Portfolio Management Services (PMS)Compare Schemes
Renaissance - Opportunities Portfolio vs SageOne - Smallcap Portfolio
Add SchemeGrowth of ₹1 Crore
Renaissance - Opportunities Portfolio
SageOne - Smallcap Portfolio
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%
0.91%
6 Months
0.28%
22.17%
1 Year
2.14%
13.49%
3 Years
10.02%
12.21%
5 Years
13.15%
11.23%
Since Inception
11.46%
22.14%
Fund Age
8 yrs 7 mo
7 yrs 4 mo
AUM
₹585.94 Cr
₹1,280.4 Cr
Alpha – 1 Year
2.49%
8.77%
Alpha – 3 Years
1.02%
0.12%
Information Ratio – 3 Years
0.18
0.01
Volatility – 1 Year
16.38%
24.60%
Volatility – 3 Years
14.42%
22.41%
Beta – 1 Year
1.00
1.20
Beta – 3 Years
0.96
1.15
Sharpe Ratio – 1 Year
-0.13
0.41
Sharpe Ratio – 3 Years
0.38
0.39
Worst Rolling Year
3.37%
4.49%
Value at Worst Rolling Year
₹1.03 Cr
₹1.04 Cr
Deepest Drawdown
−17.04%
−26.42%
Recovery Period
Not yet recovered
479 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.12%
19.05%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 65% · M 26% · S 8%
S 100%
Number of Stocks
31
18
Portfolio P/E
22.71
34.80
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%
SG Mart Ltd · 0.00%
EFC (I) Ltd · 0.00%
Goodluck India Ltd · 0.00%
Acutaas Chemicals Ltd · 0.00%
SG Finserve Ltd · 0.00%
Top Sectors
Financial Services · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
Building Materials · 27.00%
Finance · 14.00%
Managed Spaces · 13.00%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 1% / 0%
3% / 2% / 1%