Portfolio Management Services (PMS)Compare Schemes
NAFA - Emerging Bluechip vs Renaissance - Indianext Portfolio
Add SchemeGrowth of ₹1 Crore
NAFA - Emerging Bluechip
Renaissance - Indianext Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.39%
2.69%
6 Months
5.71%
5.24%
1 Year
−0.97%
2.85%
3 Years
8.86%
13.52%
5 Years
14.20%
17.79%
Since Inception
14.76%
13.89%
Fund Age
10 yrs 5 mo
8 yrs 4 mo
AUM
₹447.76 Cr
₹921.15 Cr
Alpha – 1 Year
−2.83%
−1.87%
Alpha – 3 Years
−3.22%
1.43%
Information Ratio – 3 Years
0.04
0.23
Volatility – 1 Year
24.79%
18.02%
Volatility – 3 Years
21.25%
16.70%
Beta – 1 Year
1.35
0.99
Beta – 3 Years
1.20
0.99
Sharpe Ratio – 1 Year
-0.14
-0.03
Sharpe Ratio – 3 Years
0.31
0.54
Worst Rolling Year
-13.00%
-0.29%
Value at Worst Rolling Year
₹0.87 Cr
₹1.00 Cr
Deepest Drawdown
−26.06%
−22.85%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
84.68%
99.64%
Median Rolling Year
19.56%
23.46%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 2% · M 12% · S 84%
L 34% · M 28% · S 35%
Number of Stocks
32
35
Portfolio P/E
33.69
24.73
Top 5 Holdings
Amagi Media Labs Ltd · 10.68%
Greenpanel Industries Ltd · 7.11%
CARE Ratings Ltd · 6.25%
Sona BLW Precision Forgings Ltd · 4.73%
KRBL Ltd · 4.06%
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
Information Technology · 17.58%
Financial Services · 15.44%
Consumer Durables · 15.24%
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)
1% / 0% / 0%
1% / 1% / 0%