Portfolio Management Services (PMS)Compare Schemes
Renaissance - Midcap Portfolio vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Renaissance - Midcap Portfolio
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.30%
7.67%
6 Months
9.86%
27.70%
1 Year
0.86%
47.52%
3 Years
8.29%
23.98%
5 Years
15.11%
15.87%
Since Inception
11.40%
18.55%
Fund Age
8 yrs 7 mo
16 yrs 2 mo
AUM
₹119.22 Cr
₹1,022.92 Cr
Alpha – 1 Year
1.21%
42.80%
Alpha – 3 Years
−0.71%
11.89%
Information Ratio – 3 Years
-0.05
1.12
Volatility – 1 Year
21.27%
28.29%
Volatility – 3 Years
19.22%
20.76%
Beta – 1 Year
1.20
1.36
Beta – 3 Years
1.19
1.07
Sharpe Ratio – 1 Year
-0.10
1.33
Sharpe Ratio – 3 Years
0.25
0.99
Worst Rolling Year
0.71%
-4.58%
Value at Worst Rolling Year
₹1.01 Cr
₹0.95 Cr
Deepest Drawdown
−29.07%
−19.51%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
99.76%
97.86%
Median Rolling Year
19.48%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 2% · M 52% · S 44%
L 22% · M 32% · S 42%
Number of Stocks
33
26
Portfolio P/E
31.12
50.74
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 · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
Financial Services · 30.58%
Information Technology · 20.15%
Consumer Services · 14.04%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
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%