| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -4.27% | 0.93 | 14.84% | 63.64% |
Renaissance Opportunities PMS
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Renaissance Investment Managers Pvt Ltd Opportunities Portfolio | -1.27% | -5.16% | -8.62% | -6.78% | 1.69% | 10.10% | 13.42% | - | 11.08% |
| Nifty 50 TRI | -1.72% | -6.30% | -9.87% | -3.84% | 3.35% | 9.53% | 9.87% | - | 11.35% |
QRC Report Card *
| Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
|---|---|---|---|---|---|---|---|---|---|
| Renaissance Investment Managers Pvt Ltd Opportunities Portfolio | Large Cap | Mr. Pankaj Murarka | 01 January 2018 | 8Y 5M | 578 | Nifty 50 TRI | 11.08% | 31 | 12 |
| Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
| Nifty 50 | 0.07% | -3.09% | 63.64% | -3.02% | 0.99 | 14.84% | -0.79 | 1.55% | 0.18 | 50.51 % |
| Nifty 500 | -1.01% | -3.26% | -4.27% | 0.93 | 0.95% | 0.12 | 49.49 % | |||
| Nifty Midcap 100 | -8.24% | -3.69% | -11.93% | 0.86 | -1.74% | -0.19 | 48.48 % | |||
| Nifty Smallcap 100 | 1.19% | -3.72% | -2.53% | 0.65 | 3.67% | 0.26 | 52.53 % | |||
| BSE 500 | -0.65% | -3.26% | -3.91% | 0.94 | 1.08% | 0.14 | 49.49 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| HDFC BANK LTD | 9.46 |
| ICICI BANK LTD | 7.29 |
| UNITED SPIRITS LTD | 5.29 |
| POWER FINANCE CORPORATION LTD | 5.13 |
| INFOSYS LTD | 5.02 |
Sector Allocation
| Holding | % |
|---|---|
| BFSI | 34.05 |
| IT & Tech | 22.40 |
| Consumer Discretionary | 14.29 |
| Pharma & Chemicals | 9.42 |
| Diversified | 6.58 |
| BFSI | 35.14 |
| Consumer Discretionary | 13.63 |
| Information Technology | 12.99 |
| Diversified | 7.71 |
| Pharma & Chemicals | 5.75 |
| Internet | 7.66 |
| Industrials | 6.09 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 68.60 |
| Mid Cap | 22.46 |
| Small Cap | 7.18 |
| Cash | 1.76 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
Disclaimer
#Returns as of 31st May 2026. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Mar 26.
