| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -6.14% | 0.88 | 15.08% | 63.37% |
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 | 0.88% | 7.55% | -8.65% | -8.56% | -1.38% | 9.10% | 13.28% | - | 10.80% |
| Nifty 50 TRI | 1.67% | 7.40% | -8.10% | -5.42% | 0.85% | 8.81% | 9.99% | - | 11.91% |
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 6M | 576.94 | Nifty 50 TRI | 10.80% | 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 | 3.89% | -5.8% | 63.37% | -1.91% | 0.99 | 15.08% | -0.69 | 1.67% | 0.19 | 51.49 % |
| Nifty 500 | 0.23% | -6.37% | -6.14% | 0.88 | 0.48% | 0.06 | 48.51 % | |||
| Nifty Midcap 100 | -7.32% | -6.95% | -14.27% | 0.72 | -2.75% | -0.29 | 47.52 % | |||
| Nifty Smallcap 100 | -0.85% | -7.35% | -8.20% | 0.54 | 2.16% | 0.15 | 51.49 % | |||
| BSE 500 | 0.69% | -6.35% | -5.66% | 0.88 | 0.64% | 0.08 | 48.51 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
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 30th Jun 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 May 26.
