Portfolio Management Services (PMS)Compare Schemes
Renaissance - Opportunities Portfolio vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
Renaissance - Opportunities Portfolio
Right Horizons - All Seasons
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−0.04%
1.32%
6 Months
0.28%
3.83%
1 Year
2.14%
9.77%
3 Years
10.02%
13.19%
5 Years
13.15%
12.01%
Since Inception
11.46%
14.38%
Fund Age
8 yrs 7 mo
6 yrs 8 mo
AUM
₹585.94 Cr
₹42.66 Cr
Alpha – 1 Year
2.49%
3.80%
Alpha – 3 Years
1.02%
2.30%
Information Ratio – 3 Years
0.18
0.23
Volatility – 1 Year
16.38%
15.84%
Volatility – 3 Years
14.42%
12.64%
Beta – 1 Year
1.00
1.56
Beta – 3 Years
0.96
1.48
Sharpe Ratio – 1 Year
-0.13
0.32
Sharpe Ratio – 3 Years
0.38
0.70
Worst Rolling Year
3.37%
9.09%
Value at Worst Rolling Year
₹1.03 Cr
₹1.09 Cr
Deepest Drawdown
−17.04%
−15.18%
Recovery Period
Not yet recovered
119 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.12%
15.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 65% · M 26% · S 8%
L 37% · M 21% · S 27%
Number of Stocks
31
16
Portfolio P/E
22.71
—
Top 5 Holdings
HDFC Bank Ltd · 8.67%
ICICI Bank Ltd · 6.31%
Infosys Ltd · 6.23%
Federal Bank Ltd · 4.97%
United Spirits Ltd · 4.92%
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
Top Sectors
Financial Services · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 1% / 0%
2% / 1% / 0%