Portfolio Management Services (PMS)Compare Schemes
Renaissance - Midcap Portfolio vs TRADESWIFT BROKING-MULTI ASSET
Add SchemeGrowth of ₹1 Crore
Renaissance - Midcap Portfolio
TRADESWIFT BROKING-MULTI ASSET
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.30%
0.77%
6 Months
9.86%
11.30%
1 Year
0.86%
5.88%
3 Years
8.29%
—
5 Years
15.11%
—
Since Inception
11.40%
10.85%
Fund Age
8 yrs 7 mo
2 yrs 5 mo
AUM
₹119.22 Cr
₹45.96 Cr
Alpha – 1 Year
1.21%
−0.98%
Alpha – 3 Years
−0.71%
—
Information Ratio – 3 Years
-0.05
—
Volatility – 1 Year
21.27%
21.88%
Volatility – 3 Years
19.22%
—
Beta – 1 Year
1.20
2.00
Beta – 3 Years
1.19
—
Sharpe Ratio – 1 Year
-0.10
0.12
Sharpe Ratio – 3 Years
0.25
—
Worst Rolling Year
0.71%
—
Value at Worst Rolling Year
₹1.01 Cr
—
Deepest Drawdown
−29.07%
−19.87%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.76%
—
Median Rolling Year
19.48%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 2% · M 52% · S 44%
L 12% · M 4% · S 66%
Number of Stocks
33
39
Portfolio P/E
31.12
23.43
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%
Cash & Cash Equivalent · 6.10%
BHARAT Bond ETF - April 2030 · 4.84%
Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 4.18%
Bharti Airtel Ltd · 3.97%
IRB InvIT Fund · 3.91%
Top Sectors
Financial Services · 30.58%
Information Technology · 20.15%
Consumer Services · 14.04%
Capital Goods · 19.09%
Financial Services · 11.34%
Healthcare · 8.87%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 1% / 0%
2% / 1.5% / 1%