Portfolio Management Services (PMS)Compare Schemes
Nippon - Emerging India - EIP vs Renaissance - Indianext Portfolio
Add SchemeGrowth of ₹1 Crore
Nippon - Emerging India - EIP
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
2.63%
2.69%
6 Months
13.11%
5.24%
1 Year
15.44%
2.85%
3 Years
15.82%
13.52%
5 Years
15.29%
17.79%
Since Inception
15.37%
13.89%
Fund Age
9 yrs 4 mo
8 yrs 4 mo
AUM
₹32.48 Cr
₹921.15 Cr
Alpha – 1 Year
10.72%
−1.87%
Alpha – 3 Years
3.73%
1.43%
Information Ratio – 3 Years
0.69
0.23
Volatility – 1 Year
17.99%
18.02%
Volatility – 3 Years
17.45%
16.70%
Beta – 1 Year
0.99
0.99
Beta – 3 Years
1.02
0.99
Sharpe Ratio – 1 Year
0.59
-0.03
Sharpe Ratio – 3 Years
0.71
0.54
Worst Rolling Year
-6.27%
-0.29%
Value at Worst Rolling Year
₹0.94 Cr
₹1.00 Cr
Deepest Drawdown
−21.15%
−22.85%
Recovery Period
474 days
Not yet recovered
1-Year Rolling Windows Positive
92.43%
99.64%
Median Rolling Year
21.04%
23.46%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 8% · M 22% · S 44%
L 34% · M 28% · S 35%
Number of Stocks
30
35
Portfolio P/E
30.67
24.73
Top 5 Holdings
Other Equity · 21.17%
Cash & Cash Equivalent · 6.98%
Cholamandalam Investment & Finance Company Ltd · 5.06%
Timken India Ltd · 4.58%
Coforge Ltd · 3.36%
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 · 34.00%
Healthcare · 12.40%
Information Technology · 7.16%
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)
2% / 0% / 0%
1% / 1% / 0%