Portfolio Management Services (PMS)Compare Schemes
Renaissance - Opportunities Portfolio vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Renaissance - Opportunities Portfolio
Wealth Managers - Focused Leadership Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.04%
4.79%
6 Months
0.28%
13.10%
1 Year
2.14%
18.11%
3 Years
10.02%
14.56%
5 Years
13.15%
8.71%
Since Inception
11.46%
13.67%
Fund Age
8 yrs 7 mo
11 yrs 2 mo
AUM
₹585.94 Cr
₹138.06 Cr
Alpha – 1 Year
2.49%
18.46%
Alpha – 3 Years
1.02%
5.57%
Information Ratio – 3 Years
0.18
0.62
Volatility – 1 Year
16.38%
22.83%
Volatility – 3 Years
14.42%
16.72%
Beta – 1 Year
1.00
1.29
Beta – 3 Years
0.96
1.00
Sharpe Ratio – 1 Year
-0.13
0.61
Sharpe Ratio – 3 Years
0.38
0.55
Worst Rolling Year
3.37%
-8.44%
Value at Worst Rolling Year
₹1.03 Cr
₹0.92 Cr
Deepest Drawdown
−17.04%
−17.10%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
18.12%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 65% · M 26% · S 8%
L 38% · M 14% · S 45%
Number of Stocks
31
18
Portfolio P/E
22.71
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Financial Services · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
1% / 1% / 0%
0% / 0% / 0%