Portfolio Management Services (PMS)Compare Schemes
Renaissance - Opportunities Portfolio vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
Renaissance - Opportunities Portfolio
Tamohara - Q Strategy
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.04%
−0.46%
6 Months
0.28%
6.77%
1 Year
2.14%
7.38%
3 Years
10.02%
9.03%
5 Years
13.15%
—
Since Inception
11.46%
10.29%
Fund Age
8 yrs 7 mo
4 yrs 2 mo
AUM
₹585.94 Cr
₹9.69 Cr
Alpha – 1 Year
2.49%
7.73%
Alpha – 3 Years
1.02%
0.04%
Information Ratio – 3 Years
0.18
0.09
Volatility – 1 Year
16.38%
17.08%
Volatility – 3 Years
14.42%
16.18%
Beta – 1 Year
1.00
0.95
Beta – 3 Years
0.96
1.08
Sharpe Ratio – 1 Year
-0.13
0.20
Sharpe Ratio – 3 Years
0.38
0.33
Worst Rolling Year
3.37%
7.39%
Value at Worst Rolling Year
₹1.03 Cr
₹1.07 Cr
Deepest Drawdown
−17.04%
−24.88%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.12%
9.85%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 65% · M 26% · S 8%
L 41% · M 53%
Number of Stocks
31
22
Portfolio P/E
22.71
44.95
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%
Hero MotoCorp Ltd · 4.91%
Eicher Motors Ltd · 4.84%
Sun Pharmaceutical Industries Ltd · 4.82%
Pidilite Industries Ltd · 4.82%
Oracle Financial Services Software Ltd · 4.77%
Top Sectors
Financial Services · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 1% / 0%
1% / – / –