Portfolio Management Services (PMS)Compare Schemes
Renaissance - Opportunities Portfolio vs Tamohara - TIOS
Add SchemeGrowth of ₹1 Crore
Renaissance - Opportunities Portfolio
Tamohara - TIOS
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%
3.29%
6 Months
0.28%
14.68%
1 Year
2.14%
11.65%
3 Years
10.02%
7.09%
5 Years
13.15%
8.41%
Since Inception
11.46%
10.45%
Fund Age
8 yrs 7 mo
10 yrs 5 mo
AUM
₹585.94 Cr
₹24.48 Cr
Alpha – 1 Year
2.49%
12.00%
Alpha – 3 Years
1.02%
−1.90%
Information Ratio – 3 Years
0.18
-0.12
Volatility – 1 Year
16.38%
20.48%
Volatility – 3 Years
14.42%
16.32%
Beta – 1 Year
1.00
1.11
Beta – 3 Years
0.96
1.00
Sharpe Ratio – 1 Year
-0.13
0.36
Sharpe Ratio – 3 Years
0.38
0.15
Worst Rolling Year
3.37%
-5.06%
Value at Worst Rolling Year
₹1.03 Cr
₹0.95 Cr
Deepest Drawdown
−17.04%
−24.00%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
92.00%
Median Rolling Year
18.12%
9.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 65% · M 26% · S 8%
L 41% · M 5% · S 35%
Number of Stocks
31
31
Portfolio P/E
22.71
28.34
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%
Other Funds · 14.39%
Bharti Airtel Ltd · 6.81%
HDFC Bank Ltd · 6.63%
Reliance Industries Ltd · 5.02%
Shivalik Bimetal Controls Ltd · 4.45%
Top Sectors
Financial Services · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
Financial Services · 23.90%
Capital Goods · 12.70%
Fast Moving Consumer Goods · 8.38%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 1% / 0%
1% / – / –