
19.22%
23.40%
Beta – 1 Year
1.20
1.45
Beta – 3 Years
1.19
1.22
Sharpe Ratio – 1 Year
-0.10
-0.03
Sharpe Ratio – 3 Years
0.25
0.35
Worst Rolling Year
0.71%
—
Value at Worst Rolling Year
₹1.01 Cr
—
Deepest Drawdown
−29.07%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
99.76%
—
Median Rolling Year
19.48%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 2% · M 52% · S 44%
L 2% · M 2% · S 86%
Number of Stocks
33
36
Portfolio P/E
31.12
23.57
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%
Time Technoplast Ltd · 6.82%
Entero Healthcare Solutions Ltd · 5.11%
Shankara Buildpro Ltd · 5.05%
Sharda Cropchem Ltd · 4.83%
Tips Music Ltd · 4.41%
Top Sectors
Financial Services · 30.58%
Information Technology · 20.15%
Consumer Services · 14.04%
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 1% / 0%
1% / 0% / 0%