Portfolio Management Services (PMS)Compare Schemes
NBC - Seeking Alpha vs Renaissance - Indianext Portfolio
Add SchemeGrowth of ₹1 Crore
NBC - Seeking Alpha
Renaissance - Indianext Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 6.7%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.51%
2.69%
6 Months
12.65%
5.24%
1 Year
22.80%
2.85%
3 Years
18.05%
13.52%
5 Years
41.98%
17.79%
Since Inception
7.54%
13.89%
Fund Age
9 yrs 2 mo
8 yrs 4 mo
AUM
₹9.17 Cr
₹921.15 Cr
Alpha – 1 Year
24.84%
−1.87%
Alpha – 3 Years
11.40%
1.43%
Information Ratio – 3 Years
—
0.23
Volatility – 1 Year
21.50%
18.02%
Volatility – 3 Years
17.94%
16.70%
Beta – 1 Year
—
0.99
Beta – 3 Years
—
0.99
Sharpe Ratio – 1 Year
0.82
-0.03
Sharpe Ratio – 3 Years
0.76
0.54
Worst Rolling Year
-34.33%
-0.29%
Value at Worst Rolling Year
₹0.66 Cr
₹1.00 Cr
Deepest Drawdown
−18.33%
−22.85%
Recovery Period
81 days
Not yet recovered
1-Year Rolling Windows Positive
68.37%
99.64%
Median Rolling Year
26.92%
23.46%
5-Year Rolling Windows Positive
74.51%
100.00%
Market-Cap Mix
L 13% · M 14% · S 73%
L 34% · M 28% · S 35%
Number of Stocks
18
35
Portfolio P/E
18.68
24.73
Top 5 Holdings
Equitas Small Finance Bank Ltd · 12.67%
GHCL Textiles Ltd · 11.57%
Polyplex Corporation Ltd · 9.20%
Kotak Mahindra Bank Ltd · 8.35%
CCL Products (India) Ltd · 7.75%
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 · 26.11%
Capital Goods · 18.60%
Healthcare · 11.81%
Financial Services · 35.13%
Information Technology · 15.47%
Automobile and Auto Components · 10.10%
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
15% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 1% / 0%