Portfolio Management Services (PMS)Compare Schemes
Renaissance - Midcap Portfolio vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Renaissance - Midcap Portfolio
Sundaram Alternate - Rising Stars
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%
7.03%
6 Months
9.86%
31.10%
1 Year
0.86%
52.47%
3 Years
8.29%
17.74%
5 Years
15.11%
16.38%
Since Inception
11.40%
15.58%
Fund Age
8 yrs 7 mo
16 yrs 9 mo
AUM
₹119.22 Cr
₹132.42 Cr
Alpha – 1 Year
1.21%
47.75%
Alpha – 3 Years
−0.71%
5.65%
Information Ratio – 3 Years
-0.05
0.46
Volatility – 1 Year
21.27%
26.74%
Volatility – 3 Years
19.22%
21.32%
Beta – 1 Year
1.20
1.30
Beta – 3 Years
1.19
0.97
Sharpe Ratio – 1 Year
-0.10
1.52
Sharpe Ratio – 3 Years
0.25
0.68
Worst Rolling Year
0.71%
-15.93%
Value at Worst Rolling Year
₹1.01 Cr
₹0.84 Cr
Deepest Drawdown
−29.07%
−20.79%
Recovery Period
Not yet recovered
134 days
1-Year Rolling Windows Positive
99.76%
89.14%
Median Rolling Year
19.48%
15.32%
5-Year Rolling Windows Positive
100.00%
96.48%
Market-Cap Mix
L 2% · M 52% · S 44%
M 9% · S 83%
Number of Stocks
33
26
Portfolio P/E
31.12
31.63
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%
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
Financial Services · 30.58%
Information Technology · 20.15%
Consumer Services · 14.04%
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
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%