Portfolio Management Services (PMS)Compare Schemes
Renaissance - Midcap Portfolio vs SageOne Large and Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Renaissance - Midcap Portfolio
SageOne Large and Midcap Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.30%
2.20%
6 Months
9.86%
6.00%
1 Year
0.86%
4.90%
3 Years
8.29%
18.50%
5 Years
15.11%
—
Since Inception
11.40%
16.60%
Fund Age
8 yrs 7 mo
3 yrs
AUM
₹119.22 Cr
₹209.72 Cr
Alpha – 1 Year
1.21%
0.20%
Alpha – 3 Years
−0.71%
6.40%
Information Ratio – 3 Years
-0.05
1.16
Volatility – 1 Year
21.27%
19.79%
Volatility – 3 Years
19.22%
17.07%
Beta – 1 Year
1.20
1.06
Beta – 3 Years
1.19
1.05
Sharpe Ratio – 1 Year
-0.10
0.07
Sharpe Ratio – 3 Years
0.25
0.81
Worst Rolling Year
0.71%
18.52%
Value at Worst Rolling Year
₹1.01 Cr
₹1.19 Cr
Deepest Drawdown
−29.07%
−19.68%
Recovery Period
Not yet recovered
230 days
1-Year Rolling Windows Positive
99.76%
100.00%
Median Rolling Year
19.48%
18.77%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 2% · M 52% · S 44%
L 67% · M 33%
Number of Stocks
33
24
Portfolio P/E
31.12
40.00
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 · 0.00%
Tube Investments of India Ltd · 0.00%
Trent Ltd · 0.00%
Eternal Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Top Sectors
Financial Services · 30.58%
Information Technology · 20.15%
Consumer Services · 14.04%
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 1% / 0%
0% / 0% / 0%