Portfolio Management Services (PMS)Compare Schemes
Renaissance - Opportunities Portfolio vs Right Horizons - Flexi Cap
Add SchemeGrowth of ₹1 Crore
Renaissance - Opportunities Portfolio
Right Horizons - Flexi Cap
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
−0.04%
4.94%
6 Months
0.28%
11.49%
1 Year
2.14%
3.89%
3 Years
10.02%
8.19%
5 Years
13.15%
11.02%
Since Inception
11.46%
10.97%
Fund Age
8 yrs 7 mo
13 yrs 8 mo
AUM
₹585.94 Cr
₹360.51 Cr
Alpha – 1 Year
2.49%
0.91%
Alpha – 3 Years
1.02%
−3.69%
Information Ratio – 3 Years
0.18
-0.18
Volatility – 1 Year
16.38%
23.04%
Volatility – 3 Years
14.42%
19.34%
Beta – 1 Year
1.00
1.26
Beta – 3 Years
0.96
1.17
Sharpe Ratio – 1 Year
-0.13
0.04
Sharpe Ratio – 3 Years
0.38
0.30
Worst Rolling Year
3.37%
-8.10%
Value at Worst Rolling Year
₹1.03 Cr
₹0.92 Cr
Deepest Drawdown
−17.04%
−30.43%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
95.59%
Median Rolling Year
18.12%
11.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 65% · M 26% · S 8%
L 38% · M 28% · S 33%
Number of Stocks
31
29
Portfolio P/E
22.71
37.17
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%
KEI Industries Ltd · 6.88%
Nuvama Wealth Management Ltd · 5.74%
ICICI Bank Ltd · 5.44%
Sky Gold & Diamonds Ltd · 5.38%
360 ONE WAM Ltd · 5.34%
Top Sectors
Financial Services · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
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%