Portfolio Management Services (PMS)Compare Schemes
Renaissance - Opportunities Portfolio vs WhiteOak Capital Digital Leaders
Add SchemeGrowth of ₹1 Crore
Renaissance - Opportunities Portfolio
WhiteOak Capital Digital Leaders
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%
7.88%
6 Months
0.28%
6.39%
1 Year
2.14%
0.37%
3 Years
10.02%
11.18%
5 Years
13.15%
—
Since Inception
11.46%
4.21%
Fund Age
8 yrs 7 mo
4 yrs 6 mo
AUM
₹585.94 Cr
₹59.82 Cr
Alpha – 1 Year
2.49%
−2.61%
Alpha – 3 Years
1.02%
−0.71%
Information Ratio – 3 Years
0.18
0.13
Volatility – 1 Year
16.38%
22.91%
Volatility – 3 Years
14.42%
17.96%
Beta – 1 Year
1.00
1.09
Beta – 3 Years
0.96
1.01
Sharpe Ratio – 1 Year
-0.13
-0.11
Sharpe Ratio – 3 Years
0.38
0.38
Worst Rolling Year
3.37%
3.87%
Value at Worst Rolling Year
₹1.03 Cr
₹1.04 Cr
Deepest Drawdown
−17.04%
−25.26%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
18.12%
12.37%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 65% · M 26% · S 8%
L 40% · M 26% · S 33%
Number of Stocks
31
35
Portfolio P/E
22.71
45.30
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%
ICICI Bank Ltd · 10.20%
Bharti Airtel Ltd · 9.37%
Computer Age Management Services Ltd · 7.35%
HDFC Bank Ltd · 6.86%
Eternal Ltd · 5.79%
Top Sectors
Financial Services · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
Financial Services · 39.01%
Consumer Services · 17.64%
Information Technology · 12.45%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 1% / 0%
0% / 0% / 0%