Portfolio Management Services (PMS)Compare Schemes
Renaissance - Opportunities Portfolio vs WhiteOak Capital Research Select Equity
Add SchemeGrowth of ₹1 Crore
Renaissance - Opportunities Portfolio
WhiteOak Capital Research Select Equity
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−0.04%
2.78%
6 Months
0.28%
1.92%
1 Year
2.14%
0.43%
3 Years
10.02%
—
5 Years
13.15%
—
Since Inception
11.46%
6.17%
Fund Age
8 yrs 7 mo
2 yrs 2 mo
AUM
₹585.94 Cr
₹22.98 Cr
Alpha – 1 Year
2.49%
−2.55%
Alpha – 3 Years
1.02%
—
Information Ratio – 3 Years
0.18
—
Volatility – 1 Year
16.38%
16.90%
Volatility – 3 Years
14.42%
—
Beta – 1 Year
1.00
0.96
Beta – 3 Years
0.96
—
Sharpe Ratio – 1 Year
-0.13
-0.22
Sharpe Ratio – 3 Years
0.38
—
Worst Rolling Year
3.37%
—
Value at Worst Rolling Year
₹1.03 Cr
—
Deepest Drawdown
−17.04%
−16.17%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
18.12%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 65% · M 26% · S 8%
L 61% · M 14% · S 21%
Number of Stocks
31
41
Portfolio P/E
22.71
31.26
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 · 9.83%
HDFC Bank Ltd · 7.49%
State Bank of India · 4.69%
Bharti Airtel Ltd · 4.63%
Torrent Pharmaceuticals Ltd · 3.98%
Top Sectors
Financial Services · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
Financial Services · 33.20%
Healthcare · 9.93%
Capital Goods · 8.37%
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%