Alternative Investment Funds (AIF)Compare Schemes
Renaissance India Next Fund III - Cat III AIF vs SageOne - Flagship Growth OE Fund
Add SchemeGrowth of ₹1 Crore
Renaissance India Next Fund III - Cat III AIF
SageOne - Flagship Growth OE Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · -1.6%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
5.37%
−0.30%
6 Months
1.97%
10.30%
1 Year
−1.96%
15.90%
3 Years
—
—
5 Years
—
—
Since Inception
10.29%
7.00%
Fund Age
2 yrs 9 mo
1 yr 10 mo
AUM
₹302 Cr
₹1,732 Cr
Alpha – 1 Year
−0.41%
12.90%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
18.68%
22.29%
Volatility – 3 Years
17.30%
—
Beta – 1 Year
1.10
1.39
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.31
0.56
Sharpe Ratio – 3 Years
0.26
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−18.19%
−11.45%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 2% · M 6% · S 76%
Number of Stocks
—
51
Portfolio P/E
—
47.40
Top 5 Holdings
HDFC Bank Ltd · 8.78%
One 97 Communications Ltd · 6.68%
Reliance Industries Ltd · 6.07%
State Bank of India · 5.22%
ICICI Bank Ltd · 4.76%
APL Apollo Tubes Ltd · 0.00%
Goodluck India Ltd · 0.00%
Goodluck India Ltd · 0.00%
SG Mart Ltd · 0.00%
Allied Blenders & Distillers Ltd · 0.00%
Top Sectors
—
Consumption · 12.00%
Building Materials · 10.00%
Finance · 8.00%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%