Portfolio Management Services (PMS)Compare Schemes
Renaissance - Midcap Portfolio vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Renaissance - Midcap Portfolio
Sundaram Alternate - SISOP
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%
5.72%
6 Months
9.86%
23.48%
1 Year
0.86%
38.68%
3 Years
8.29%
26.01%
5 Years
15.11%
16.58%
Since Inception
11.40%
18.98%
Fund Age
8 yrs 7 mo
16 yrs 6 mo
AUM
₹119.22 Cr
₹1,885.18 Cr
Alpha – 1 Year
1.21%
33.96%
Alpha – 3 Years
−0.71%
13.92%
Information Ratio – 3 Years
-0.05
1.27
Volatility – 1 Year
21.27%
28.06%
Volatility – 3 Years
19.22%
20.41%
Beta – 1 Year
1.20
1.39
Beta – 3 Years
1.19
1.06
Sharpe Ratio – 1 Year
-0.10
1.12
Sharpe Ratio – 3 Years
0.25
1.06
Worst Rolling Year
0.71%
-4.06%
Value at Worst Rolling Year
₹1.01 Cr
₹0.96 Cr
Deepest Drawdown
−29.07%
−18.24%
Recovery Period
Not yet recovered
60 days
1-Year Rolling Windows Positive
99.76%
98.28%
Median Rolling Year
19.48%
16.41%
5-Year Rolling Windows Positive
100.00%
99.28%
Market-Cap Mix
L 2% · M 52% · S 44%
L 40% · M 32% · S 24%
Number of Stocks
33
28
Portfolio P/E
31.12
45.86
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%
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
Financial Services · 30.58%
Information Technology · 20.15%
Consumer Services · 14.04%
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
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%