Portfolio Management Services (PMS)Compare Schemes
Renaissance - Opportunities Portfolio vs Sincere - Fixed Income plus Fund
Add SchemeGrowth of ₹1 Crore
Renaissance - Opportunities Portfolio
Sincere - Fixed Income plus Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−0.04%
2.31%
6 Months
0.28%
2.53%
1 Year
2.14%
6.47%
3 Years
10.02%
7.48%
5 Years
13.15%
—
Since Inception
11.46%
8.12%
Fund Age
8 yrs 7 mo
3 yrs 3 mo
AUM
₹585.94 Cr
₹32.76 Cr
Alpha – 1 Year
2.49%
−0.39%
Alpha – 3 Years
1.02%
−3.56%
Information Ratio – 3 Years
0.18
-0.35
Volatility – 1 Year
16.38%
5.60%
Volatility – 3 Years
14.42%
5.15%
Beta – 1 Year
1.00
0.43
Beta – 3 Years
0.96
0.49
Sharpe Ratio – 1 Year
-0.13
0.22
Sharpe Ratio – 3 Years
0.38
0.41
Worst Rolling Year
3.37%
6.82%
Value at Worst Rolling Year
₹1.03 Cr
₹1.07 Cr
Deepest Drawdown
−17.04%
−8.35%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.12%
7.67%
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
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 1% / 0%
3% / 2% / 1%