Portfolio Management Services (PMS)Compare Schemes
Aequitas - India Opportunities Product vs Renaissance - Indianext Portfolio
Add SchemeGrowth of ₹1 Crore
Aequitas - India Opportunities Product
Renaissance - Indianext Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.66%
2.69%
6 Months
−5.56%
5.24%
1 Year
34.70%
2.85%
3 Years
27.41%
13.52%
5 Years
32.51%
17.79%
Since Inception
32.15%
13.89%
Fund Age
13 yrs 6 mo
8 yrs 4 mo
AUM
₹2,318.72 Cr
₹921.15 Cr
Alpha – 1 Year
35.05%
−1.87%
Alpha – 3 Years
18.41%
1.43%
Information Ratio – 3 Years
1.03
0.23
Volatility – 1 Year
21.67%
18.02%
Volatility – 3 Years
15.53%
16.70%
Beta – 1 Year
0.28
0.99
Beta – 3 Years
0.35
0.99
Sharpe Ratio – 1 Year
1.24
-0.03
Sharpe Ratio – 3 Years
1.31
0.54
Worst Rolling Year
-17.36%
-0.29%
Value at Worst Rolling Year
₹0.83 Cr
₹1.00 Cr
Deepest Drawdown
−21.72%
−22.85%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
88.36%
99.64%
Median Rolling Year
37.79%
23.46%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 4% · M 6% · S 13%
L 34% · M 28% · S 35%
Number of Stocks
9
35
Portfolio P/E
14.68
24.73
Top 5 Holdings
Cash & Cash Equivalent · 79.92%
Petronet LNG Ltd · 5.76%
HDFC Bank Ltd · 3.99%
Technocraft Industries (India) Ltd · 3.23%
Can Fin Homes Ltd · 2.38%
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 · 6.37%
Oil, Gas & Consumable Fuels · 5.76%
Capital Goods · 3.23%
Financial Services · 35.13%
Information Technology · 15.47%
Automobile and Auto Components · 10.10%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 1% / 0%