Portfolio Management Services (PMS)Compare Schemes
Abans Investment - Smart Beta Portfolio vs Renaissance - Indianext Portfolio
Add SchemeGrowth of ₹1 Crore
Abans Investment - Smart Beta Portfolio
Renaissance - Indianext Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.82%
2.69%
6 Months
7.57%
5.24%
1 Year
24.83%
2.85%
3 Years
11.31%
13.52%
5 Years
11.03%
17.79%
Since Inception
14.72%
13.89%
Fund Age
7 yrs 4 mo
8 yrs 4 mo
AUM
₹2.98 Cr
₹921.15 Cr
Alpha – 1 Year
20.11%
−1.87%
Alpha – 3 Years
−0.77%
1.43%
Information Ratio – 3 Years
-0.21
0.23
Volatility – 1 Year
23.09%
18.02%
Volatility – 3 Years
22.29%
16.70%
Beta – 1 Year
1.17
0.99
Beta – 3 Years
1.15
0.99
Sharpe Ratio – 1 Year
0.85
-0.03
Sharpe Ratio – 3 Years
0.40
0.54
Worst Rolling Year
5.08%
-0.29%
Value at Worst Rolling Year
₹1.05 Cr
₹1.00 Cr
Deepest Drawdown
−34.65%
−22.85%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.64%
Median Rolling Year
17.38%
23.46%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 99%
L 34% · M 28% · S 35%
Number of Stocks
10
35
Portfolio P/E
24.78
24.73
Top 5 Holdings
National Aluminium Company Ltd · 10.44%
Aditya Birla Capital Ltd · 10.26%
Indian Bank · 10.17%
Glenmark Pharmaceuticals Ltd · 10.05%
Bharat Heavy Electricals Ltd · 10.04%
HDFC Bank Ltd · 7.09%
Federal Bank Ltd · 5.30%
City Union Bank Ltd · 4.71%
One 97 Communications Ltd · 4.56%
Mahindra & Mahindra Financial Services Ltd · 4.47%
Top Sectors
Financial Services · 39.59%
Capital Goods · 29.00%
Metals & Mining · 20.41%
Financial Services · 35.13%
Information Technology · 15.47%
Automobile and Auto Components · 10.10%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
1% / 1% / 0%