PMS · Equity · Large Cap
Renaissance - Opportunities Portfolio
Fund size₹586 Cr
Alpha (3Y)1.34%
3Y return10.02%
Fund age8 yrs 7 mo
Fund Manager
Growth of₹Cr
Renaissance Opportunities
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Renaissance Opportunities | −4.55% | 2.14% | −2.47% | 10.02% | 13.15% | 11.46% |
| NIFTY 50 TRI | −7.00% | −0.35% | −1.19% | 9.00% | 8.32% | 11.37% |
| Excess over benchmark | 2.45% | 2.49% | −1.28% | 1.02% | 4.83% | 0.09% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.
Risk : What you take on to earn the return
Volatility
14.42%
Benchmark approx 13.18%
A standard deviation reflecting historical swings.
Sensitivity
0.96
Beta vs benchmark 1.00 · 4% less reactive
How strongly the scheme moves with the index.
Risk-reward
0.38
Sharpe
Excess return gained per unit of volatility.
Capture ratio
106 / 101
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −17.04% from its 15 Dec 2024 peak to a 31 Mar 2026 trough. It has not yet recovered.
Max drawdowns
−17.04%
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 15 Dec 2024 | 31 Mar 2026 | −17.04% | 471 days | – | – |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −15.27% | 182 days | – | – |
Scheme
Peak15 Dec 2024
Trough31 Mar 2026
Depth−17.04%
Fell over471 days
Recovered–
Recovery took–
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−15.27%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Aug 2026
Portfolio Details : Where the money actually sits
Stocks
31
P/E ratio
22.71
P/B ratio
3.28
Dividend yield
0.73%
Avg market cap
₹3.46 L Cr
Median market cap
₹1.16 L Cr
Asset class
Equity
Market cap
Large cap64.51%
Mid cap25.85%
Small cap7.73%
Cash & others1.91%
As on 31 Aug 2026
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle. Both cost the same at a 14.67% gross return.
FixedPlan A · SimpleFixed Management Fee2.50% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Shared upsideFixed Management Fee1.50% / yr
Performance Fee15% of profit
Hurdle RateAbove 8%
Exit load 1.00% within 1 year, 1.00% within 2 years, nil after 3 years. Lock-in: Nil.
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