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Renaissance Midcap Portfolio PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.

The Renaissance Midcap Portfolio PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.

It falls under the Mid Cap investment category, offering diversified exposure. As of now, the strategy has a total AUM of Rs.114.59 Cr.

Over the last 1 year, it delivered a strong return of -5.57%, outperforming many peers. Its performance is benchmarked against the Nifty 50 TRI, ensuring broad market comparison.

Renaissance Midcap Portfolio PMS Strategy or Investment Approach - PMS Details

Strategy Name

Midcap Portfolio

Start Date

01 January 2018

Category

Mid Cap

Benchmark

Nifty 50 TRI

AUM (Rs.)

Rs.114.59 Cr.

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr. Pankaj Murarka

1 Yr. Return

-5.57%

3 Yr. Return

10.18%

5 Yr. Return

13.18%

Renaissance Midcap Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

28

Top 5 Stocks%

26.96%

Top 5 Sectors%

82.99%

Portfolio Age

8 Yrs, 5 Months

SIP

NA

STP

NA

Average Market Cap

45047.02

Renaissance Midcap Portfolio PMS Strategy - Cost or Charges

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

1.5% of Fund Value

Variable Profit Sharing

15% (if above 8% profit)

Exit Load 1st Year

1.00%

Exit Load 2nd Year

1.00%

Exit Load 3rd Year

0.00%

Renaissance Midcap Portfolio PMS Investment Approach - Portfolio Composition

Large Cap

14.37%

Mid Cap

48.52%

Small Cap

33.46%

Cash & Equivalent

3.65%

Check out Business Opportunities with Similar Brands

Renaissance Midcap Portfolio Strategy - Top 5 Sectors

Financial Services

31.28%

Healthcare

11.57%

Consumer Services

13.00%

Information Technology

16.15%

Automobile and Auto Components

10.99%

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