Portfolio Management Services (PMS)Compare Schemes
Renaissance - Opportunities Portfolio vs Turtle Wealth - Profit Mantra
Add SchemeGrowth of ₹1 Crore
Renaissance - Opportunities Portfolio
Turtle Wealth - Profit Mantra
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%
7.48%
6 Months
0.28%
9.42%
1 Year
2.14%
28.25%
3 Years
10.02%
18.47%
5 Years
13.15%
21.31%
Since Inception
11.46%
21.69%
Fund Age
8 yrs 7 mo
5 yrs
AUM
₹585.94 Cr
₹79.02 Cr
Alpha – 1 Year
2.49%
23.53%
Alpha – 3 Years
1.02%
6.38%
Information Ratio – 3 Years
0.18
0.27
Volatility – 1 Year
16.38%
18.12%
Volatility – 3 Years
14.42%
27.25%
Beta – 1 Year
1.00
0.87
Beta – 3 Years
0.96
0.86
Sharpe Ratio – 1 Year
-0.13
1.18
Sharpe Ratio – 3 Years
0.38
0.56
Worst Rolling Year
3.37%
15.67%
Value at Worst Rolling Year
₹1.03 Cr
₹1.16 Cr
Deepest Drawdown
−17.04%
−30.64%
Recovery Period
Not yet recovered
114 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.12%
25.67%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 65% · M 26% · S 8%
L 10% · M 9% · S 69%
Number of Stocks
31
34
Portfolio P/E
22.71
57.02
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%
Cash & Cash Equivalent · 17.12%
R R Kabel Ltd · 4.40%
Rubicon Research Ltd · 4.35%
Acutaas Chemicals Ltd · 4.12%
SPR Auto Technologies Ltd · 4.07%
Top Sectors
Financial Services · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
Capital Goods · 29.11%
Healthcare · 27.12%
Financial Services · 8.67%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 1% / 0%
0% / 0% / 0%