Portfolio Management Services (PMS)Compare Schemes
Renaissance - Midcap Portfolio vs SageOne - Smallcap Portfolio
Add SchemeGrowth of ₹1 Crore
Renaissance - Midcap Portfolio
SageOne - Smallcap Portfolio
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%
0.91%
6 Months
9.86%
22.17%
1 Year
0.86%
13.49%
3 Years
8.29%
12.21%
5 Years
15.11%
11.23%
Since Inception
11.40%
22.14%
Fund Age
8 yrs 7 mo
7 yrs 4 mo
AUM
₹119.22 Cr
₹1,280.4 Cr
Alpha – 1 Year
1.21%
8.77%
Alpha – 3 Years
−0.71%
0.12%
Information Ratio – 3 Years
-0.05
0.01
Volatility – 1 Year
21.27%
24.60%
Volatility – 3 Years
19.22%
22.41%
Beta – 1 Year
1.20
1.20
Beta – 3 Years
1.19
1.15
Sharpe Ratio – 1 Year
-0.10
0.41
Sharpe Ratio – 3 Years
0.25
0.39
Worst Rolling Year
0.71%
4.49%
Value at Worst Rolling Year
₹1.01 Cr
₹1.04 Cr
Deepest Drawdown
−29.07%
−26.42%
Recovery Period
Not yet recovered
479 days
1-Year Rolling Windows Positive
99.76%
100.00%
Median Rolling Year
19.48%
19.05%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 2% · M 52% · S 44%
S 100%
Number of Stocks
33
18
Portfolio P/E
31.12
34.80
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%
SG Mart Ltd · 0.00%
EFC (I) Ltd · 0.00%
Goodluck India Ltd · 0.00%
Acutaas Chemicals Ltd · 0.00%
SG Finserve Ltd · 0.00%
Top Sectors
Financial Services · 30.58%
Information Technology · 20.15%
Consumer Services · 14.04%
Building Materials · 27.00%
Finance · 14.00%
Managed Spaces · 13.00%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 1% / 0%
3% / 2% / 1%