Portfolio Management Services (PMS)Compare Schemes
Renaissance - Midcap Portfolio vs WhiteOak Capital Business Leaders
Add SchemeGrowth of ₹1 Crore
Renaissance - Midcap Portfolio
WhiteOak Capital Business Leaders
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.30%
3.42%
6 Months
9.86%
2.89%
1 Year
0.86%
2.59%
3 Years
8.29%
10.39%
5 Years
15.11%
8.86%
Since Inception
11.40%
11.13%
Fund Age
8 yrs 7 mo
5 yrs 6 mo
AUM
₹119.22 Cr
₹63.54 Cr
Alpha – 1 Year
1.21%
−0.39%
Alpha – 3 Years
−0.71%
−1.50%
Information Ratio – 3 Years
-0.05
-0.34
Volatility – 1 Year
21.27%
16.68%
Volatility – 3 Years
19.22%
13.79%
Beta – 1 Year
1.20
0.95
Beta – 3 Years
1.19
0.88
Sharpe Ratio – 1 Year
-0.10
-0.09
Sharpe Ratio – 3 Years
0.25
0.40
Worst Rolling Year
0.71%
6.98%
Value at Worst Rolling Year
₹1.01 Cr
₹1.07 Cr
Deepest Drawdown
−29.07%
−15.31%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
99.76%
100.00%
Median Rolling Year
19.48%
12.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 2% · M 52% · S 44%
L 69% · M 25% · S 5%
Number of Stocks
33
40
Portfolio P/E
31.12
30.67
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%
ICICI Bank Ltd · 9.92%
HDFC Bank Ltd · 7.54%
Bharti Airtel Ltd · 6.09%
State Bank of India · 4.33%
Nestle India Ltd · 4.12%
Top Sectors
Financial Services · 30.58%
Information Technology · 20.15%
Consumer Services · 14.04%
Financial Services · 34.64%
Healthcare · 9.38%
Oil, Gas & Consumable Fuels · 6.89%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 1% / 0%
0% / 0% / 0%