Portfolio Management Services (PMS)Compare Schemes
Omni Emperors vs Renaissance - Indianext Portfolio
Add SchemeGrowth of ₹1 Crore
Omni Emperors
Renaissance - Indianext Portfolio
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.46%
2.69%
6 Months
−0.61%
5.24%
1 Year
—
2.85%
3 Years
—
13.52%
5 Years
—
17.79%
Since Inception
1.14%
13.89%
Fund Age
8 mo
8 yrs 4 mo
AUM
₹1.01 Cr
₹921.15 Cr
Alpha – 1 Year
—
−1.87%
Alpha – 3 Years
—
1.43%
Information Ratio – 3 Years
—
0.23
Volatility – 1 Year
—
18.02%
Volatility – 3 Years
—
16.70%
Beta – 1 Year
—
0.99
Beta – 3 Years
—
0.99
Sharpe Ratio – 1 Year
—
-0.03
Sharpe Ratio – 3 Years
—
0.54
Worst Rolling Year
—
-0.29%
Value at Worst Rolling Year
—
₹1.00 Cr
Deepest Drawdown
—
−22.85%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
99.64%
Median Rolling Year
—
23.46%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 79% · M 21%
L 34% · M 28% · S 35%
Number of Stocks
19
35
Portfolio P/E
8.70
24.73
Top 5 Holdings
ICICI Bank Ltd · 7.00%
Power Finance Corporation Ltd · 7.00%
Bharat Heavy Electricals Ltd · 7.00%
Axis Bank Ltd · 7.00%
Canara Bank · 7.00%
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 · 74.00%
Capital Goods · 12.00%
Construction · 7.00%
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)
3% / 2% / 1%
1% / 1% / 0%