Portfolio Management Services (PMS)Compare Schemes
Renaissance - Midcap Portfolio vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
Renaissance - Midcap Portfolio
Solidarity Advisors - Prudence
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%
8.45%
6 Months
9.86%
29.49%
1 Year
0.86%
37.09%
3 Years
8.29%
18.49%
5 Years
15.11%
12.39%
Since Inception
11.40%
18.64%
Fund Age
8 yrs 7 mo
10 yrs 3 mo
AUM
₹119.22 Cr
₹1,760.35 Cr
Alpha – 1 Year
1.21%
32.37%
Alpha – 3 Years
−0.71%
6.40%
Information Ratio – 3 Years
-0.05
0.52
Volatility – 1 Year
21.27%
25.02%
Volatility – 3 Years
19.22%
18.27%
Beta – 1 Year
1.20
1.22
Beta – 3 Years
1.19
0.89
Sharpe Ratio – 1 Year
-0.10
1.18
Sharpe Ratio – 3 Years
0.25
0.74
Worst Rolling Year
0.71%
-0.28%
Value at Worst Rolling Year
₹1.01 Cr
₹1.00 Cr
Deepest Drawdown
−29.07%
−13.15%
Recovery Period
Not yet recovered
44 days
1-Year Rolling Windows Positive
99.76%
99.89%
Median Rolling Year
19.48%
16.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 2% · M 52% · S 44%
L 11% · S 71%
Number of Stocks
33
13
Portfolio P/E
31.12
41.36
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%
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
Financial Services · 30.58%
Information Technology · 20.15%
Consumer Services · 14.04%
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
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%