Portfolio Management Services (PMS)Compare Schemes
NJ - Multicap vs Renaissance - Indianext Portfolio
Add SchemeGrowth of ₹1 Crore
NJ - Multicap
Renaissance - Indianext Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.92%
2.69%
6 Months
8.20%
5.24%
1 Year
15.48%
2.85%
3 Years
18.05%
13.52%
5 Years
15.54%
17.79%
Since Inception
14.61%
13.89%
Fund Age
10 yrs 4 mo
8 yrs 4 mo
AUM
₹747.6 Cr
₹921.15 Cr
Alpha – 1 Year
15.83%
−1.87%
Alpha – 3 Years
9.06%
1.43%
Information Ratio – 3 Years
0.72
0.23
Volatility – 1 Year
18.67%
18.02%
Volatility – 3 Years
21.45%
16.70%
Beta – 1 Year
1.12
0.99
Beta – 3 Years
1.31
0.99
Sharpe Ratio – 1 Year
0.58
-0.03
Sharpe Ratio – 3 Years
0.64
0.54
Worst Rolling Year
-13.89%
-0.29%
Value at Worst Rolling Year
₹0.86 Cr
₹1.00 Cr
Deepest Drawdown
−30.97%
−22.85%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
77.45%
99.64%
Median Rolling Year
21.11%
23.46%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 35% · M 50% · S 14%
L 34% · M 28% · S 35%
Number of Stocks
25
35
Portfolio P/E
31.22
24.73
Top 5 Holdings
Laurus Labs Ltd · 5.74%
Bharat Forge Ltd · 5.63%
Bharat Electronics Ltd · 5.04%
Navin Fluorine International Ltd · 4.96%
Radico Khaitan Ltd · 4.69%
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 · 33.34%
Automobile and Auto Components · 21.64%
Healthcare · 13.06%
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%