Portfolio Management Services (PMS)Compare Schemes
Renaissance - Opportunities Portfolio vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Renaissance - Opportunities Portfolio
Tulsian - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.04%
2.21%
6 Months
0.28%
21.04%
1 Year
2.14%
21.34%
3 Years
10.02%
19.08%
5 Years
13.15%
23.67%
Since Inception
11.46%
—
Fund Age
8 yrs 7 mo
6 yrs 4 mo
AUM
₹585.94 Cr
₹364.08 Cr
Alpha – 1 Year
2.49%
21.69%
Alpha – 3 Years
1.02%
10.08%
Information Ratio – 3 Years
0.18
0.52
Volatility – 1 Year
16.38%
32.28%
Volatility – 3 Years
14.42%
28.08%
Beta – 1 Year
1.00
1.47
Beta – 3 Years
0.96
1.60
Sharpe Ratio – 1 Year
-0.13
0.58
Sharpe Ratio – 3 Years
0.38
0.57
Worst Rolling Year
3.37%
15.61%
Value at Worst Rolling Year
₹1.03 Cr
₹1.16 Cr
Deepest Drawdown
−17.04%
−31.98%
Recovery Period
Not yet recovered
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.12%
28.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 65% · M 26% · S 8%
L 90% · M 10%
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%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
Financial Services · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
—
Fixed Fee
2.50% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
1% / 1% / 0%
3% / 2% / 1%