Portfolio Management Services (PMS)Compare Schemes
Renaissance - Midcap Portfolio vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Renaissance - Midcap Portfolio
Wealth Managers - Focused Leadership Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.30%
4.79%
6 Months
9.86%
13.10%
1 Year
0.86%
18.11%
3 Years
8.29%
14.56%
5 Years
15.11%
8.71%
Since Inception
11.40%
13.67%
Fund Age
8 yrs 7 mo
11 yrs 2 mo
AUM
₹119.22 Cr
₹138.06 Cr
Alpha – 1 Year
1.21%
18.46%
Alpha – 3 Years
−0.71%
5.57%
Information Ratio – 3 Years
-0.05
0.62
Volatility – 1 Year
21.27%
22.83%
Volatility – 3 Years
19.22%
16.72%
Beta – 1 Year
1.20
1.29
Beta – 3 Years
1.19
1.00
Sharpe Ratio – 1 Year
-0.10
0.61
Sharpe Ratio – 3 Years
0.25
0.55
Worst Rolling Year
0.71%
-8.44%
Value at Worst Rolling Year
₹1.01 Cr
₹0.92 Cr
Deepest Drawdown
−29.07%
−17.10%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
99.76%
92.53%
Median Rolling Year
19.48%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 2% · M 52% · S 44%
L 38% · M 14% · S 45%
Number of Stocks
33
18
Portfolio P/E
31.12
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Financial Services · 30.58%
Information Technology · 20.15%
Consumer Services · 14.04%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
1% / 1% / 0%
0% / 0% / 0%