Portfolio Management Services (PMS)Compare Schemes
Renaissance - Midcap Portfolio vs Turtle Wealth - Profit Mantra
Add SchemeGrowth of ₹1 Crore
Renaissance - Midcap Portfolio
Turtle Wealth - Profit Mantra
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
3.30%
7.48%
6 Months
9.86%
9.42%
1 Year
0.86%
28.25%
3 Years
8.29%
18.47%
5 Years
15.11%
21.31%
Since Inception
11.40%
21.69%
Fund Age
8 yrs 7 mo
5 yrs
AUM
₹119.22 Cr
₹79.02 Cr
Alpha – 1 Year
1.21%
23.53%
Alpha – 3 Years
−0.71%
6.38%
Information Ratio – 3 Years
-0.05
0.27
Volatility – 1 Year
21.27%
18.12%
Volatility – 3 Years
19.22%
27.25%
Beta – 1 Year
1.20
0.87
Beta – 3 Years
1.19
0.86
Sharpe Ratio – 1 Year
-0.10
1.18
Sharpe Ratio – 3 Years
0.25
0.56
Worst Rolling Year
0.71%
15.67%
Value at Worst Rolling Year
₹1.01 Cr
₹1.16 Cr
Deepest Drawdown
−29.07%
−30.64%
Recovery Period
Not yet recovered
114 days
1-Year Rolling Windows Positive
99.76%
100.00%
Median Rolling Year
19.48%
25.67%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 2% · M 52% · S 44%
L 10% · M 9% · S 69%
Number of Stocks
33
34
Portfolio P/E
31.12
57.02
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 · 17.12%
R R Kabel Ltd · 4.40%
Rubicon Research Ltd · 4.35%
Acutaas Chemicals Ltd · 4.12%
SPR Auto Technologies Ltd · 4.07%
Top Sectors
Financial Services · 30.58%
Information Technology · 20.15%
Consumer Services · 14.04%
Capital Goods · 29.11%
Healthcare · 27.12%
Financial Services · 8.67%
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%