Portfolio Management Services (PMS)Compare Schemes
Alphaa Better Risk Reward 30 stocks vs Renaissance - Indianext Portfolio
Add SchemeGrowth of ₹1 Crore
Alphaa Better Risk Reward 30 stocks
Renaissance - Indianext Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.54%
2.69%
6 Months
−5.38%
5.24%
1 Year
−6.70%
2.85%
3 Years
7.98%
13.52%
5 Years
—
17.79%
Since Inception
7.98%
13.89%
Fund Age
2 yrs 11 mo
8 yrs 4 mo
AUM
₹7.31 Cr
₹921.15 Cr
Alpha – 1 Year
−6.35%
−1.87%
Alpha – 3 Years
−1.02%
1.43%
Information Ratio – 3 Years
-0.08
0.23
Volatility – 1 Year
17.44%
18.02%
Volatility – 3 Years
15.65%
16.70%
Beta – 1 Year
1.08
0.99
Beta – 3 Years
—
0.99
Sharpe Ratio – 1 Year
-0.61
-0.03
Sharpe Ratio – 3 Years
0.22
0.54
Worst Rolling Year
—
-0.29%
Value at Worst Rolling Year
—
₹1.00 Cr
Deepest Drawdown
−21.15%
−22.85%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
99.64%
Median Rolling Year
—
23.46%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 61% · M 26% · S 9%
L 34% · M 28% · S 35%
Number of Stocks
66
35
Portfolio P/E
27.03
24.73
Top 5 Holdings
HDFC Bank Ltd · 17.83%
Britannia Industries Ltd · 12.81%
Cash & Cash Equivalent · 8.07%
Bharti Airtel Ltd · 3.91%
Infosys Ltd · 3.85%
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 · 31.63%
Fast Moving Consumer Goods · 18.10%
Healthcare · 10.31%
Financial Services · 35.13%
Information Technology · 15.47%
Automobile and Auto Components · 10.10%
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1.5% / 0% / 0%
1% / 1% / 0%