Portfolio Management Services (PMS)Compare Schemes
Renaissance - Opportunities Portfolio vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Renaissance - Opportunities Portfolio
Sundaram Alternate - Rising Stars
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%
7.03%
6 Months
0.28%
31.10%
1 Year
2.14%
52.47%
3 Years
10.02%
17.74%
5 Years
13.15%
16.38%
Since Inception
11.46%
15.58%
Fund Age
8 yrs 7 mo
16 yrs 9 mo
AUM
₹585.94 Cr
₹132.42 Cr
Alpha – 1 Year
2.49%
47.75%
Alpha – 3 Years
1.02%
5.65%
Information Ratio – 3 Years
0.18
0.46
Volatility – 1 Year
16.38%
26.74%
Volatility – 3 Years
14.42%
21.32%
Beta – 1 Year
1.00
1.30
Beta – 3 Years
0.96
0.97
Sharpe Ratio – 1 Year
-0.13
1.52
Sharpe Ratio – 3 Years
0.38
0.68
Worst Rolling Year
3.37%
-15.93%
Value at Worst Rolling Year
₹1.03 Cr
₹0.84 Cr
Deepest Drawdown
−17.04%
−20.79%
Recovery Period
Not yet recovered
134 days
1-Year Rolling Windows Positive
100.00%
89.14%
Median Rolling Year
18.12%
15.32%
5-Year Rolling Windows Positive
100.00%
96.48%
Market-Cap Mix
L 65% · M 26% · S 8%
M 9% · S 83%
Number of Stocks
31
26
Portfolio P/E
22.71
31.63
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%
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
Financial Services · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
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%