Portfolio Management Services (PMS)Compare Schemes
Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS vs Renaissance - Indianext Portfolio
Add SchemeGrowth of ₹1 Crore
Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
Renaissance - Indianext Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.95%
2.69%
6 Months
11.98%
5.24%
1 Year
18.12%
2.85%
3 Years
18.24%
13.52%
5 Years
—
17.79%
Since Inception
20.21%
13.89%
Fund Age
4 yrs 8 mo
8 yrs 4 mo
AUM
₹424.87 Cr
₹921.15 Cr
Alpha – 1 Year
13.40%
−1.87%
Alpha – 3 Years
6.15%
1.43%
Information Ratio – 3 Years
0.85
0.23
Volatility – 1 Year
22.44%
18.02%
Volatility – 3 Years
19.69%
16.70%
Beta – 1 Year
1.22
0.99
Beta – 3 Years
1.10
0.99
Sharpe Ratio – 1 Year
0.61
-0.03
Sharpe Ratio – 3 Years
0.80
0.54
Worst Rolling Year
18.24%
-0.29%
Value at Worst Rolling Year
₹1.18 Cr
₹1.00 Cr
Deepest Drawdown
−25.57%
−22.85%
Recovery Period
337 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.64%
Median Rolling Year
24.33%
23.46%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 1% · S 89%
L 34% · M 28% · S 35%
Number of Stocks
30
35
Portfolio P/E
23.45
24.73
Top 5 Holdings
Cash & Cash Equivalent · 10.09%
Fiem Industries Ltd · 8.51%
Sharda Cropchem Ltd · 6.85%
Voltamp Transformers Ltd · 5.56%
eClerx Services Ltd · 5.19%
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
Automobile and Auto Components · 22.37%
Financial Services · 17.60%
Capital Goods · 10.98%
Financial Services · 35.13%
Information Technology · 15.47%
Automobile and Auto Components · 10.10%
Fixed Fee
2.25% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 1% / 0%