Portfolio Management Services (PMS)Compare Schemes
Renaissance - Indianext Portfolio vs Renaissance - Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Renaissance - Indianext Portfolio
Renaissance - Opportunities Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.69%
−0.04%
6 Months
5.24%
0.28%
1 Year
2.85%
2.14%
3 Years
13.52%
10.02%
5 Years
17.79%
13.15%
Since Inception
13.89%
11.46%
Fund Age
8 yrs 4 mo
8 yrs 7 mo
AUM
₹921.15 Cr
₹585.94 Cr
Alpha – 1 Year
−1.87%
2.49%
Alpha – 3 Years
1.43%
1.02%
Information Ratio – 3 Years
0.23
0.18
Volatility – 1 Year
18.02%
16.38%
Volatility – 3 Years
16.70%
14.42%
Beta – 1 Year
0.99
1.00
Beta – 3 Years
0.99
0.96
Sharpe Ratio – 1 Year
-0.03
-0.13
Sharpe Ratio – 3 Years
0.54
0.38
Worst Rolling Year
-0.29%
3.37%
Value at Worst Rolling Year
₹1.00 Cr
₹1.03 Cr
Deepest Drawdown
−22.85%
−17.04%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
99.64%
100.00%
Median Rolling Year
23.46%
18.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 34% · M 28% · S 35%
L 65% · M 26% · S 8%
Number of Stocks
35
31
Portfolio P/E
24.73
22.71
Top 5 Holdings
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%
HDFC Bank Ltd · 8.67%
ICICI Bank Ltd · 6.31%
Infosys Ltd · 6.23%
Federal Bank Ltd · 4.97%
United Spirits Ltd · 4.92%
Top Sectors
Financial Services · 35.13%
Information Technology · 15.47%
Automobile and Auto Components · 10.10%
Financial Services · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 1% / 0%
1% / 1% / 0%