Portfolio Management Services (PMS)Compare Schemes
Renaissance - Opportunities Portfolio vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Renaissance - Opportunities Portfolio
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
Renaissance - Opportunities Portfolio
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.04%
12.27%
6 Months
0.28%
−1.13%
1 Year
2.14%
6.59%
3 Years
10.02%
20.44%
5 Years
13.15%
16.17%
Since Inception
11.46%
13.07%
Fund Age
8 yrs 7 mo
15 yrs 3 mo
AUM
₹585.94 Cr
—
Alpha – 1 Year
2.49%
6.87%
Alpha – 3 Years
1.02%
9.23%
Information Ratio – 3 Years
0.18
1.61
Volatility – 1 Year
16.38%
20.58%
Volatility – 3 Years
14.42%
16.59%
Beta – 1 Year
1.00
1.21
Beta – 3 Years
0.96
1.13
Sharpe Ratio – 1 Year
-0.13
0.15
Sharpe Ratio – 3 Years
0.38
0.90
Worst Rolling Year
3.37%
13.98%
Value at Worst Rolling Year
₹1.03 Cr
₹1.14 Cr
Deepest Drawdown
−17.04%
−16.19%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.12%
19.62%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 65% · M 26% · S 8%
L 73% · M 20% · S 7%
Number of Stocks
31
23
Portfolio P/E
22.71
35.58
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%
Hitachi Energy India Ltd · 8.58%
Trent Ltd · 7.52%
Nippon Life India Asset Management Ltd · 6.80%
Reliance Industries Ltd · 5.93%
ICICI Bank Ltd · 5.40%
Top Sectors
Financial Services · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
Financial Services · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 1% / 0%
1.5% / 1% / 0.5%