Portfolio Management Services (PMS)Compare Schemes
NJ - Bluechip vs Renaissance - Indianext Portfolio
Add SchemeGrowth of ₹1 Crore
NJ - Bluechip
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
−1.21%
2.69%
6 Months
5.09%
5.24%
1 Year
0.26%
2.85%
3 Years
9.53%
13.52%
5 Years
5.40%
17.79%
Since Inception
12.09%
13.89%
Fund Age
8 yrs 5 mo
8 yrs 4 mo
AUM
₹1,644.09 Cr
₹921.15 Cr
Alpha – 1 Year
0.61%
−1.87%
Alpha – 3 Years
0.54%
1.43%
Information Ratio – 3 Years
0.06
0.23
Volatility – 1 Year
17.94%
18.02%
Volatility – 3 Years
17.25%
16.70%
Beta – 1 Year
1.03
0.99
Beta – 3 Years
1.11
0.99
Sharpe Ratio – 1 Year
-0.20
-0.03
Sharpe Ratio – 3 Years
0.31
0.54
Worst Rolling Year
2.29%
-0.29%
Value at Worst Rolling Year
₹1.02 Cr
₹1.00 Cr
Deepest Drawdown
−21.60%
−22.85%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.64%
Median Rolling Year
16.16%
23.46%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 49% · M 36% · S 14%
L 34% · M 28% · S 35%
Number of Stocks
20
35
Portfolio P/E
34.38
24.73
Top 5 Holdings
Bajaj Auto Ltd · 8.58%
Hindustan Aeronautics Ltd · 7.96%
Nippon Life India Asset Management Ltd · 7.30%
Coromandel International Ltd · 6.87%
Coforge Ltd · 6.87%
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 · 26.34%
Fast Moving Consumer Goods · 17.98%
Capital Goods · 14.07%
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%