Portfolio Management Services (PMS)Compare Schemes
Renaissance - Opportunities Portfolio vs Silver Arch - India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Renaissance - Opportunities Portfolio
Silver Arch - India Equity Portfolio
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%
6.91%
6 Months
0.28%
15.63%
1 Year
2.14%
20.01%
3 Years
10.02%
17.10%
5 Years
13.15%
15.64%
Since Inception
11.46%
13.05%
Fund Age
8 yrs 7 mo
8 yrs 11 mo
AUM
₹585.94 Cr
₹46.46 Cr
Alpha – 1 Year
2.49%
15.29%
Alpha – 3 Years
1.02%
5.01%
Information Ratio – 3 Years
0.18
0.88
Volatility – 1 Year
16.38%
20.61%
Volatility – 3 Years
14.42%
19.98%
Beta – 1 Year
1.00
0.94
Beta – 3 Years
0.96
1.02
Sharpe Ratio – 1 Year
-0.13
0.73
Sharpe Ratio – 3 Years
0.38
0.85
Worst Rolling Year
3.37%
-3.76%
Value at Worst Rolling Year
₹1.03 Cr
₹0.96 Cr
Deepest Drawdown
−17.04%
−27.72%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
100.00%
93.14%
Median Rolling Year
18.12%
19.74%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 65% · M 26% · S 8%
L 27% · M 34% · S 33%
Number of Stocks
31
25
Portfolio P/E
22.71
41.42
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%
Bharat Electronics Ltd · 6.50%
Bharat Heavy Electricals Ltd · 6.00%
Multi Commodity Exchange of India Ltd · 5.50%
Cash & Cash Equivalent · 5.00%
Muthoot Finance Ltd · 5.00%
Top Sectors
Financial Services · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
Capital Goods · 35.00%
Financial Services · 21.00%
Metals & Mining · 18.50%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
1% / 1% / 0%
0% / 0% / 0%