Portfolio Management Services (PMS)Compare Schemes
Renaissance - Opportunities Portfolio vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
Renaissance - Opportunities Portfolio
Right Horizons - Alliance
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%
1.80%
6 Months
0.28%
2.80%
1 Year
2.14%
4.89%
3 Years
10.02%
12.23%
5 Years
13.15%
10.64%
Since Inception
11.46%
8.93%
Fund Age
8 yrs 7 mo
12 yrs
AUM
₹585.94 Cr
₹134.76 Cr
Alpha – 1 Year
2.49%
−1.08%
Alpha – 3 Years
1.02%
1.34%
Information Ratio – 3 Years
0.18
0.07
Volatility – 1 Year
16.38%
10.79%
Volatility – 3 Years
14.42%
9.62%
Beta – 1 Year
1.00
1.04
Beta – 3 Years
0.96
1.10
Sharpe Ratio – 1 Year
-0.13
-0.01
Sharpe Ratio – 3 Years
0.38
0.69
Worst Rolling Year
3.37%
0.05%
Value at Worst Rolling Year
₹1.03 Cr
₹1.00 Cr
Deepest Drawdown
−17.04%
−11.50%
Recovery Period
Not yet recovered
80 days
1-Year Rolling Windows Positive
100.00%
99.79%
Median Rolling Year
18.12%
10.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 65% · M 26% · S 8%
L 50% · M 11% · S 8%
Number of Stocks
31
33
Portfolio P/E
22.71
25.96
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%
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Top Sectors
Financial Services · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 1% / 0%
1% / – / –