Portfolio Management Services (PMS)Compare Schemes
Renaissance - Opportunities Portfolio vs Right Horizons - Perennial
Add SchemeGrowth of ₹1 Crore
Renaissance - Opportunities Portfolio
Right Horizons - Perennial
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.04%
−0.19%
6 Months
0.28%
11.46%
1 Year
2.14%
8.21%
3 Years
10.02%
12.09%
5 Years
13.15%
11.81%
Since Inception
11.46%
13.34%
Fund Age
8 yrs 7 mo
5 yrs 3 mo
AUM
₹585.94 Cr
₹34.29 Cr
Alpha – 1 Year
2.49%
5.23%
Alpha – 3 Years
1.02%
0.21%
Information Ratio – 3 Years
0.18
0.17
Volatility – 1 Year
16.38%
24.84%
Volatility – 3 Years
14.42%
21.42%
Beta – 1 Year
1.00
1.25
Beta – 3 Years
0.96
1.08
Sharpe Ratio – 1 Year
-0.13
0.21
Sharpe Ratio – 3 Years
0.38
0.49
Worst Rolling Year
3.37%
7.11%
Value at Worst Rolling Year
₹1.03 Cr
₹1.07 Cr
Deepest Drawdown
−17.04%
−34.77%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.12%
18.26%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 65% · M 26% · S 8%
L 5% · M 7% · S 69%
Number of Stocks
31
37
Portfolio P/E
22.71
52.15
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%
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
Top Sectors
Financial Services · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 1% / 0%
2.5% / 0% / 0%