Portfolio Management Services (PMS)Compare Schemes
Renaissance - Opportunities Portfolio vs Right Horizons - Supervalue Aggressive
Add SchemeGrowth of ₹1 Crore
Renaissance - Opportunities Portfolio
Right Horizons - Supervalue Aggressive
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%
2.93%
6 Months
0.28%
19.55%
1 Year
2.14%
11.69%
3 Years
10.02%
15.46%
5 Years
13.15%
—
Since Inception
11.46%
23.05%
Fund Age
8 yrs 7 mo
3 yrs 4 mo
AUM
₹585.94 Cr
₹95.08 Cr
Alpha – 1 Year
2.49%
8.71%
Alpha – 3 Years
1.02%
3.58%
Information Ratio – 3 Years
0.18
0.52
Volatility – 1 Year
16.38%
27.25%
Volatility – 3 Years
14.42%
23.29%
Beta – 1 Year
1.00
1.44
Beta – 3 Years
0.96
1.22
Sharpe Ratio – 1 Year
-0.13
0.33
Sharpe Ratio – 3 Years
0.38
0.66
Worst Rolling Year
3.37%
15.47%
Value at Worst Rolling Year
₹1.03 Cr
₹1.15 Cr
Deepest Drawdown
−17.04%
−32.01%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.12%
17.67%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 65% · M 26% · S 8%
—
Number of Stocks
31
—
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%
Sky Gold & Diamonds Ltd · 9.78%
Nuvama Wealth Management Ltd · 7.04%
KEI Industries Ltd · 5.98%
Yatharth Hospital & Trauma Care Services Ltd · 5.73%
V2 Retail Ltd · 5.11%
Top Sectors
Financial Services · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
—
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
1% / 1% / 0%
3% / 2% / 1%