Portfolio Management Services (PMS)Compare Schemes
Renaissance - Midcap Portfolio vs SBI MF - ESG Portfolio
Add SchemeGrowth of ₹1 Crore
Renaissance - Midcap Portfolio
SBI MF - ESG 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%
2.26%
6 Months
9.86%
18.40%
1 Year
0.86%
9.21%
3 Years
8.29%
13.13%
5 Years
15.11%
13.39%
Since Inception
11.40%
14.83%
Fund Age
8 yrs 7 mo
10 yrs
AUM
₹119.22 Cr
₹666.2 Cr
Alpha – 1 Year
1.21%
9.64%
Alpha – 3 Years
−0.71%
4.56%
Information Ratio – 3 Years
-0.05
0.38
Volatility – 1 Year
21.27%
18.95%
Volatility – 3 Years
19.22%
16.01%
Beta – 1 Year
1.20
0.98
Beta – 3 Years
1.19
0.90
Sharpe Ratio – 1 Year
-0.10
0.27
Sharpe Ratio – 3 Years
0.25
0.52
Worst Rolling Year
0.71%
-3.31%
Value at Worst Rolling Year
₹1.01 Cr
₹0.97 Cr
Deepest Drawdown
−29.07%
−20.80%
Recovery Period
Not yet recovered
109 days
1-Year Rolling Windows Positive
99.76%
96.71%
Median Rolling Year
19.48%
17.72%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 2% · M 52% · S 44%
L 13% · M 17% · S 66%
Number of Stocks
33
—
Portfolio P/E
31.12
—
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%
Kernex Microsystems (India) Ltd · 7.03%
Aequs Ltd · 6.81%
Stylam Industries Ltd · 6.53%
Goodluck India Ltd · 6.26%
Kingfa Science & Technology (India) Ltd · 5.52%
Top Sectors
Financial Services · 30.58%
Information Technology · 20.15%
Consumer Services · 14.04%
—
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%