Portfolio Management Services (PMS)Compare Schemes
Renaissance - Opportunities Portfolio vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
Renaissance - Opportunities Portfolio
Samvitti-PMS Active Alpha Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.04%
10.15%
6 Months
0.28%
31.39%
1 Year
2.14%
26.01%
3 Years
10.02%
19.28%
5 Years
13.15%
23.67%
Since Inception
11.46%
28.23%
Fund Age
8 yrs 7 mo
5 yrs 4 mo
AUM
₹585.94 Cr
₹483.07 Cr
Alpha – 1 Year
2.49%
21.29%
Alpha – 3 Years
1.02%
7.19%
Information Ratio – 3 Years
0.18
0.38
Volatility – 1 Year
16.38%
27.77%
Volatility – 3 Years
14.42%
26.19%
Beta – 1 Year
1.00
1.29
Beta – 3 Years
0.96
1.20
Sharpe Ratio – 1 Year
-0.13
0.78
Sharpe Ratio – 3 Years
0.38
0.61
Worst Rolling Year
3.37%
19.29%
Value at Worst Rolling Year
₹1.03 Cr
₹1.19 Cr
Deepest Drawdown
−17.04%
−32.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.12%
33.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 65% · M 26% · S 8%
L 12% · M 6% · S 81%
Number of Stocks
31
63
Portfolio P/E
22.71
62.66
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%
—
Top Sectors
Financial Services · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 1% / 0%
0% / 0% / 0%