Portfolio Management Services (PMS)Compare Schemes
Renaissance - Opportunities Portfolio vs Right Horizons - Alphabots India Largecap 50
Add SchemeGrowth of ₹1 Crore
Renaissance - Opportunities Portfolio
Right Horizons - Alphabots India Largecap 50
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−0.04%
4.41%
6 Months
0.28%
0.07%
1 Year
2.14%
4.08%
3 Years
10.02%
6.47%
5 Years
13.15%
—
Since Inception
11.46%
11.08%
Fund Age
8 yrs 7 mo
6 yrs 6 mo
AUM
₹585.94 Cr
₹1.91 Cr
Alpha – 1 Year
2.49%
4.51%
Alpha – 3 Years
1.02%
−2.09%
Information Ratio – 3 Years
0.18
-0.44
Volatility – 1 Year
16.38%
16.64%
Volatility – 3 Years
14.42%
14.35%
Beta – 1 Year
1.00
0.98
Beta – 3 Years
0.96
1.00
Sharpe Ratio – 1 Year
-0.13
-0.01
Sharpe Ratio – 3 Years
0.38
0.13
Worst Rolling Year
3.37%
5.64%
Value at Worst Rolling Year
₹1.03 Cr
₹1.06 Cr
Deepest Drawdown
−17.04%
−18.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.12%
7.94%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 65% · M 26% · S 8%
L 90% · M 7%
Number of Stocks
31
50
Portfolio P/E
22.71
26.76
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%
Cash & Cash Equivalent · 3.22%
Hero MotoCorp Ltd · 2.92%
Hindalco Industries Ltd · 2.91%
Tata Steel Ltd · 2.82%
Eicher Motors Ltd · 2.74%
Top Sectors
Financial Services · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
Financial Services · 21.29%
Automobile and Auto Components · 12.46%
Metals & Mining · 9.87%
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% / –