Portfolio Management Services (PMS)Compare Schemes
Renaissance - Opportunities Portfolio vs True-Equity Factor Quant
Add SchemeGrowth of ₹1 Crore
Renaissance - Opportunities Portfolio
True-Equity Factor Quant
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%
1.09%
6 Months
0.28%
3.47%
1 Year
2.14%
−3.80%
3 Years
10.02%
11.26%
5 Years
13.15%
—
Since Inception
11.46%
13.40%
Fund Age
8 yrs 7 mo
3 yrs 11 mo
AUM
₹585.94 Cr
₹143.29 Cr
Alpha – 1 Year
2.49%
−6.78%
Alpha – 3 Years
1.02%
−0.63%
Information Ratio – 3 Years
0.18
-0.10
Volatility – 1 Year
16.38%
15.14%
Volatility – 3 Years
14.42%
16.91%
Beta – 1 Year
1.00
0.83
Beta – 3 Years
0.96
0.99
Sharpe Ratio – 1 Year
-0.13
-0.54
Sharpe Ratio – 3 Years
0.38
0.40
Worst Rolling Year
3.37%
11.18%
Value at Worst Rolling Year
₹1.03 Cr
₹1.11 Cr
Deepest Drawdown
−17.04%
−27.14%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.12%
17.01%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 65% · M 26% · S 8%
—
Number of Stocks
31
50
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%
Zydus Wellness Ltd · 1.95%
Alkyl Amines Chemicals Ltd · 1.90%
Gabriel India Ltd · 1.81%
FSN E-Commerce Ventures Ltd · 1.75%
AIA Engineering Ltd · 1.72%
Top Sectors
Financial Services · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
—
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%