Portfolio Management Services (PMS)Compare Schemes
Renaissance - Opportunities Portfolio vs Sanctum Wealth - Indian Titans
Add SchemeGrowth of ₹1 Crore
Renaissance - Opportunities Portfolio
Sanctum Wealth - Indian Titans
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%
1.73%
6 Months
0.28%
7.38%
1 Year
2.14%
6.08%
3 Years
10.02%
8.22%
5 Years
13.15%
7.99%
Since Inception
11.46%
12.63%
Fund Age
8 yrs 7 mo
9 yrs 9 mo
AUM
₹585.94 Cr
₹145.75 Cr
Alpha – 1 Year
2.49%
1.36%
Alpha – 3 Years
1.02%
−3.87%
Information Ratio – 3 Years
0.18
-0.60
Volatility – 1 Year
16.38%
20.08%
Volatility – 3 Years
14.42%
16.27%
Beta – 1 Year
1.00
1.12
Beta – 3 Years
0.96
1.00
Sharpe Ratio – 1 Year
-0.13
0.13
Sharpe Ratio – 3 Years
0.38
0.24
Worst Rolling Year
3.37%
-1.76%
Value at Worst Rolling Year
₹1.03 Cr
₹0.98 Cr
Deepest Drawdown
−17.04%
−19.25%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.75%
Median Rolling Year
18.12%
13.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 65% · M 26% · S 8%
L 62% · M 20% · S 7%
Number of Stocks
31
25
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%
ICICI Bank Ltd · 7.20%
Divis Laboratories Ltd · 4.85%
Bajaj Finance Ltd · 4.43%
HDFC Bank Ltd · 4.13%
Solar Industries India Ltd · 4.07%
Top Sectors
Financial Services · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 1% / 0%
0% / 0% / 0%