Portfolio Management Services (PMS)Compare Schemes
Renaissance - Opportunities Portfolio vs SHREE RAMA MANAGERS - Shree Lakshmi Plan
Add SchemeGrowth of ₹1 Crore
Renaissance - Opportunities Portfolio
SHREE RAMA MANAGERS - Shree Lakshmi Plan
Return for the risk
3 yrs return
0%
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%
6.62%
1 Year
2.14%
3.66%
3 Years
10.02%
7.96%
5 Years
13.15%
—
Since Inception
11.46%
12.37%
Fund Age
8 yrs 7 mo
4 yrs 2 mo
AUM
₹585.94 Cr
₹134.62 Cr
Alpha – 1 Year
2.49%
0.68%
Alpha – 3 Years
1.02%
−3.93%
Information Ratio – 3 Years
0.18
-0.10
Volatility – 1 Year
16.38%
21.69%
Volatility – 3 Years
14.42%
21.88%
Beta – 1 Year
1.00
1.14
Beta – 3 Years
0.96
1.11
Sharpe Ratio – 1 Year
-0.13
0.02
Sharpe Ratio – 3 Years
0.38
0.21
Worst Rolling Year
3.37%
7.96%
Value at Worst Rolling Year
₹1.03 Cr
₹1.08 Cr
Deepest Drawdown
−17.04%
−29.81%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.12%
15.34%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 65% · M 26% · S 8%
—
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%
—
Top Sectors
Financial Services · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
—
Fixed Fee
2.50% / yr
0.90% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 1% / 0%
3% / 2% / 1%