Portfolio Management Services (PMS)Compare Schemes
Renaissance - Opportunities Portfolio vs SBI MF - ESG Portfolio
Add SchemeGrowth of ₹1 Crore
Renaissance - Opportunities Portfolio
SBI MF - ESG 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%
2.26%
6 Months
0.28%
18.40%
1 Year
2.14%
9.21%
3 Years
10.02%
13.13%
5 Years
13.15%
13.39%
Since Inception
11.46%
14.83%
Fund Age
8 yrs 7 mo
10 yrs
AUM
₹585.94 Cr
₹666.2 Cr
Alpha – 1 Year
2.49%
9.64%
Alpha – 3 Years
1.02%
4.56%
Information Ratio – 3 Years
0.18
0.38
Volatility – 1 Year
16.38%
18.95%
Volatility – 3 Years
14.42%
16.01%
Beta – 1 Year
1.00
0.98
Beta – 3 Years
0.96
0.90
Sharpe Ratio – 1 Year
-0.13
0.27
Sharpe Ratio – 3 Years
0.38
0.52
Worst Rolling Year
3.37%
-3.31%
Value at Worst Rolling Year
₹1.03 Cr
₹0.97 Cr
Deepest Drawdown
−17.04%
−20.80%
Recovery Period
Not yet recovered
109 days
1-Year Rolling Windows Positive
100.00%
96.71%
Median Rolling Year
18.12%
17.72%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 65% · M 26% · S 8%
L 13% · M 17% · S 66%
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%
Kernex Microsystems (India) Ltd · 7.03%
Aequs Ltd · 6.81%
Stylam Industries Ltd · 6.53%
Goodluck India Ltd · 6.26%
Kingfa Science & Technology (India) Ltd · 5.52%
Top Sectors
Financial Services · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 1% / 0%
1% / 0% / 0%