Portfolio Management Services (PMS)Compare Schemes
Renaissance - Midcap Portfolio vs WhiteOak Capital Digital Leaders
Add SchemeGrowth of ₹1 Crore
Renaissance - Midcap Portfolio
WhiteOak Capital Digital Leaders
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%
7.88%
6 Months
9.86%
6.39%
1 Year
0.86%
0.37%
3 Years
8.29%
11.18%
5 Years
15.11%
—
Since Inception
11.40%
4.21%
Fund Age
8 yrs 7 mo
4 yrs 6 mo
AUM
₹119.22 Cr
₹59.82 Cr
Alpha – 1 Year
1.21%
−2.61%
Alpha – 3 Years
−0.71%
−0.71%
Information Ratio – 3 Years
-0.05
0.13
Volatility – 1 Year
21.27%
22.91%
Volatility – 3 Years
19.22%
17.96%
Beta – 1 Year
1.20
1.09
Beta – 3 Years
1.19
1.01
Sharpe Ratio – 1 Year
-0.10
-0.11
Sharpe Ratio – 3 Years
0.25
0.38
Worst Rolling Year
0.71%
3.87%
Value at Worst Rolling Year
₹1.01 Cr
₹1.04 Cr
Deepest Drawdown
−29.07%
−25.26%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.76%
100.00%
Median Rolling Year
19.48%
12.37%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 2% · M 52% · S 44%
L 40% · M 26% · S 33%
Number of Stocks
33
35
Portfolio P/E
31.12
45.30
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 · 10.20%
Bharti Airtel Ltd · 9.37%
Computer Age Management Services Ltd · 7.35%
HDFC Bank Ltd · 6.86%
Eternal Ltd · 5.79%
Top Sectors
Financial Services · 30.58%
Information Technology · 20.15%
Consumer Services · 14.04%
Financial Services · 39.01%
Consumer Services · 17.64%
Information Technology · 12.45%
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%