Portfolio Management Services (PMS)Compare Schemes
Ksema - Alpha vs Renaissance - Indianext Portfolio
Add SchemeGrowth of ₹1 Crore
Ksema - Alpha
Renaissance - Indianext Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.08%
2.69%
6 Months
1.74%
5.24%
1 Year
10.49%
2.85%
3 Years
12.80%
13.52%
5 Years
12.91%
17.79%
Since Inception
15.37%
13.89%
Fund Age
7 yrs 7 mo
8 yrs 4 mo
AUM
₹15.96 Cr
₹921.15 Cr
Alpha – 1 Year
10.84%
−1.87%
Alpha – 3 Years
3.80%
1.43%
Information Ratio – 3 Years
0.47
0.23
Volatility – 1 Year
19.22%
18.02%
Volatility – 3 Years
17.53%
16.70%
Beta – 1 Year
1.18
0.99
Beta – 3 Years
1.15
0.99
Sharpe Ratio – 1 Year
0.34
-0.03
Sharpe Ratio – 3 Years
0.48
0.54
Worst Rolling Year
12.46%
-0.29%
Value at Worst Rolling Year
₹1.12 Cr
₹1.00 Cr
Deepest Drawdown
−19.38%
−22.85%
Recovery Period
275 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.64%
Median Rolling Year
18.63%
23.46%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 64% · M 15% · S 21%
L 34% · M 28% · S 35%
Number of Stocks
38
35
Portfolio P/E
24.65
24.73
Top 5 Holdings
ICICI Bank Ltd · 7.48%
Reliance Industries Ltd · 5.01%
State Bank of India · 4.98%
Larsen & Toubro Ltd · 4.80%
Hindustan Aeronautics Ltd · 4.61%
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 · 28.23%
Capital Goods · 19.95%
Automobile and Auto Components · 17.15%
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)
3% / 2% / 1%
1% / 1% / 0%