Portfolio Management Services (PMS)Compare Schemes
Hanut - Fundamental Quant vs Renaissance - Indianext Portfolio
Add SchemeGrowth of ₹1 Crore
Hanut - Fundamental Quant
Renaissance - Indianext Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.57%
2.69%
6 Months
13.27%
5.24%
1 Year
19.25%
2.85%
3 Years
19.26%
13.52%
5 Years
12.69%
17.79%
Since Inception
18.49%
13.89%
Fund Age
7 yrs 3 mo
8 yrs 4 mo
AUM
₹40.18 Cr
₹921.15 Cr
Alpha – 1 Year
14.53%
−1.87%
Alpha – 3 Years
7.17%
1.43%
Information Ratio – 3 Years
0.70
0.23
Volatility – 1 Year
26.49%
18.02%
Volatility – 3 Years
18.75%
16.70%
Beta – 1 Year
1.37
0.99
Beta – 3 Years
1.06
0.99
Sharpe Ratio – 1 Year
0.59
-0.03
Sharpe Ratio – 3 Years
0.71
0.54
Worst Rolling Year
12.14%
-0.29%
Value at Worst Rolling Year
₹1.12 Cr
₹1.00 Cr
Deepest Drawdown
−15.45%
−22.85%
Recovery Period
24 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.64%
Median Rolling Year
20.15%
23.46%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 13% · M 41% · S 44%
L 34% · M 28% · S 35%
Number of Stocks
36
35
Portfolio P/E
41.94
24.73
Top 5 Holdings
Netweb Technologies India Ltd · 6.67%
Multi Commodity Exchange of India Ltd · 5.86%
GE Vernova T&D India Ltd · 5.56%
National Aluminium Company Ltd · 5.33%
Data Patterns (India) Ltd · 4.35%
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 · 35.90%
Capital Goods · 24.06%
Realty · 10.12%
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)
2% / 1% / 0%
1% / 1% / 0%