Portfolio Management Services (PMS)Compare Schemes
Renaissance - Midcap Portfolio vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Renaissance - Midcap Portfolio
Turtle Wealth -Growth Mantra
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%
9.22%
6 Months
9.86%
9.86%
1 Year
0.86%
32.16%
3 Years
8.29%
19.13%
5 Years
15.11%
12.16%
Since Inception
11.40%
16.12%
Fund Age
8 yrs 7 mo
5 yrs 10 mo
AUM
₹119.22 Cr
₹170.31 Cr
Alpha – 1 Year
1.21%
27.44%
Alpha – 3 Years
−0.71%
7.04%
Information Ratio – 3 Years
-0.05
0.58
Volatility – 1 Year
21.27%
17.07%
Volatility – 3 Years
19.22%
17.73%
Beta – 1 Year
1.20
0.65
Beta – 3 Years
1.19
0.86
Sharpe Ratio – 1 Year
-0.10
1.42
Sharpe Ratio – 3 Years
0.25
0.79
Worst Rolling Year
0.71%
0.71%
Value at Worst Rolling Year
₹1.01 Cr
₹1.01 Cr
Deepest Drawdown
−29.07%
−30.82%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
99.76%
99.71%
Median Rolling Year
19.48%
14.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 2% · M 52% · S 44%
L 11% · M 1% · S 72%
Number of Stocks
33
18
Portfolio P/E
31.12
52.74
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%
Cash & Cash Equivalent · 19.09%
Acutaas Chemicals Ltd · 8.69%
R R Kabel Ltd · 6.98%
Torrent Pharmaceuticals Ltd · 6.64%
TD Power Systems Ltd · 6.12%
Top Sectors
Financial Services · 30.58%
Information Technology · 20.15%
Consumer Services · 14.04%
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
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%