Portfolio Management Services (PMS)Compare Schemes
Green Portfolio - Super 30 Dynamic vs Renaissance - Indianext Portfolio
Add SchemeGrowth of ₹1 Crore
Green Portfolio - Super 30 Dynamic
Renaissance - Indianext Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.92%
2.69%
6 Months
32.15%
5.24%
1 Year
16.77%
2.85%
3 Years
19.00%
13.52%
5 Years
20.10%
17.79%
Since Inception
27.01%
13.89%
Fund Age
6 yrs 10 mo
8 yrs 4 mo
AUM
₹247.64 Cr
₹921.15 Cr
Alpha – 1 Year
13.79%
−1.87%
Alpha – 3 Years
7.10%
1.43%
Information Ratio – 3 Years
0.30
0.23
Volatility – 1 Year
39.13%
18.02%
Volatility – 3 Years
29.47%
16.70%
Beta – 1 Year
1.87
0.99
Beta – 3 Years
1.36
0.99
Sharpe Ratio – 1 Year
0.42
-0.03
Sharpe Ratio – 3 Years
0.55
0.54
Worst Rolling Year
15.03%
-0.29%
Value at Worst Rolling Year
₹1.15 Cr
₹1.00 Cr
Deepest Drawdown
−35.86%
−22.85%
Recovery Period
94 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.64%
Median Rolling Year
31.90%
23.46%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
S 80%
L 34% · M 28% · S 35%
Number of Stocks
42
35
Portfolio P/E
42.30
24.73
Top 5 Holdings
Sejal Glass Ltd · 10.47%
HFCL Ltd · 8.12%
Centum Electronics Ltd · 7.51%
Supriya Lifescience Ltd · 5.88%
Misc · 5.19%
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 · 35.13%
Information Technology · 15.47%
Automobile and Auto Components · 10.10%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 1% / 0%